Reporting to the MAX Tech Tip

Question:
Accounts Receivable Statements need to be sent to customers using e-mail

Answer:
To set Reporting to the MAX to print statements to e-mail you can follow the steps below. Make sure that you have a backup of your report before you modify it. Make sure to check the reports box. This will backup your reports. Then you can proceed to below.

1. Select the appropriate statement format from the list and open with R&R Report Writer.
2. Click File > Save and Save as different file name. email statement.rrw is a suggestion.
3. Click database> query highlight each query and click delete. Then click OK when finished deleting queries.
4. Click on database.
5. Click group order the put a check in the reset page box on the ar_cust line. This will reset a new page for each customer.
6. Go to file >export. Select the rich text format. Put the check in send via MAPI.
7. Click on mail options and put the dot in send burst report. Then under burst level select ar_cust. Then on send to field select ar_email. Then in the subject and message fields put whatever is desired. Click ok.
8. Click edit and type in the name of the file to create. And click export.
9. On each email it may ask to connect to your email client. Click yes after each one.
10. Note that the custom queries have to be done each time.
11. Done.