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Steps forAutomated E-mail Sending – Sage Accpac
Prerequisites: A Configured MS OUTLOOK
Open Vendors in A/P Vendors
Define Emails
Select Vendor number
Define Email in Address Tab
Define Email in Contact Tab
Define Delivery Method
Select Processing Tab
Select desired Method“E-mail” for email id in Address tab.OR“Contact’s Email” for email id in Contact tab
Press “Save”
Create Email Template (body text)
Select A/P Setup Open Email Messages
Create Email Template (body text)
DEFAULT Message ID(Created by default)
“Accpac Variables”Uses data from your database,Variable List:Referring Vendor:$VENDOR_ID$VENDOR_NAME$VENDOR_CONTACTReferring Your Company:$COMPANY_PHONE$COMPANY_FAX$COMPANY_CONTACT$COMPANY_NAME
Create Email Template (body text)
Enter your desired ID to Create your own.“TEMP1” in this case
Add description
Add Subject using Accpac Variables
Add body text using Accpac Variables
Press Add Button Caption turned into “Save”. You can perform further editing or deleting if required.
Sending Emails
Select A/P Vendors ReportOpen Letters / Labels
Sending Emails
Select Letter Confirm Correct Letter File. Below is default(This file will be archived and sent as attachment)
Sending Emails
Select “Vendor” for Delivery Method
Sending Emails
Enter Your Desired Message ID (Email Template)Select Vendor Number to Send
emails to only selected vendor(s)ORSelect Vendor Group to send emails to all vendors in selected group(s)
Sending Emails
Select Same Vendor number in “From-To” fields to send email to single vendor.
Select different Vendor numbers in ascending order in “From-To” fields to send email to Multi Vendors.
Note: Same procedure applied if Vendor Group is selected
Sending Emails
Press Print
Sending Emails
A Dialogue box appears Showing Printing Status
Sending Emails
A Message box appears by MS Outlook. Press Allow
MS Outlook sends email(s) automatically