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This example explains how to:
Open: Report Designer > Report Designer.
Select a Debtor letter layout: File Explorer > Letters.
Enter your email options:
From the Email message should contain drop-down list, choose the group that matches the header section of the debtor letter.
For the Sales Ledger Debtor Letters, select the group that contains the CustomerAccountNumber.
To send your debtor letters to the contact for each customer, click To...., and add the SL Customer Accounts > ContactEmailAddress expression.
In the Expressions section, click Add .
Drag the following from the Fields pane to the Expression Editor section:
SL Customer Accounts > ContactEmailAddress.
To copy this expression from a text file, click here.
If required, click CC... to enter the recipients for a copy of the email.
These can be entered as text or as an expression.
Enter a Subject for the email:
This can be entered as text or you can use an expression to include information such as your company name.
Choose whether to send the letter as plain text or as an attachment and enter the required message text.
If you want to send the report as plain text, you may have to amend the layout to make it suitable for an email message, as the layout is designed for printed output. Some layouts contain text that is designed to be read by a 3rd party document management add on available for Sage 200. This text is not designed to be printed but will appear when the document is sent as plain text. You may want remove this if you are sending your emails as plain text.
Enter a Filename for the attachment.
You can use an expression for this if you want the filename to include information such as your company name.
Choose your email account provider.
|Microsoft Outlook||Select this if you are using Microsoft Outlook 2003, 2007 or 2010.|
Select this if you send email using an SMTP provider such as Hotmail, Gmail or Yahoo Mail.
|MAPI||Select this if your email application uses a MAPI (Outlook / Exchange) mail server.|
Note: You can set up a default email provider for all reports in Report Designer > Tools > Options | Email Setup.
To save the new letter, select File > Save As.
When you change a default layout, letter or report, you must save the new layout, letter or report in the custom or company folder.
Select the new letter layout for the required aging period.
Select the customer account role that you want to send your letters to.
Open: ASM > Settings > Customer and Supplier Document Types.
Set the preferred contact for this role in each customer account.
Open: SL > Sales Accounts > Amend Account Details | Contacts.
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