Auto Emailing on Payment Posting in Sage 300 ERP

By | May 23, 2018

In this blog, we are going to discuss E-mail Messages option. On click of post button, (Refer below screen) email should be sent automatically to multiple ids linked to Email field from AP Vendor Master Screen.
Use the A/P Payment Entry screen to:

  • Start new payment entries and enter the general information for a check—such as the type of payment entry, the vendor number, the name on the check, the check date, and whether you are recording information for a check that is already issued or printing it from Accounts Payable.

New Stuff: Datewise GL trail Balance Report

Note: The fields that appear on the Document tab of the Payment Entry screen depends on the type of transaction you are entering.

  • Enter and optionally print checks for vendors to pay outstanding invoices or cash invoices, or to prepay vendors.
  • Apply previously posted prepayments or credit notes to posted invoices and debit notes.
  • Edit system-generated payment batches (generated by the Create Payment Batch screen).
  • Enter adjustments to invoices you are paying in the Payment Entry screen, instead of using the Adjustment Entry screen.
  • Print a batch listing report for a selected batch.

Once the user clicks on the Post button, the system will automatically generate below format
NOTE: Format may change as per your requirement

  • Name of vendor: – Vendor name field.
  • { * } Total of applied amount field from detail level.
  • Invoice: – detail level document number field.
  • Date:-Invoice date field.
  • Amount: – detail level applied amount field.
  • Total:-Total of applied amount.

With the help of this feature, you can save your time to manually send mail & attach the respective files.

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