You may have a requirement to store multiple email adresses against a single Customer. A simple way to do this is to use Custom Form Fields and set up each Email address as new field. For example:

Statement Email: statements@customer.com
Invoice Email: invoices:@customer.com
Email: info@customer.com

(Email being the standard SYSPRO address).

However, SYSPRO will only use the standard Email address to send documents such as Invoices and AR Statements.

If you want to automatically send an AR Statement to a specific address, you’ll need some 3rd party software.

Blue Streak Consulting have developed a VBA script for Microsoft Outlook that works in the following way:

The standard SYSPRO email address is replaced with a internal address for example:

Email: statements@yourcompany.com

  • The AR Statements are run as usual, but all emails are sent to the internal address.
  • An Outlook rule captures all the email to that address and puts it in a sub-folder.

A VBA script then runs and does the following:

  • Looks up the correct Statement address for the Customer.
  • Creates a new Email, with the correct formatting and footer.
  • Renames the PDF Statement to a user defined name.
  • Attaches the original original Statement to the new Email.
  • Saves a copy of the Statement in a user defined folder on the Server.
  • Sends the new Email to the correct address.
  • Deletes the original Email.

If you’d like to know more, please fill in the contact form here, email info@bluestreakconsulting.co.uk or call us on +44 (0) 844 567 5021.

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