Customer emails AE020

General description #

The extension allows you to define billing, reminder, and marketing e-mail separately, which can be entered on the Customers card in the Address & Contacts section. You can enter multiple addresses separated by a semicolon in the field.

When you create a sales order, sales quote, invoice, or sales advance letter, the invoice e-mail is inserted into a new field in the document header. Invoice e-mails are sent to addresses from this field.

In addition, this extension includes a plannable 79003 report that allows you to create, issue, and e-mail reminders in bulk. This is also linked to the setting that is described in the next chapter.

Setup #

Reminders #

For reminders to be sent automatically, you must place a check mark in the Auto Send Mail box, which is located on the Reminder Terms tab of the Levels tab. You must click on the Edit List tab to edit the field.

Added a new field Number of Reminders to Posted Sales Invoice list and card, General section, and to Customer Ledger Entries list. The field is hidden by default.

Scheduling tasks #

You can create a scheduled task in the Job Queue Entries list. Mandatory data:

  • Object Type to Run - Codeunit
  • Object ID to Run - 79005 It is also necessary to select in the Recurrence section the days and time at which the task will run.

Report #

You must set up a posting date and document date in the report. You can view the report dialog through the Report Dialog action. Data is entered using a date formula. You can also filter out customers or specific items using filters.

Switch to sent #

The scheduled task creates reminders. It issues them, and if they have the Auto Send Email field checked, it also sends them to customers. Otherwise, the Unsent field in the issued reminder is checked, and the reminder number in the list is marked red at the same time. Then you can switch such reminders in both the list and the card to the sent by Switch to Sent action.

Sales & Receivables Setup #

  • E-mail priority in the General section
    • Specifies the email account, which will be used for sending invoices.
    • Values:
      • Customer - The sell-to customer's Invoice e-mail is used.
      • Bill-to Customer - The bill-to customer's Invoice e-mail is used.
      • Ship-to Address - The ship-to address' Invoice e-mail is used. If empty, sell-to customer's Invoice e-mail is used instead.
      • Customer option - When bill-to and sell-to customers are different, bill-to customer's Invoice e-mail is used. Otherwise, the e-mail is selected according to E-mail priority field on customer card.
  • Email Source for Sending
    • Specifies what the source for the email should be.
    • Values:
      • Customer - Value of the Invoice Email field in Customer
      • Document - Value of the Invoice Email field in the document the user is currently interacting with (Posted Sales Credit Memo / Posted Sales Invoice / Sales Advanced Letter)
  • Attach Not Paid Invoices - Specifies if invoices will be automatically attached to Issued Reminder and Issued Fin. Charge Memo email.
  • Maximal No. of Attached Invoices - Specifies the maximal number of invoices attached to Issued Reminder and Issued Fin. Charge Memo email. If the number is exceeded, the invoices are merged into a single attachment.

Customer #

  • E-mail priority in the Contact section
    • Values:
      • Customer - The sell-to customer's Invoice e-mail is used.
      • Ship-to Address - The ship-to address' Invoice e-mail is used. If empty, sell-to customer's Invoice e-mail is used instead.