We just purchased Document Sender from DotNetIT and it does the same thing.
Regards,
Chris Wineinger
ERP Specialist
241 N Broadway Ste 600
Milwaukee, WI 53202
Office # 414.224.0957 X2051
Direct# 414.847.0701
Cell # 414.840.6594
IT related problem? Contact helpdesk@...
APM from DocLink or Document Sender from the folks that bring you DMT, Dot Net IT.
Joshua Giese
CIO
Direct: 920.593.8299
IT Dept: 920.437.6400 Ext. 337
Site ID: 27450-E905700B2-SQL64
Wisconsin Converting, Inc.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 9:05 AM
To: Vantage Yahoo
Subject: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Does anyone know if there is a way to setup Epicor A/R to send an invoice directly from the application? Currently we print preview the invoice, print it to pdf, save the pdf and then compose an email and attach the pdf. This is pretty time intensive and we are looking for a better way of doing this.
Any suggestions are welcome.
Thank you.
Lori Gustafson
IR Manager
Precision, Inc.
Hi Lori,
As Joshua mentioned APM and Document Sender allow you to do this.
There is a video link here on document sender http://www.dotnetit.co.uk/solutions/solution/epicor-document-sender any other questions feel free to drop me an email
Kind Regards,
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 15 October 2014 15:05
To: Vantage Yahoo
Subject: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Does anyone know if there is a way to setup Epicor A/R to send an invoice directly from the application? Currently we print preview the invoice, print it to pdf, save the pdf and then compose an email and attach the pdf. This is pretty time intensive and we are looking for a better way of doing this.
Any suggestions are welcome.
Thank you.
Lori Gustafson
IR Manager
Precision, Inc.
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Stephen Edginton (Beng) | Solutions & Technical Director |
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Dot Net IT Limited, One St Kenelm Court, Steel Park Road, Halesowen, B62 8HD, United Kingdom.
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I use a less glamorous method: I use a product called WinAutomation. It's a macro/scripting app that I've installed on an old desktop PC that sits in the server room. I have a BPM that fires off during Invoice printing and simply sends one email per Invoice to an email address I created on our email server. The email contains nothing but the Invoice # and the Customer's Invoice Email from our Customer master. WinAutomation checks this email account every 60 seconds. It reads the email, takes the Invoice# and then fires off a macro that I created that simply opens Vantage, the Invoice Tracker, inputs the Invoice#, Print previews the Invoice, exports to PDF, attaches it to a new email and sends it off to the email account specified on our Customer master and then exits Vantage. I have never been a fan of APM. I'm sure Service Connect can do something like this, too… but we own neither and, for us, the ROI wasn't there to purchase and maintain another Epicor product for something as rudimentary as auto-emailing an invoice.
It's not glamorous nor is it speedy, but it's a lot better than doing it manually. If we fire off 20 Invoices, all the processing is complete within a half-hour. For us it works. If you're pumping out 200 Invoices on one Invoice group, this may not be for you.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 10:05 AM
To: Vantage Yahoo
Subject: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Does anyone know if there is a way to setup Epicor A/R to send an invoice directly from the application? Currently we print preview the invoice, print it to pdf, save the pdf and then compose an email and attach the pdf. This is pretty time intensive and we are looking for a better way of doing this.
Any suggestions are welcome.
Thank you.
Lori Gustafson
IR Manager
Precision, Inc.
Holy cow what a dinosaur!
Joshua Giese
CIO
Direct: 920.593.8299
IT Dept: 920.437.6400 Ext. 337
Site ID: 27450-E905700B2-SQL64
Wisconsin Converting, Inc.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 9:31 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Emailing invoices directly from Epicor 9.05.702a
I use a less glamorous method: I use a product called WinAutomation. It's a macro/scripting app that I've installed on an old desktop PC that sits in the server room. I have a BPM that fires off during Invoice printing and simply sends one email per Invoice to an email address I created on our email server. The email contains nothing but the Invoice # and the Customer's Invoice Email from our Customer master. WinAutomation checks this email account every 60 seconds. It reads the email, takes the Invoice# and then fires off a macro that I created that simply opens Vantage, the Invoice Tracker, inputs the Invoice#, Print previews the Invoice, exports to PDF, attaches it to a new email and sends it off to the email account specified on our Customer master and then exits Vantage. I have never been a fan of APM. I'm sure Service Connect can do something like this, too… but we own neither and, for us, the ROI wasn't there to purchase and maintain another Epicor product for something as rudimentary as auto-emailing an invoice.
