Setting Up E-Mailed Remittance Advices for Check and Electronic Payments

Prophet 21
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1

Hello,

Thank you in advance for any help that you can give!

We are looking to set up email remittance advices in Prophet 21 so vendors automatically receive payment details when we issue a payment, including payments made by check. We realize that the check will include remittance details, but it would be nice to send over check information to our vendors after we print them.

We currently have no information about how this feature is configured, so I’m hoping someone can help point us in the right direction.

  • Where in P21 is this set up?
  • Can remittances be emailed automatically when checks are printed or payments are processed?
  • Where do we enter or maintain the vendor’s remittance email address?
  • Is there a specific form, report, or business rule that must be configured?
  • Does anyone have a how-to guide or Epicor documentation they could share?

Any setup instructions, screenshots, or advice from someone already using this feature would be greatly appreciated.

Thank you!

2

Hi Mark

Under Vendor Maintenance use the ACH tab where you populate a contact for th0at vendor and their email address.

None of the docs I can find specify that this will email remittance info but it does.

The vendor will need to be set to ACH class and when you run your checks you would need to select ACH class.

HTH