Sage 100

I have a client that wants to be able to e-mail the Packing List with Tracking Information when they are complete with Shipping Data Entry. There is no option for paperless delivery of packing list. Any suggestions for alternatives?

Format an invoice as a packing list (no prices) and use that instead.

In paperless Delivery Options for each customer, the Invoice Document is set up to e-mail the A/P clerk. We need the packing list / shipping confirmation to go to the E-mail address in data entry. i don't know how to get around that for your solution. Suggestions?

The next best solution would be Sage alerts and workflow (knowledge sync). It is around a $1800 solution + implementation of alerts but it could definitely do want you need.

Add another thousand to get the reporting module. Save yourself the grief of having to write in HTML code, use Crystal instead.

I had @AlnoorCassim do a script for me that reads the one in Data Entry for a SO Entry confirmation Form . You might want to talk to him.

Interesting challenge. I second the suggestion for KSync (Sage Alerts & Workflow) as a possible alternative (with the reporting module).

@AlnoorCassim, any interest? Or any other scripting Guru's?

@Sage100AdvancedScripting

Here are your options as I perceive: 1) To be able create a record in P/L Form Maintenance, have options for Print / PDF, Electronic Delivery / PDF All and similar, and have an entry appear in the Customer Viewer, you need a mod. 2) Manually Print to PDF at the time of Packing List printing. Save the PDF file name with the OrderNo or ShippingNo/InvoiceNo in it. Then create a ChilkatMail VB script to send an email with the PDF attached. The filename format allows finding the right PDF and finding the recipient email address from data entry. Chilkat is the 3rd party email program used by Paperless. @DanBurleson is good at stuff like this. He may have another idea. 3) Use K-Sync like it's been suggested here. Personally I would format an invoice as a packing list.