Invoices APM Blank Title 106397

Yahoo Archive
1
I dont know what your customers are like but some of ours are very fussy on where their invoices are sent. Some go to the buyer, some go to the purchasing department, some wont accept emails, etc.
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We have settled on a hierarchy system which checks in the following order:
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+ Checks to see if there is a contact marked as billing, if so do they have an email address?
+ If true send email.
+ If false, do they have a fax number?
+ If True, send fax.
+ If false, move on.
+ Checks to see if there is a fax number on the 'Billing' tab in customer maintenance.
+ If true, send fax.
+ If false, move on.
+ Checks to see if there is an email address on the main customer detail tab.
+ If true, send email.
+ If false, do they have a fax number?
+ Check fax.
+ If false, display 'Not on file'
+ Docklink picks up on 'Not on File' and sends the document as attachment to internal email address for us to rectify.
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We have set up formulas in Crystal that does the following:
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=== Email or fax ===
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// Check to see if contact details exist & display Not On File if they don't
if (InStr({@EL - By Post}, 'Not on file') > 0) then 'Not On File'
else
// Checks to see if it says not on file in French
if (InStr({@EL - By Post}, 'Pas sur dossier') > 0) then 'Not On File'
else
// Checks to see if it says not on file in German
if (InStr({@EL - By Post}, 'nicht vorhanden') > 0) then 'Not On File'
else
// If the outcome of EL - By Post is a number
if ({@EL - By Post} > '0') AND ({@EL - By Post} < 'a') then "Fax"
else
// If the outcome of EL - By Post is a letter or number and contains @
If InStr({@EL - By Post}, '@') > 0 then "Email" & " " & {INVCHEAD.Customer_LangNameID}
else
If (InStr({@EL - By Post}, '@') < 0) AND ({@EL - By Post} > 'a')
then
''
//if ({@EL - By Post} > 'a') then 'Email2'
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Formulas used are ...
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=== By Post ===
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// We use checkbox01 if the customer will only accept their invoices by post
// When Docklink sees this, it sends the document to an internal email address where they are printed out manually
if ({InvcHead.Customer_LangNameID} = "eng")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Invoice Address" else
if ({InvcHead.Customer_LangNameID} = "fra")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Adresse de Facturation" else
if ({InvcHead.Customer_LangNameID} = "deu")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Rechnungsadresse" else
if ({InvcHead.Customer_LangNameID} = "enu")
AND ({INVCHEAD.Customer_CheckBox01} = TRUE)
then "Invoice Address" else
{@EL - Check 1}
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=== Check 1 ===
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If isnull({CustCnt.EMailAddress}) then {@EL - Check 2}
else {CustCnt.EMailAddress}
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=== Check 2 ===
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if isnull({CustCnt.FaxNum}) then {@EL - Check 3}
else {CustCnt.FaxNum}
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=== Check 3 ===
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if isnull({CUSTOMER.BTFaxNum}) then {@EL - Check 4}
else {CUSTOMER.BTFaxNum}
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=== Check 4 ===
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if isnull({CUSTOMER.EMailAddress}) then {@EL - Check 5}
else {CUSTOMER.EMailAddress}
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=== Check 5 ===
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if isnull({CUSTOMER.FaxNum}) then {@EL - Check 6}
else {CUSTOMER.FaxNum}
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=== Check 6 ===
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If {INVCHEAD.Customer_LangNameID} = "eng" then "Not on file"
else
If {INVCHEAD.Customer_LangNameID} = "fra" then "Pas sur dossier"
else
If {INVCHEAD.Customer_LangNameID} = "deu" then "nicht vorhanden"
else
If {INVCHEAD.Customer_LangNameID} = "enu" then "Not on file"
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From: Joshua Giese <jgiese@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 3 January 2012, 0:51
Subject: RE: [Vantage] Re: Invoices APM


Â
It appears that there is a calculated Email field already in the RDD, not
sure where it comes from or how it is calculated though. I was more curious
in, is it possible to get the customer contact marked as primary billing
pulled into that invoice data set. Has anyone done something like that
before?

Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337

*Do not follow where the path may lead. Go instead where there is no path
and leave a trail - Harold R. McAlindon*

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Karen Schoenung
Sent: Monday, January 02, 2012 6:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Invoices APM

Yes, you can specify. You need to have the field in the RDD and then in your
Crystal Form and then you can tell APM where to find it.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of cooner_55421
Sent: Monday, January 02, 2012 12:02 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Invoices APM

>what email address in Epicor pulls into the invoice?
I thought you could specify which one you used but...
I'm only reading about APM, haven't set it up yet.

Have you checked the APM setup docs in the files section?
APM DOCUMENT SETUP.doc, APM setup document steps - new.doc and Doclink2_7.

And there have been several APM threads recently that might help.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Anon" <jgiese@...<mailto:jgiese@...>>
wrote:
>
> I'm looking for advice on where to send invoices from VIA APM. I'm not
sure what email address in Epicor pulls into the invoice? Does it pull from
the customer contacts noted as primary billing? Or.. I just need some
general direction on sending Invoices over APM.
>

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
2
I'm looking for advice on where to send invoices from VIA APM. I'm not sure what email address in Epicor pulls into the invoice? Does it pull from the customer contacts noted as primary billing? Or.. I just need some general direction on sending Invoices over APM.
3
>what email address in Epicor pulls into the invoice?
I thought you could specify which one you used but...
I'm only reading about APM, haven't set it up yet.

Have you checked the APM setup docs in the files section?
APM DOCUMENT SETUP.doc, APM setup document steps - new.doc and Doclink2_7.

And there have been several APM threads recently that might help.

--- In vantage@yahoogroups.com, "Anon" <jgiese@...> wrote:
>
> I'm looking for advice on where to send invoices from VIA APM. I'm not sure what email address in Epicor pulls into the invoice? Does it pull from the customer contacts noted as primary billing? Or.. I just need some general direction on sending Invoices over APM.
>
4
Yes, you can specify. You need to have the field in the RDD and then in your Crystal Form and then you can tell APM where to find it.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of cooner_55421
Sent: Monday, January 02, 2012 12:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Invoices APM



>what email address in Epicor pulls into the invoice?
I thought you could specify which one you used but...
I'm only reading about APM, haven't set it up yet.

Have you checked the APM setup docs in the files section?
APM DOCUMENT SETUP.doc, APM setup document steps - new.doc and Doclink2_7.

And there have been several APM threads recently that might help.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Anon" <jgiese@...<mailto:jgiese@...>> wrote:
>
> I'm looking for advice on where to send invoices from VIA APM. I'm not sure what email address in Epicor pulls into the invoice? Does it pull from the customer contacts noted as primary billing? Or.. I just need some general direction on sending Invoices over APM.
>



[Non-text portions of this message have been removed]
5
It appears that there is a calculated Email field already in the RDD, not
sure where it comes from or how it is calculated though. I was more curious
in, is it possible to get the customer contact marked as primary billing
pulled into that invoice data set. Has anyone done something like that
before?



Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337



*Do not follow where the path may lead. Go instead where there is no path
and leave a trail - Harold R. McAlindon*



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Karen Schoenung
Sent: Monday, January 02, 2012 6:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Invoices APM





Yes, you can specify. You need to have the field in the RDD and then in your
Crystal Form and then you can tell APM where to find it.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of cooner_55421
Sent: Monday, January 02, 2012 12:02 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Invoices APM

>what email address in Epicor pulls into the invoice?
I thought you could specify which one you used but...
I'm only reading about APM, haven't set it up yet.

Have you checked the APM setup docs in the files section?
APM DOCUMENT SETUP.doc, APM setup document steps - new.doc and Doclink2_7.

And there have been several APM threads recently that might help.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Anon" <jgiese@...<mailto:jgiese@...>>
wrote:
>
> I'm looking for advice on where to send invoices from VIA APM. I'm not
sure what email address in Epicor pulls into the invoice? Does it pull from
the customer contacts noted as primary billing? Or.. I just need some
general direction on sending Invoices over APM.
>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]