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

SUGGESTED

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

 

Parents Reply Children
  • 0 in reply to BShockley

    You are absolutely correct, I am sorry that I didn't look at that closer before posting.  I was confusing the lack of V/I import to some of the P/L tables such as the log tables.  AR_CustomerDocuments and AR_CustomerDocumentContacts can be used for V/I imports.

    Once the AR_CustomerDocuments records are imported, then the setup can be done in Salesperson Maintenance so that importing the salesperson email as an additional email in AR_CustomerDocumentContacts would not be necessary..

  • 0 in reply to Steve Passmore
    SUGGESTED

    Big picture, you also have to enable emailing in Company Maintenance, then enable Electronic Delivery for the form (in Paperless settings) before you can choose the email option for customers (and that form).