PBI 4334 - Add copy invoice to dunnig

Answered

Erik

• June 24, 2016 09:48

Is it possible to add copy invoices to a dunning letter email generated with P&D ?

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• Official comment

  

  Naama Aharoni

  • June 27, 2016 08:15

  Hi Erik,

  There is an option to do so with some skilled Crystal work. I will turn this question into a development request.

  Thanks, Naama
• 

  Rasmus Jensen

  • November 13, 2017 15:52

  Added to internal todo-list but not yet planned for a specific release
• 

  Matt Barnum

  • March 12, 2019 14:03

  Hello Rasmus, 

  Has this been released? We are having customers asking frequently for copies of invoices and credits, when they could simply be included in the reminders. 

  Thank you!

  Matt 
• 

  Joris Sibenius Trip

  • November 08, 2019 15:20
  • Edited

  In case anyone still has this requirement and has not found a solution for it, here is how I met this requirement:

  When creating (or when sending) the invoice, make sure it is also created as a pdf in the attachment folder and attached to the invoice (the report action save document can do this for you). If this is done, set the following in the additional attachment field in the email dunning report action:

  SQLMulti:SELECT IFNULL(CAST(T3."trgtPath" AS nvarchar(4000)),CAST(T4."trgtPath" AS nvarchar(4000)))||'\'||IFNULL(T3."FileName",T4."FileName")||'.'||IFNULL(T3."FileExt",T4."FileExt") FROM DWZ2 T0 JOIN OINV T1 ON T1."DocEntry" = T0."DocAbs" AND T1."ObjType"= T0."DocType" LEFT OUTER JOIN ODPI T2 ON T2."DocEntry" = T0."DocAbs" AND T2."ObjType"= T0."DocType" LEFT OUTER JOIN ATC1 T3 ON T1."AtcEntry" = T3."AbsEntry" LEFT OUTER JOIN ATC1 T4 ON T2."AtcEntry" = T4."AbsEntry" WHERE T0."WizardId" = $[BOY_DUNNING_WIZARDID] AND T0."CardCode" = $[BOY_DUNNING_CARDCODE]

  This worked for me. If anyone has a better or easier solution, please share :)

  Kind regards,

  Joris

   

  NB I made this to include invoices and down payment invoices, if you want it to include credit notes, dont forget to add a join for ORIN
• 

  Bas Romeijn

  • January 10, 2022 11:37

  Dear Joris,
  
  Thanks for this post. It helped me a lot.
  I was wondering if there is a way to perform the "save and add to attachment" function on the invoice at the same moment as the dunning run. So that a customer don't have tot save all his invoices when he don't really need the PDF. So that he only saves the invoices from the dunning run.

  Regards,
  Bas Romeijn
• 

  Joris Sibenius Trip

  • January 11, 2022 12:08

  Hello Bas,

  Unfortunately, I dont have a possibility for this. I suppose the closest you could get to this is run a mass delivery based on your dunning run right before you send the dunning reports (for example using a link to this mass delivery action on a button on the final step of the dunning wizard) and let this mass delivery save all relevant invoices at that moment. But i think it would be a manual step between creating the dunning run and actually sending the emails. If anyone has a better way please share.

  Regards,

  Joris Sibenius Trip

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