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Sage 200 Report Designer - How to set up debtor letters to send via email

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Summary

This article explains how to set up your debtor letters in Report Designer and Sage 200, so that you can email them to your preferred customer contacts.

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

o set up debtor letters to send via email:

  1. Set up the email options for your debtor letters in Report Designer. To email the letter to the preferred contact email address in your customer account:
    • Choose the header section that contains the 'CustomerAccountNumber' from the 'Email should contain' drop-down list.
    • Add the expression 'SLCustomerAccounts.ContactEmailAddress' as the 'To' address for the letter.
  2. Select the new letter for the appropriate aging period from the Choose Layouts window.
  3. Choose the role that you want to send your letters to, from the Customer and Supplier Document Types window in Accounting System Manager.
  4. Set up a preferred contact for the role in your customer account on the Contacts tab.
  5. Print your letters to the spooler or as a preview. Click Email from the Preview pane.

For full details on how to apply email settings on reports and layouts, please refer to Ask Sage Article

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