Short answer: don't even try.  The data is in multiple places, designed to work from within Sage 100 only.  External reporting programs (like Sage Alerts) don't have the ability to intelligently pull from all the different places properly.  I've tried in the past and gave up (since it was simply too complex to cover all the options through ODBC).

Transaction (SO / Invoice).

Customer

Customer contact

Additional email addresses (added manually into the paperless settings for that form / report).

In v2019 they've even added extra features for CC's (and copy to the SP) introducing more complexity in how the email addresses are stored.

For emails generated from ODBC, storing / maintaining the email address specifically for that functionality, separate from Paperless Email settings, is so much easier to implement.

Thanks for the input Kevin.  We are running Premium on SQL, so no OBDC here.

Anyone have the set up instructions when running a SQL database?   Don Farber assured me it would work, just need to know how, lol.

Thanks!

Premium / SQL uses ODBC too for all external reporting.

Sage Alerts (KnowledgeSync) has no access to Sage 100 business objects (which would be needed to intelligently use Paperless settings without painstakingly querying the different tables, multiple left-outer-joins...).

If Don Farber has a method to do this, I'd be VERY interested to learn how.

Query AR_CustomerDocuments, AR_Customer, AR_CustomerContact, AR_CustomerDocumentContacts... and the applicable transaction table (SO_SalesOrderHeader / SO_InvoiceHeader / AR_InvoiceHistoryHeader...), easily from an external tool (not using BOI).  That would be extremely useful.

This really comes down to how complicated a set up you have for your e-mail addresses.

If you use multiple options for doing your e-mailing as Kevin noted above, it will get complex.

If you are primarily using the e-mail address in the customer master file (which I do) then it's actually pretty simple.  Worst case scenario you could add a UDF for the preferred e-mail address and query that field.

Exactly. 

The Paperless settings are too difficult to query in full, but a simplification of the logic (ignoring what is in Paperless table data) is much easier to implement.

Kevin, I spoke with Don at the Sage Summit in Atlanta and they are working on The Holy Grail, getting Sage Alerts and Work Flow to send out Sage 100 forms and reports that are based on works tables.   

Hello Ann, it seems as if I have been replying to your post for years and years. You would need a couple of tables. AR_CustomerDocumentContacts and AR_CustomerContact. Create a query to return the data. Create a Crystal report version of the invoice and create a parameter for the Customer Number. When you create an event add both the query and the report to the event. It will prompt you for which field to use from the query for the Crystal report prompt.  That is the basic you can start from.

That would be a significant feature to add to SA&W for sure.

It's a bit more complicated than those two tables...  It all starts with AR_CustomerDocuments, to determine if the customer is even configured to be emailed that form.  Then the specific addresses can be in four different places.

BigLouie  Maybe since 2001 or so!     

We were able to get this working, though how exactly is over my head.   PM me and I can connect you with the magician that got this working for us.   This is going to solve our one email domain/2 division issue all the way around!

As an aside, it sounds like V10, due out soon-ish, will have some big updates.