Sage 100

Hello

I have a client with DSD's InstaDocs which adds a feature to Paperless Office that includes multiple invoices from one batch in the same email.  Example - in one batch, a customer has four invoices, they get one email, and not four.  Each email does include all four PDFs.
the problem - the email body only lists one of the invoices (I assume the first or the last).

Anyone have any ideas to list all of the emails in the email body?

They also have Sage Alerts.

------------------------------
Douglas Luchansky
ACI Consulting
------------------------------

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).
 
Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).
 
Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Thanks.  If it is custom programming, that would obviously have to be updated by whoever made it, but knowing such a modification has already been built would be good to know.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 07-29-2020 17:26
From: Douglas Luchansky
Subject: Multiple invoices in an email

Kevin

 

Let me get that to you.

 

The consultant working on the project said it was built in but I think it is a mod the client paid for.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).

Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).
 
Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

That is a "custom programming" specification.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 07-29-2020 17:28
From: Douglas Luchansky
Subject: Multiple invoices in an email

It should now be a standard feature.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).

Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 7/29/2020 5:33:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

That is a "custom programming" specification.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 07-29-2020 17:28
From: Douglas Luchansky
Subject: Multiple invoices in an email

It should now be a standard feature.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

@Kevin Moyes & @Douglas Luchansky - yes its 100% built in now.  ​​

------------------------------
Nicole Ronchetti
DSD Business Systems
------------------------------

Original Message:
Sent: 07-29-2020 17:37
From: Douglas Luchansky
Subject: Multiple invoices in an email

It is but I am 99 % sure that it is being integrated or should be integrated into the standard product beginning at the version it was built for (2019)

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:33:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

That is a "custom programming" specification.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 07-29-2020 17:28
From: Douglas Luchansky
Subject: Multiple invoices in an email

It should now be a standard feature.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).

Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON

Wonderful!  (I guess the PDF's just haven't been updated with details).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 07-29-2020 17:43
From: Nicole Ronchetti
Subject: Multiple invoices in an email

@Kevin Moyes & @Douglas Luchansky - yes its 100% built in now.  ​​

------------------------------
Nicole Ronchetti
DSD Business Systems
------------------------------


Original Message:
Sent: 07-29-2020 17:37
From: Douglas Luchansky
Subject: Multiple invoices in an email

It is but I am 99 % sure that it is being integrated or should be integrated into the standard product beginning at the version it was built for (2019)

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:33:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

That is a "custom programming" specification.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON


Original Message:
Sent: 07-29-2020 17:28
From: Douglas Luchansky
Subject: Multiple invoices in an email

It should now be a standard feature.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).

Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON

Issue resolved, moving thread to Sage 100 Community.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------

Original Message:
Sent: 07-29-2020 17:45
From: Kevin Moyes
Subject: Multiple invoices in an email

Wonderful!  (I guess the PDF's just haven't been updated with details).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------


Original Message:
Sent: 07-29-2020 17:43
From: Nicole Ronchetti
Subject: Multiple invoices in an email

@Kevin Moyes & @Douglas Luchansky - yes its 100% built in now.  ​​

------------------------------
Nicole Ronchetti
DSD Business Systems


Original Message:
Sent: 07-29-2020 17:37
From: Douglas Luchansky
Subject: Multiple invoices in an email

It is but I am 99 % sure that it is being integrated or should be integrated into the standard product beginning at the version it was built for (2019)

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:33:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

That is a "custom programming" specification.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON


Original Message:
Sent: 07-29-2020 17:28
From: Douglas Luchansky
Subject: Multiple invoices in an email

It should now be a standard feature.

 

 

Thank you,

 

Douglas Luchansky

ACI Consulting

p 714.282.0378 ext. 302    f 714.282.0235

 

douglas@ACIconsulting.com

 

 

 

 

Original Message:
Sent: 7/29/2020 5:20:00 PM
From: Kevin Moyes
Subject: RE: Multiple invoices in an email

Douglas,
We have a customer asking us for just that feature (consolidating multiple invoice PDF's into one email per customer), but I have never seen that mentioned as a feature of InstaDocs.  Looking at the ARDM/SODM documentation from DSD I don't see any reference to how it works (or even that this is an option).

Do you have any reference material for the feature?

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON