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Email Template Group By Function

  • June 6, 2024
  • 3 replies
  • 99 views
cmoreland
Semi-Pro III
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I have an email template that I would like to send that summarizes the days shipments. 

Is there a way to group by shipment nbr but still show the lines? Something like:

 

ShipmentNbr1

Line1 

Line2 

ShipmentNbr2

Line1 

Line2 

Best answer by chrisgold

I was attempting something similar today with PPV by line. It looked like the intension for business events with larger data results is to schedule the delivery of a report.

On SM204003 - Email Templates > Attach reports - you could have a ‘shipments’ report, with a parameter set for @today on ship date.

Thanks @chrisgold  I was thinking this would be the path. I was just hoping there was a quick email function that would work while we developed a bigger report. 

In our instance there appears to be a standard report “SO621500 - Shipment Details by Inventory Item”, you might be able to adapt that fairly easily, or might work as a stop-gap measure.

Luck is what happens when preparation meets opportunity. ~Seneca
robk20

3 replies

C
Jr Varsity II
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  • chrisgold
  • Jr Varsity II
  • June 6, 2024

I was attempting something similar today with PPV by line. It looked like the intension for business events with larger data results is to schedule the delivery of a report.

On SM204003 - Email Templates > Attach reports - you could have a ‘shipments’ report, with a parameter set for @today on ship date.

cmoreland
Chris Hackett
cmoreland
Semi-Pro III
Forum|alt.badge.img
  • cmoreland
  • Author
  • Semi-Pro III
  • June 6, 2024

I was attempting something similar today with PPV by line. It looked like the intension for business events with larger data results is to schedule the delivery of a report.

On SM204003 - Email Templates > Attach reports - you could have a ‘shipments’ report, with a parameter set for @today on ship date.

Thanks @chrisgold  I was thinking this would be the path. I was just hoping there was a quick email function that would work while we developed a bigger report. 

Luck is what happens when preparation meets opportunity. ~Seneca
C
Jr Varsity II
Forum|alt.badge.img
  • chrisgold
  • Jr Varsity II
  • Answer
  • June 6, 2024

I was attempting something similar today with PPV by line. It looked like the intension for business events with larger data results is to schedule the delivery of a report.

On SM204003 - Email Templates > Attach reports - you could have a ‘shipments’ report, with a parameter set for @today on ship date.

Thanks @chrisgold  I was thinking this would be the path. I was just hoping there was a quick email function that would work while we developed a bigger report. 

In our instance there appears to be a standard report “SO621500 - Shipment Details by Inventory Item”, you might be able to adapt that fairly easily, or might work as a stop-gap measure.

cmoreland
Chris Hackett
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