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Sage 200 Report Designer - How to set up despatch notes to send via email

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Summary

This article explains how to set up your despatch note layouts in Report Designer and Sage 200 so that you can email despatch notes to the preferred customer contact or delivery address contact.

Description

This article has been prepared and issued to you as a goodwill gesture only and Sage accepts no liability or responsibility for its use. For further support please refer to your Business Partner.

Resolution

To set up despatch notes to send via email:

Report Designer

Set up the email options for your despatch note layout in Report Designer. To email the layout to the delivery address contact or the preferred customer contact email address:

  • Select the group that contains header section of the layout from the 'Email should contain' drop-down list. For the SOP despatch note (Single) layout, select the group that contains the SOPDespatchReceiptID  - this can be group 4,5 or 6.
  • Add the following expression as the 'To' address, to send the email to the delivery address contact on the order or to the customer contact when there is no delivery address:
    (SOPOrderReturns.CustomerTypeID=0) ?SLCustomerAccounts.ContactEmailAddress: (SOPOrderReturns.UseInvoiceAddress=0 ? SOPDocDelAddresses.EmailAddress :SLCustomerAccounts.ContactEmailAddress)
Sage 200
  1. Add the new despatch note layout on the Choose Layouts window.
  2. Set up a customer role from the Customer and Supplier Roles window in Accounting System Manager and select this role for the Sales despatch note document type from the Customer and Supplier Document Types window.
  3. Set up a preferred contact for the role in your customer account on the Contacts tab.
  4. Make sure you have entered an email address for your delivery address contact on the Customer Delivery Addresses window.
  5. Print your despatch notes to the spooler or as a preview. Click Email from the Preview pane.

Detailed instructions can be found on our online help system. Click here for the online helpfiles. Alternatively, please refer to Ask Sage Article

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