I’m trying to set up a Purchase Order report so that if the vendor’s email field included in the report is blank, a warning is emailed to the salesperson involved with that PO. Is it possible to set this up?
It also might be worth mentioning that this is an APM report. Is there a way to do this in Doc-Link if Epicor can’t do it?
In APM It’s pretty easy, create a Routing Rule for that document for blank emails only that emails the sales rep.
The most straightforward way to do this, is to make a BAQ report, with in input field for the Salesperson selection.
Get the report working (selecting PO’s with Vendor.email being blank, filtering on the associated salesperson - not sure how you have that stored).
Then run the report with (numbers align with figure below)
Enter the info in the SSRS Email/Fax dialog. these settings will be used for when it is run by the scheduler
Repeat for each Sales Person.
You can leave the Filter blank and get a report of all PO with a missing vendor email. Usefull to send to the managers. (best if the report happened to group by sales person.)
Both of these responses are very, very interesting. Jose, I’ll try yours first because we already have a Routing Rule that only emails the sales rep-- it just doesn’t seem to work. I’ll try tweaking it until it does. And whether it works or not I’ll talk to the users about the automated email report that Calvin described. Thanks folks!