It's not glamorous nor is it speedy, but it's a lot better than doing it manually. If we fire off 20 Invoices, all the processing is complete within a half-hour. For us it works. If you're pumping out 200 Invoices on one Invoice group, this may not be for you.
From:
vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 10:05 AM
To: Vantage Yahoo
Subject: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Does anyone know if there is a way to setup Epicor A/R to send an invoice directly from the application? Currently we print preview the invoice, print it to pdf, save the pdf and then compose an email and attach the pdf. This is pretty time intensive and we are looking for a better way of doing this.
Any suggestions are welcome.
Thank you.
Lori Gustafson
IR Manager
Precision, Inc.
Another product that probably costs less than APM but can do the same sorts of things is CRD (Crystal Reports Distribution) from Christian-Steven Co. It will take the address from the report content and email the PDF – either one per invoice or multiple invoices in one PDF (some customers prefer one way and some the other). It was also useful for Remittance Advices for ACH payments as well as automating a ton of daily and weekly reports to managers on various schedules. Might be worth checking out and comparing cost. Going forward with SSRS in E10 Crystal will be less used by Epicor but it is not hard at all to write an invoice report for emailing.
-Todd C.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 9:55 AM
To: 'Joshua Giese'; vantage@yahoogroups.com; Jose Gomez; Nathan Anderson
Subject: RE: [Vantage] Emailing invoices directly from Epicor 9.05.702a
I've actually heard of that software hehe
Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>
From: Joshua Giese [mailto:jgiese@...]
Sent: Wednesday, October 15, 2014 9:39 AM
To: vantage@yahoogroups.com; Rob Bucek; Jose Gomez; Nathan Anderson
Subject: RE: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Holy cow what a dinosaur!
Joshua Giese
CIO
Direct: 920.593.8299
IT Dept: 920.437.6400 Ext. 337
Site ID: 27450-E905700B2-SQL64
Wisconsin Converting, Inc.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 9:31 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Emailing invoices directly from Epicor 9.05.702a
I use a less glamorous method: I use a product called WinAutomation. It's a macro/scripting app that I've installed on an old desktop PC that sits in the server room. I have a BPM that fires off during Invoice printing and simply sends one email per Invoice
to an email address I created on our email server. The email contains nothing but the Invoice # and the Customer's Invoice Email from our Customer master. WinAutomation checks this email account every 60 seconds. It reads the email, takes the Invoice# and
then fires off a macro that I created that simply opens Vantage, the Invoice Tracker, inputs the Invoice#, Print previews the Invoice, exports to PDF, attaches it to a new email and sends it off to the email account specified on our Customer master and then
exits Vantage. I have never been a fan of APM. I'm sure Service Connect can do something like this, too... but we own neither and, for us, the ROI wasn't there to purchase and maintain another Epicor product for something as rudimentary as auto-emailing an
invoice.
It's not glamorous nor is it speedy, but it's a lot better than doing it manually. If we fire off 20 Invoices, all the processing is complete within a half-hour. For us it works. If you're pumping out 200 Invoices on one Invoice group, this may not be for you.
From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com]
Sent: Wednesday, October 15, 2014 10:05 AM
To: Vantage Yahoo
Subject: [Vantage] Emailing invoices directly from Epicor 9.05.702a
Does anyone know if there is a way to setup Epicor A/R to send an invoice directly from the application? Currently we print preview the invoice, print it to pdf, save the pdf and then compose an email and attach the pdf. This is pretty time intensive and we
are looking for a better way of doing this.
Any suggestions are welcome.
Thank you.
Lori Gustafson
IR Manager
Precision, Inc.
[Non-text portions of this message have been removed]
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#ygrps-yiv-1543906876
Hi Lori,
We just completed an implementation of APM for Invoices and Customer Statements. APM allows you to set up workflows based certain criteria so that it could email the customer, email the sender, print it to a printer, save to network share, or even fax it (if you have a line attached to the APM system). It also allows you to send batches of invoices instead of doing one invoice file at a time. Based on how it is set up, you can have it identify in when the invoice number or customer changes and have it break it apart to a different email for a different recipient. The new process flow would be to print preview your batch of invoices, click print, choose the APM printer, click OK, and wait. Within the next couple of minutes, it will process and perform the desired output.
You can reach out to your customer account manager at Epicor for a quote. It is worth a demonstration for sure. For added value in your organization, it can be used for Sales Orders, Quotes, Purchase Orders, etc.
Good luck!
Chris