I would like to update all our customers to receive invoice via email pdf, what table should I use for import? Also is there a way for us to set all new customers to have the Paperless office PDF to have the email checked?
Thanks.
I would like to update all our customers to receive invoice via email pdf, what table should I use for import? Also is there a way for us to set all new customers to have the Paperless office PDF to have the email checked?
Thanks.
AR_CustomerDocuments is the table you are looking for.
There isn't currently a way to do a default Paperless Office setup for new customers. That is something being considered for a future enhancement.
I checked the table, but that only shows customers that have already email document checked, is there a way for me to assign customers that do not have paperless office setup through VI, perhaps other table? thanks.
You would setup a V/I Import into that table, AR_CustomerDocuments. You can choose in the import to setup the customer for Print, E-mail or Fax. If E-mail, whether to use the email address in data entry or the customer e-mail. If Fax, whether to user the fax number in data entry or the customer fax number.
If you do not know what to use for the Document field in the import file, just setup a record for a customer for the desired document (example: A/R Invoice, S/O Invoice, A/R Statement, etc) and then look at the data in DFDM to get the value needed.
You can't import the detail of contact codes and additional e-mail addresses.
You would setup a V/I Import into that table, AR_CustomerDocuments. You can choose in the import to setup the customer for Print, E-mail or Fax. If E-mail, whether to use the email address in data entry or the customer e-mail. If Fax, whether to user the fax number in data entry or the customer fax number.
If you do not know what to use for the Document field in the import file, just setup a record for a customer for the desired document (example: A/R Invoice, S/O Invoice, A/R Statement, etc) and then look at the data in DFDM to get the value needed.
You can't import the detail of contact codes and additional e-mail addresses.
oh so in the vi job, I can add customers to that existing table even the customers are not there since they never setup paperless? I never added record in to the tables only update =)
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