Scripting

I'm trying to Email A/R Statements using a BOI Script. I noticed a thread a while back between @JeremyFox and @AlnoorCassim discussing a BOI script to print Reports to Paperless Office. I want to do something similar with a pre-defined form code set for ""Electronic Delivery Only"" so that only Email customers are selected and it will trigger a paperless email statement. The statement below triggers a PDF only process, but not email. If I use a ""1"", it will hardcopy print every customer statement. Set oPaperless = oARStatement.ocoPLCommon oPaperless.sFormPrintUISelection = ""7"" The form code works when I am in the Launcher and will generate an email. So, I am confident Paperless Email is setup correctly. Thanks for your help, Doug J.

Did you copy the [Paperless] section from MAS90\Launcher\SOTA.ini to MAS90\Home\PVX.ini (and anywhere else PVX.ini is found in your environment)?

We use Visual Cut for this type of report. The results don't go into Paperless, but it is much easier to control.

David, yes I did populate the [Paperless] section in PVX.INI. I found several instances from various versions of Sage 100. Kevin, I'm not familiar with Visual Cut. How does VC generate a statement and know who to email the PDF to?

Visual Cut is a 3rd party reporting tool, needing a custom report (with burst settings, based on report group 1 within the report). There is a webinar recording available in 90-Minds on the basics if you want to watch. We typically use a customer UDF for this type of process because the Paperless settings are too complex to build into a custom report.

https://90minds-com.socialcast.com/messages/38838335

@DougJenkins The Minds hosted a VC session a couple months back. You may have been abroad munching on sushi. There is a anytime learning recording in the sidebar. Very similar to Sage Alerts but not quite as pricey.

Also the value ""7"" that you are setting to the property is for PDF All, if you want Electronic Delivery Only, you need to set it to ""2"". Also make sure you print/preview the form code at least once using the same sage 100 user and workstation that the script will be using.

David, when I launch Statements with the form code from the Launcher I get a statement in my email. But when I run the script (now using code ""2"") I get a message ""Data is not selected for report printing"".