Sage 100

Client with over 21K customers wants to start emailing SO invoices.  They are a retail automotive store using Sage as a POS most of the time.  Since the front counter doesn't have a lot of time to click through the customer maintenance panel to set up the paperless email fields, I imported the 21K records to use the email address in the invoice header.  The email address field in the customer table was left blank.

Tried to send an email - No records selected.  Sent a test email from the LM email tab.  Works.  Tried to resend invoice.  Same message.  Took a WAG and filled in the email address record in customer table.  Send invoice,  Works this time.

So now the client has to take an extra minute to modify the customer record.  Looking for some ideas to stream line.  Import a dummy email address for all records and tell the client to change them when they have time/inclination/need to?  I was thinking about a script to click on from the invoice entry.  Maybe query the SO inv history header table to pull emails entered previously? Tell them to click on the customer edit button for a simple copy and paste?

TIA

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Have you looked at the paperless setup again for that customer?
I just setup an on-the-fly customer, with nothing on the email on the customer screen, ONLY a check box saying to use what's on the order form, and my order emailed to me just fine.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

We did look at the customer during GTA session as I walked them through the process.  We drilled down into the paperless record, reviewed the settings that had been imported (they were correct) exited (did not save) and email failed to launch.  Session end.  I hopped on the server, tried it again.  Nada.  It was only after I pasted the invoice email address  into the customer record and saved, did the invoice send via quick print.  Did I miss a field when importing into AR Customerdocuments or one in the customer table that is set when saved via maintenance?

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 05-14-2020 13:04
From: Beth Bowers
Subject: Paperless Emailing V2017 ADV

Have you looked at the paperless setup again for that customer?
I just setup an on-the-fly customer, with nothing on the email on the customer screen, ONLY a check box saying to use what's on the order form, and my order emailed to me just fine.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

What the fork!  Tested on another invoice and it worked as you described.  Now there is a waste of time.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 05-14-2020 13:20
From: Jeff Schwenk
Subject: Paperless Emailing V2017 ADV

We did look at the customer during GTA session as I walked them through the process.  We drilled down into the paperless record, reviewed the settings that had been imported (they were correct) exited (did not save) and email failed to launch.  Session end.  I hopped on the server, tried it again.  Nada.  It was only after I pasted the invoice email address  into the customer record and saved, did the invoice send via quick print.  Did I miss a field when importing into AR Customerdocuments or one in the customer table that is set when saved via maintenance?

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 05-14-2020 13:04
From: Beth Bowers
Subject: Paperless Emailing V2017 ADV

Have you looked at the paperless setup again for that customer?
I just setup an on-the-fly customer, with nothing on the email on the customer screen, ONLY a check box saying to use what's on the order form, and my order emailed to me just fine.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625

Here's a DFDM of my Customer Document record that worked


------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 05-14-2020 13:20
From: Jeff Schwenk
Subject: Paperless Emailing V2017 ADV

We did look at the customer during GTA session as I walked them through the process.  We drilled down into the paperless record, reviewed the settings that had been imported (they were correct) exited (did not save) and email failed to launch.  Session end.  I hopped on the server, tried it again.  Nada.  It was only after I pasted the invoice email address  into the customer record and saved, did the invoice send via quick print.  Did I miss a field when importing into AR Customerdocuments or one in the customer table that is set when saved via maintenance?

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 05-14-2020 13:04
From: Beth Bowers
Subject: Paperless Emailing V2017 ADV

Have you looked at the paperless setup again for that customer?
I just setup an on-the-fly customer, with nothing on the email on the customer screen, ONLY a check box saying to use what's on the order form, and my order emailed to me just fine.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625

Did another GTA session with user.  Strange but true, it worked this time....

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 05-14-2020 13:26
From: Beth Bowers
Subject: Paperless Emailing V2017 ADV

Here's a DFDM of my Customer Document record that worked

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 05-14-2020 13:20
From: Jeff Schwenk
Subject: Paperless Emailing V2017 ADV

We did look at the customer during GTA session as I walked them through the process.  We drilled down into the paperless record, reviewed the settings that had been imported (they were correct) exited (did not save) and email failed to launch.  Session end.  I hopped on the server, tried it again.  Nada.  It was only after I pasted the invoice email address  into the customer record and saved, did the invoice send via quick print.  Did I miss a field when importing into AR Customerdocuments or one in the customer table that is set when saved via maintenance?

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 05-14-2020 13:04
From: Beth Bowers
Subject: Paperless Emailing V2017 ADV

Have you looked at the paperless setup again for that customer?
I just setup an on-the-fly customer, with nothing on the email on the customer screen, ONLY a check box saying to use what's on the order form, and my order emailed to me just fine.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625