VI job to change all customers for a sales person to email invoices - Paperless Delivery

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I am trying to figure out how to create a VI job to be able to change all of the customers for a sales person to email Sales Order & S/O invoices.  I've tried exporting AR_CustomerDocuments and AR_CustomerDocumentsContacts, but neither of those seem to be what I need. 

Ultimately I wan to exports all customers (using correct file), only listing a particular sales person, change to email invoice and sales order to YES, and add the sales persons email to additional email, then import.

What method and file to your suggest I try.

I am using Sage 100c v2020

 

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  • 0

    In your version of Sage 100 you don't need to setup each customer to email the salesperson.  You can set that up in Salesperson Maintenance.  When in Salesperson Maintenance with that salesperson number being edited, click the Paperless button you can then choose which documents that salesperson should be emailed when their customers are sent an email.

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  • 0

    In your version of Sage 100 you don't need to setup each customer to email the salesperson.  You can set that up in Salesperson Maintenance.  When in Salesperson Maintenance with that salesperson number being edited, click the Paperless button you can then choose which documents that salesperson should be emailed when their customers are sent an email.

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