General Question

[Former Member]

Hello,

Eventually we want to e-mail invoices to our customers. Currently, we mail them. However, the e-mail field on the General tab of the BP does not necessarily correspond to the AP Dept of the customer. So, do SAP B1 users that e-mail invoices typically create a Contact for the AP Dept and e-mail based on this contact?

Same issue with e-mailing promotions. The general e-mail is not necessarily where we should be e-mailing promotions. So, is this also defined / set-up at the Contact Level?

What if most our customers are small business with only one e-mail and one person? It seems redundant to have to create multiple contacts for this purpose but it seems like we would need to do this to maintain consistency in our operations.

Would like to know how others deal with this.

Thanks!

Mike

[former_member583013]

Mike,

If a contact person is selected in the Marketing Document and if that contact has a email defined in the BP Master then this email will be used when you email the document. Not the email id on the BP Master level.

Best wishes

Suda

[Former Member]

Hi Mike,

One of the practical way to achieve your goal is put the most used email under general tab of the BP. This will be the default email address you are going to use.

You can check SAP document "How-To Use E-Mail in SAP Business One for 2005/7 A/B" under customer portal for detail.

Thanks,

Gordon