Emailing Sales Order Acknowledgments & Invoices in Epicor 9
Updated September 14, 2016
An Epicor® 9 customer approached us looking for a way to quickly send sales order acknowledgments and invoices from their respective forms within Epicor® and to automatically select the e-mail address based on the contact associated with the customer record.
By utilizing the standard report objects within Epicor® 9 ERP, we were able to submit the report to Epicor. By using the standard report transactions, we were then able to run whatever report was setup as the default for these items, even if they had made a new report data definition or had changed the Crystal Report itself.
One of the challenges here was to ensure that we waited long enough for the report to generate as well as making sure that we grabbed the correct XML file for the report. To work around these issues, we submitted the report with the associated workstation ID to ensure that, even if user names were being used by multiple people, that the proper report information was returned to the correct user.
Once the XML was generated, we would use the Epicor® Crystal Report object to bring the two together, and then we would send the report to the e-mail address selected using standard .NET logic. The SMTP information is pulled from the Company record to ensure that if this information ever changed that we would not need to update the customizations to reflect this.
Would you like to automate your order acknowledgments or invoices from within Epicor® 9? Or do you have another idea to streamline your Epicor® ERP installation? Contact us now!