Sage 100

Paperless Office Invoices: We have the requirement to incorporate additional data in the e-mail subject line when e-mailing invoices to customers. Is this possible and what approach is required - custom programming, scripting, etc? (By the way it involves JobOps data also.)

Do they have KnowledgeSync? We did a project for using KS. Client had a lot of invoices so it was just faster to run the process in the wee hours of the morning. We incorporated the paperless address tables into the process and was quite effective. You shouldn't have any issues getting additional data in the subject line.

@JeffSchwenk Thanks for this suggestion. We solved the issue temporarily, but will be reviewing this option for the long term solution.

OK, when you say you solved it, you have to share an overview of how you did it. One of the Vegas rules.....

In their previous system (QB) the e-mailing was not automatic, so they brought up the e-mail in outlook adjusted the subject. In this case we have them do a quick print and they are able to do the same. For batch invoices this will not work. Of course they didn't do the proper testing we directed them to do, so this didn't come up until live operation. Two lessons from this: 1. When QB is involved remember that they can and will change anything whenever they want, so what may be happening is unpredictable even from user to user. 2. Stand fast on critical tasks, such as user testing, even if it means delaying by a month.

What? You have an expectation that newbies actually TEST the system. I just build that into the project cost because they never do.......

Seriously, we have formal test scripts. Of course, if they never actually do the testing that ends up being a waste of paper. We're miracle workers, but we cannot counteract inherent stupidity, laziness or lack of proper management oversight. (I'm sensing we need an additional term in our agreements.)

@JohnHoyt if you figure out how to include inherent stupidity, laziness or lack of proper management oversight in your agreements, please be sure to let us know!!

If stupidity is the real issue, then we can use euphemisms and they'll never know.