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