Questions EMail Report: AR Invoice Distribution to Different Departments

AR Invoice Distribution to Different Departments

Objective

To send Accounts Receivable (AR) invoices to various departments efficiently, we have implemented a system where each project and customer contact is categorized. This enables the dynamic determination of the appropriate email recipient for the AR invoice.

Solution Implementation

1. Creating Categories for Projects and Contacts:
   • We introduced an attribute that contains different categories for projects.
   • Similarly, we assigned the same attribute with matching categories to customer contacts who need to receive the AR invoices.

Example:

1. • Project Category: ONE
   • Customer Contact Category: ONE
2. Using the Categories in Reports:
   • To display the correct email address on the report, we compare the project category and the customer contact category using an IF statement.
   • =IIf( [PMProject.CATEGORY_Attributes]=[CustContact.CATEGORY_Attributes] , [CustContact.EMail], [BillingContact.Email] )

3. Issue with MailSettings:

   • While the above IF statement works correctly on the report to display the correct email address, it fails to display the result in the "To" field of the MailSettings.

   Problem Statement:

   • The "To" field in the MailSettings does not dynamically update with the correct email address using the same IF statement logic.

Any suggestions on how to set the "To" field in the MailSettings with dynamic values based on project and contact categories