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Sending batch email form report, where supplier only recieves own relative page

  • 9 July 2024
  • 1 reply
  • 24 views

Hi there

I have created a Payment Statement report for suppliers, having one supplier payment statement per page. So if there are 20 suplliers, there will be 20 pages each with their specific data.

We would like these to be sent as a ‘bulk’ emial, but each supplier should only receive their own statement and not the whole report.

Is there a way to set this up?

Thank you.

1 reply

lauraj46
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Userlevel 7
Badge +8

Hi @suemackeown13 ,

The payment statement should include a parameter for the vendor id.  

Create a Business Event.  The screen for the Business event should be a GI that returns the list of vendors.  Add an Email subscriber. On the Attached Reports tab of the Email template add your report and link the bAccountID from the GI to the parameter on the report.

Schedule the business event to run as needed.

Hope this makes sense.

Laura

 

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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