I received a request to send Shipment Notifications to our Customers that include a copy of the Packing Slip. I have satisfied this with APR. However, the second part of the request is that they want the same email to go the Salesperson tied to the Customer.
I attempted to add the SalesRep table to the RDD (linking to the CustomerShipTo table), but the table did not show up to select fields from in the Breaking & Routing Rule Designer.
The only thing I can think to do is to create a BPM against a BO called during the Shipping process using code/widgets to go work backwards to the Order, then the Ship To, then the Salesperson to get the email and store it a UD field in ShipHead so I can add it to the email generated from APR.
Has anyone ever had a similar request that might be able suggest a simpler way?
If you create a new report style, are your fields you added in the RDD there? I know modifying an existing style with breaking/routing is not easily done (if even possible) if you change the underlying RDD, so creating a new style is preferable