Dana Stidsen

all messages by user

5/15/2017
Topic:
Printing invoices where some printed others email

Dana Stidsen
Hello,
How do I set up the PB form to print some invoices to the printer and others emailed when the email address is present in the OE invoice header?
I would also be interested to know if other conditions could be used like the customer delivery method, contents of an optional field, etc.
Thanks,
Dana
5/31/2017
Topic:
EmailPDFAlias won't override

Dana Stidsen
I can't get the PDF Alias to work. What am I missing?
Dana
6/30/2017
Topic:
Routing # on Deposit Slips

Dana Stidsen
I understand from a client that the routing # on the deposit slip is different than the one on the checks for the same bank account. How to I manage that in the PrintBoss deposit form? Do I have to put the routing # directly in the PB form like changing {BMICR} in the line below?
#[!=,{Copy},'COPY']MICR "{BMICR}","M7.500, N"
edited by Nancy on 6/30/2017
7/1/2017
Topic:
Routing # on Deposit Slips

Dana Stidsen
Hi Nancy,
In Sage 300 we are printing the deposit slip from the AR Receipts batch list and using BK-DP1_v61.rpt Crystal Report form and Deposit1.pbf form which works fine. I don't think they want to reenter the deposit information in the utility. The only issue with the form is the routing code s different from that of the checks. I was planning on changing the MICR line directly in the Deposit1.pbf form. It would not be tied to the bank in use so if they change accounts the MICR for the deposit slip would have to be managed separately. I was wondering if there's an easier way.
Dana
7/4/2017
Topic:
Routing # on Deposit Slips

Dana Stidsen
Thanks Nancy
This makes good sense so i'll make the change in the bank setup and the form.
Thanks for all your help
Dana
1/18/2020
Topic:
Can I have different email messages & Subject line

Dana Stidsen
My client is emailing documents from OE and PO. Inside of OE, they email confirms, invoices and quotes and inside of PO they email PO's. Is it possible to automatically include a predesigned subject line and email message for each document? I assume it is but need to know how to do it.
Please explain. Is it setup inside of the PB form?
Any and all advice is greatly appreciated,
Dana
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