jimmymac
Reputable Poster
We are E1 9.0, tools 8.98.42, and have embedded BI Publisher. We user BI Publisher for formating checks and ACH remittances, but curently do not email any output.
We have a request from AP to email the ACH remittances and it appears that BIP has the functionality to do that. However, what I do not see yet is how to handle the following situation.
ACH remittances are created when the user runs the Write step in the Payment Group process. But it looks like when we have this set up and working, the ACH remittances would be emailed when the Write step is executed and the ACH remittances are created.
This would seem to be a problem, since the Payment Group is not really done until the UPdate step, so the user could undo/reset the payment group, and do the Write step again or back out the payment group altogether.
In a past job, we used CreateForm and were able to schedule the delivery of the email. AP knew that if they had done the Write on an ACH batch but had to reset or undo it, we needed to pull those ACH documents from being emailed.
Is there any capability in BI Publisher to help us address this. Can you in effect stage the emails but not delivery them immediately? Any thoughts, or experiences from someone who has implemented this or dealt with these questions would be appreciated.
We have a request from AP to email the ACH remittances and it appears that BIP has the functionality to do that. However, what I do not see yet is how to handle the following situation.
ACH remittances are created when the user runs the Write step in the Payment Group process. But it looks like when we have this set up and working, the ACH remittances would be emailed when the Write step is executed and the ACH remittances are created.
This would seem to be a problem, since the Payment Group is not really done until the UPdate step, so the user could undo/reset the payment group, and do the Write step again or back out the payment group altogether.
In a past job, we used CreateForm and were able to schedule the delivery of the email. AP knew that if they had done the Write on an ACH batch but had to reset or undo it, we needed to pull those ACH documents from being emailed.
Is there any capability in BI Publisher to help us address this. Can you in effect stage the emails but not delivery them immediately? Any thoughts, or experiences from someone who has implemented this or dealt with these questions would be appreciated.