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Articles tagged #SENT
Articles tagged
#SENT
Order to Cash

Apply Credit Memo of One Customer Against Invoice of Another Customer Which Represents One Customer Entity

To apply the Credit Memo associated with Customer A against the open Invoice associated with Customer B, use an additional Journal Entry as it cannot be matched directly.

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CRM

Viewing List of Subscription Messages Sent to a Recipient

You should avoid sending recipients multiple, repetitive subscription invitation and confirmation messages. You should verify how many of these messages were previously sent before you send another message.

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Basic Accounting

Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved

Scenario

User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.

Solution

The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:

1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
  • Type : is Journal
  • System Notes : Type : is Change
  • System Notes : New Value : starts with Approved for Posting
6. Click Email tab
  • Send Email Alerts when Records are Created/Updated: Enter Checkmark
  • Recipient From Results:
    • Send on Update: Enter Checkmark
    • Recipient Field: Enter Created By
7. Search Title: Enter Title
8. Click Save & Run

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Procure to Pay

Approve Purchase Order > Email sent to the Vendor

Scenario

  • Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
  • Vendor record > Preferences >Send Transactions > Via Email = F
  • Purchase Order > Communication >To be Emailed = F
  • When Purchase Order was approved, it sent a copy to the Vendor

Solution

On the Purchase Order in theMessagetab there is theTo Be E-mailedcheckbox. If this is checked when the transaction is saved a copy of the Purchase Order will be sent to the vendor as long as the Order isApproved. The checkbox will automaticallyuncheckitself once the email is sent.

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