SageForum for UK versions of Sage 50- Help and support.

Hi there,

I'm finally getting round to sorting out the email feature for remittance advice through SAGE. Can anyone tell me the expression required to call the email address from the supplier?

I can't seem to find it under the fields section and tried to make a few up but they didn't work.

I tried "REMITTANCE.E_MAIL" and things along those lines but no luck.

Any clues?
Thanks
Andy
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Using: PC, Sage Line 50 Version 13.02

purchase_ledger.e_mail

Thank you!

Sorry for slow reply...

Thanks again.
Andy.

HI again.

Bruce - thanks for the response before but when I try your code it won't let me save it. I assume this means there is an error.

Any other ideas?!

Andy

Maybe you are editing a read only layout.

Check you can save the fiel before making changes, try "save as" and giving it a new name.

Right.

Sorry for not making myself clear. When I say it won't save it I mean the section used for inputting the code won't let me save.

It is just the expression editor part of layout designer that is not letting me save it. It does this when the code is wrong - try putting something you know is wrong in the expression editor and you should see what I mean.

I have no issue saving files in general.
Thanks
Andy.

Why are you using the expression editor to put a field on a report?

Why not select it from the drop down boxes on the tool bar and then place it in the report?

If you have a problem saving an expression, then it is because the expression you have entered is invalid.

Copy and paste the expression (that will not save) in here and I can take a look.

Perhaps you are entering a field in a table that is not joined?

Hi Bruce.

Thanks again for the reply. I'm not doing too well at explaining myself am I?! I appreciate the help though.

I am trying to set up the emailing of reports to customers (specifically remittance advice) and am having to edit the template so that it works. I am trying to add the email into the E-Mail Options section of the properties menu on the right hand side of the Report Designer. So I am not actually trying to put it into the report itself, just the properties of the report so that I can then go and email the remittance advice. I am using the "configure email settings" box and then clicking on the "to" link, then adding an expression that defines the people I want to send the report to.

I have tried purchase_ledger.e_mail and also with it in capitals but it won't then do anything when I click OK.

Did that make sense?! Hope so.

Many thanks.
Andy

Here is the method I followed and that worked for me.

Sorry to be so detailed, but I hope to avoid misunderstanding, not make things complicated.

Let me know at what point you have a problem following this sequence.

Open the layout in the report designer
In the report explorer, locate the email options, click on the ... button to the right to open the "Email Settings Screen"

Click on the "To" button

All the boxes should be empty.

Alongside the lowest box (Expressions that define the people you want to send the report to) click the Add button to open the expression editor window

In the lower Right (fields) find the Purchase Ledger, click on the plus sign by the heading to show all the fields in the table, find the field called E_MAIL and double click it.

It should now appear in the main window as PURCHASE_LEDGER.E_MAIL

Press OK

Press OK

Press OK

Save your report

No worries Bruce.

The details are appreciated.

I followed through the steps to the point where you say:

"...find the 'Purchase Ledger', click on the plus sign"...

I don't have Purchase Ledger as one of the options. I have "Company", "Currency", "Remittance" and "Report"

I thought maybe it was because I was using a customised Remittance Layout so I went back to the original but I still get the same list.

Thanks again for thoroughness. Maybe I need to be paying for your time on this one?
Andy.

the problem is that the data source for your report, does not include the Purchase Ledger.

With the report open in the report designer:-

Data>Joins

on the left hand side double click on purchase ledger

in the central area, drag from "Account Ref" in the Purchase Ledger table and drop on "Account Ref" in the Remittance table.

This now links the two tables of data together.

Save at this point and then go back and retry the last step.

Great!

Works now.

Thanks again for all your help.
Andy.

Hi again Bruce.

Another question - it's still about emails in the Report Designer - I'm now wanting to know if it's possible to change the name of the pdf attachment to an outgoing email to something more useful than the filename of the template.

So - at the moment I have SAGE setup to send out invoices as pdf attachments to emails. The PDF always has the name of the template (in this case 1 - Ltd Invoice). It would be much easier if the name of the pdf could be the invoice number. So the PDF name would be variable rather than fixed as "1 - Ltd Invoice.pdf"

Is that possible? Did that even make sense?!

Regards
Andy.

I don't know of a way to do that.

Thanks for the reply anyway!