Using "bill to" e-mail in proforma invoice

Emailing is becoming tricky with different customer needs. Few customers have a requirement to send different emails for Order Ack, ProForma Invoice, Delivery Docket, AR Invoice and Customer Statement that too with multiple email address and few needs to at ShipTo contact, centralised AP processing, third party AP processing, etc.

With Epicor’s email field becoming restricted to 50 characters, I ended up adding a few additional fields in customer, ship-to and contacts with configuring rules to whom to send to and populate that in Sales Order or pick that information in Reports. With APR, it is better to store in the Database field as suggested by Calvin yesterday in one of the posts. Create UD field with at least 200 characters which will support at least 4 email address.