Sage MAS 90 and 200 Extended Enterprise Suite

[phonelady]

We use EES (MAS90 4.4 and CRM 6.2) and we use Paperless Office for invoicing.

For some customers we want all invoices to go to 1 email address, always.

For other customers we want the invoices to go to the person that placed the order, always. 

We put orders in via CRM so the "Person" is selected when the SO is created.

Is there a set up field someplace that we are missing (hopefully!)?

Thanks!

[sandyp]

In MAS 90 A/R Customer Maintenance, there is a Paperless button on the Main tab.  You can set up the Paperless Office Delivery Options on the main tab to select the method and on the E-Mail tab select the customer or person(s) you want to send the invoices to.

[phonelady]

Thanks for the reply, but that does not answer our question

We are hoping that there is a setting that would:

-allow us to flag that all invoices for this customer, regardless of who places the order, would go to 1 email address

-flag other customers to have the invoice sent to the email address of the person who placed the order -- and that is automatically filled in when the SO is created via CRM and the Person is selected in the order entry process

Currently, for the later customers you have to cut & paste their email address.

On another note, default setting for paperless would be fabulous

[BadgerJerry]

Actually Sandy answered your question quite well.  The help files explain that under Paperless Office Delivery Options you may:

Use E-mail Address in Data Entry

Select this check box to e-mail the selected form to the e-mail address entered in the appropriate data entry task. An e-mail address can be entered in Accounts Receivable Invoice Data Entry, Sales Order Entry, S/O Invoice Data Entry, and RMA Entry. Clear this check box if you do not want to send the form to the e-mail address entered in the data entry task. This check box is available only if this task is accessed from Customer Maintenance.

Use Customer E-mail Address

Select this check box to e-mail the selected form to the e-mail address entered in Customer Maintenance. Clear this check box if you do not want to send the form to the customer e-mail address. This check box is available only if this task is accessed from Customer Maintenance, and an e-mail address is entered for the customer at the E-mail Address field in the Customer Maintenance window.

The customer e-mail address is displayed to the right of this check box.

Your follow up question is confusing.  Are you asking how to set the above up?  Or are you asking how to automatically populate the Customer Contact's e-mail address?  Or something else?

[SPyle]

We also have some customer that require confirmations to different buyers.  What we've evolved to is having a mandatory AR popup memo that states this, and also have the different buyer's and emails listed so we can quickly copy/paste to the sales order header screen. 

It's not as automatic as having the paperless option to the contact person (which I think should been been a "no-brainer" to include, but it's far better than having to remember all the customers to which this requirement applies.

If I had scripting skills, I might try to get the contact's email address to appear on the SO header screen for an easier copy/paste, but alas ....

[phonelady]

Steve, thank you for understanding what i was trying to explain!!!

Have you upgraded to 4.5 yet?  Maybe by some miracle this has been addressed.    I'll put in for an enhancement request to....

[SPyle]

<sigh>  I'm on 4.5 now - longing for a way to go back to 4.05....    </sigh>

It doesn't look like anything changed for paperless.

There is already an enhancement request for paperless to contact email:

Title: Give user option to select the default source of email address on the sales order

Link to vote:  https://www11.v1ideas.com/SageERP/MAS90and200/Idea/Detail/584