How could we use APR to send order acknowledgments to the email of the salesperson attached to that customer?
You want to go with the Customer’s assigned sales rep not the sales rep on the Order? Second, either way question one is answered, you need a consistent location to pull the email address. I suggest their Workforce record.
In Report Style maintenance, when designing the routing you’d likely need use code to reference from OrderHed to Customer to SalesRep table to get the email.
Hi Randy, in APR I do not have an option to write code. And we would want to go off the customer assigned sales rep.
Hey @anuxoll, are you SaaS cloud customer?
Yes, it can be done and it’s not that complicated. Just add SalesRep to a copy of the OrderAck RDD, then create the Report Style using that RDD. We do that for one of our companies.
I tried this route but when I troubleshoot, the field comes back empty for SalesRep.EmailAddress
I would suggest that you do this in a BPM or Function, you don’t need the SalesRep to see the document just the data.
Join OrderHed o → SalesRep s
On o.Company -> s.Company AND
On o.SalesRepList -> s.SalesRepCode
When you add the table SalesRep on your RDD. You will be able to use it in your APR.
He wants the Customer’s salesrep not necessarily the order’s.
Custom RDD should work though too as @MLamkin mentioned.