When I click a particular Payment on the Checks and Payments screen, then go to the AP Payment Register report, then click the Send button, I would like to have a simple email template which populates data from the AP Payment Register report. Specifically, I would like to use the Vendor Name and Email Address and the Amount. I would also like the User’s Name in the email signature.
I have tried two things.
- I created an email template based on the Checks and Payments screen and specified that in the AP Payment Register Report Designer. But none of the Data Fields I select in the email template work. The AP Payment Register Report screen does not appear to be available for the basis of an email template.
- Next, I scrapped the email template idea and tried to enter the email in the Report Designer Mail Settings fields. The problems here include not finding the Vendor Email Address and not being able to create the email Body with the line breaks and formatting desired.
The email template option is my preference but the Checks and Payments screen does not seem to offer the data fields I want to use.
I would be happy for even a tiny bit of guidance.
Thanks, Tom
