I need to report the emails sent to customer for their AR Invoices, via the SSRS Breaking/Routing process. All is shown in the System Monitor is the total sent. I need to know the details of those total sent.
Is this information kept within Epicor (a log or within a table..), if not what would be the best way to generate such info…
We need this to ensure an easy way to respond to customers who indicate they did not receive the e-mail…without the need to ask IT from the logs in Outlook…etc…
So access to a dashboard showing a log of all invoices sent would ease the process.
If nothing exists I need then to find a way to juste save a subset of the dataset sent to print (customer name, CustID, Email, personEmail, date, InvNumber) in a log somewhere…
You can line up SysTaskParam with EmailLog to make a BAQ that auto runs and emails someone if any invoices failed to send.
I made a SysTasks dashboard to help diagnose issues like this, it’s posted here at epiusers. I wanted to proactively find send failures, so that they could be re-sent.
In this screenshot, a Purchase Order was printed with routing enabled, and failed report generation with an SSRS error. User would not have received any indication of failure unless they checked system monitor (they wouldn’t) - so they’d assume material was on order, and it wasn’t, that’d be bad!
You can use CurGroup to join against InvoiceHed and get all the invoices that were posted in that group, to get the invoice numbers.
Then you can line that up with the subject line from emaillog (we put the invoice # in the subject)
Any failures jump right out - a systask with ssrs routing enabled and no entry in the email log is a fail.
Sorta on topic - AR invoices and EDI. I set up an automated email report via EDIHQ - 810/880 documents outbound at a sent status from the prior day. Gives our AR team a way to make sure everything went out that should have. The missing 997 report’s another good check to make sure customers did receive the data.
You’ll still have the situations where customers claim they didn’t get them - but that’s method-independent…email, EDI, fax, mail.
