Question

AR Customer Contact Output Media connection to Reminder and Statement of Account

  • 22 October 2021
  • 2 replies
  • 163 views
ALHAGMO
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Userlevel 5
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We are implementing the payment Reminder process (create reminder Proposal, approve and print/send) per mail at the moment.
But we have realized, that also the statement of account will be sent out automatically when setting AR Customer Contact to Outputmedia E-Mail.
Is there a way to disconnect the 2 reports?
We want to send the payment reminder per mail to the customer and print only the statement of account.
Thank you for your support!

Regards Martina

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2 replies

Yoshini Silva
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Hi,

Please disable the “event action” that you have created for “statement of account” and retry to do the same steps.

 

Navigator Path:

Solution Manager>Integration> Events>Print Job>Click RMB >Show Actions > Then search by the action description

 

 

 

Hope this will help you. :)

 

Best Regards,

Yoshini

T
Rank
Userlevel 7
Badge +18

Hi, 

  • Yoshini Silva  is very correct.  Typically you would have two event actions (or more), The condition on the event action to email the statement would refer to the statement report, the reminder action would be conditioned for the reminder report.  

  • You would turn off the event action so IFS would no longer email.  A PDF is created, but we would no longer email. 

  • You could also look into the IFS Report rule functionality.   This is something that can be part of the solution manager training.  I used this to send different reports to different contacts - for example send the order confirmation to X but send the invoice to Y.  It’s pretty impressive what this function can do. 

Best regards, 

Thomas

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