B1 Print & Delivery Mail Merge Functionality

Not planned

Rameez Raja

• February 22, 2018 15:01

Currently Letter Merge is a separate functionality with no relation to Mass Delivery. 

While Letter Merge is quite effective only if you want to generate word documents based on a template to create activities, it is not linked to Mass delivery report configurations. The users are unable to email/print the letters for the Customers. 

It would be really ideal for the customers to bulk email/print the letter merge for each business partners.

 

Regards,

Rameez

Vote

0

• Official comment

  

  Rasmus Jensen

  • February 26, 2018 08:22

  This is unfortunately not something we currently have planned. 

  But if you wish to email out, why not instead use a Crystal Report and rest of B1 P&D functionality (the only real benefit to Letter is that the document is editable afterward but if you email/print you are not using the benefit anyway)
• 

  SSP Automation

  • February 23, 2018 15:08

  Thank you for your request.
  The development team have now added it to our internal planning-system for evaluation.
  [Internal Id: 8950]
• 

  Rameez Raja

  • February 26, 2018 08:48

  Hi Rasmus,

  If I create a Crystal Report, which type of document would I use if we want to send just the PDF/Word document to a specific list of customers and it is not related to any marketing documents? i.e. there is no Mass Delivery configuration for the type : Business Partner (Contact Persons).

  Alternatively we could potentially use the Mail Merge functionality from Word but I was hoping if this could done via. P&D option.

  Thank you.

  Regards,
  Rameez
• 

  Rasmus Jensen

  • February 26, 2018 15:17

  There is the custom and "Internal" (just the name, could be sent to anyone outside the company). You can learn more about these in this e-learning: https://youtu.be/gV0sHWWLayk
• 

  Rene Raggl

  • September 11, 2018 09:53

  Dear Rasmus,

  The thing is that this would be much easier for the average user (i.e. me) to use for ad hoc mailings instead of messing with a Crystal Report to get that set up correctly.

  For our organization, i.e. we would like to be able to inform customers if their parcel failed to ship on the planned day for whatever reason. Or if customers placed an order, but they have overdue invoices.

  
  So this would a firm plus one from me (for what it's worth ;-) for this request.
  
  I understand that a crystal report either linked to a function button or a mass delivery would be the way to go, but Crystal Reports is just a real pain to get into. (I'll have to admit that I am still a real SAP noob if it comes to the admin and configuration side of things.)
  
  Kind regards,
  
  Rene

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