JMast
Reputable Poster
Hello,
We are currently using embedded BI Publisher for emailing sales invoices (r42565) and it works great. We are using Send Method in A/R as the data selection on the R42565 to separate the emailed from printed jobs. We are using the data driven email on Sold To which references the messaging indicator on Line 0 of WhosWho. We do have some customers with multiple email addresses receiving invoices.
We are now looking into emailing statements which brings up questions on how statements and invoices coexist in BIP emailing processes. I have been looking here and Oracle Community/Support and keep finding enhancements related to the questions I have but there seems to be little action on them.
So, I have a few questions to ask the community since there will be a variety of ways to handle them.
- What field do you use in A/R for data selection on the R03B500X to separate out the email from printed into separate versions? CRMD (send method) is not on the business view.
- How do you handle the possibility that a customer will want sales invoices to go to one or more emails that differ from statements? Do you require all emails that get sales invoices to also get statements? Do you only allow a customer to have one email address for statements so you can use the functionality of fetching the email address in the UBE and putting it in the data driven variable?
Thank you for any and all suggestions / options.
Jer
We are currently using embedded BI Publisher for emailing sales invoices (r42565) and it works great. We are using Send Method in A/R as the data selection on the R42565 to separate the emailed from printed jobs. We are using the data driven email on Sold To which references the messaging indicator on Line 0 of WhosWho. We do have some customers with multiple email addresses receiving invoices.
We are now looking into emailing statements which brings up questions on how statements and invoices coexist in BIP emailing processes. I have been looking here and Oracle Community/Support and keep finding enhancements related to the questions I have but there seems to be little action on them.
So, I have a few questions to ask the community since there will be a variety of ways to handle them.
- What field do you use in A/R for data selection on the R03B500X to separate out the email from printed into separate versions? CRMD (send method) is not on the business view.
- How do you handle the possibility that a customer will want sales invoices to go to one or more emails that differ from statements? Do you require all emails that get sales invoices to also get statements? Do you only allow a customer to have one email address for statements so you can use the functionality of fetching the email address in the UBE and putting it in the data driven variable?
Thank you for any and all suggestions / options.
Jer