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Former Member

Automatic Dunning By Email

I know that I can set up B1 Dunning Levels and using the document printer print off all my dunning letters and have them mailed out, but I would much rather set this up via email. Is it possible to set it up to send out either HTML formatted emails or PDF attachments with the Dunning Letters attached by using the document printer? Is there an add-on solution that would allow me to automatically send out invoices, dunning letters, etc like this?

Will B1 2007 offer this functionality?

B1 2005 SP01 PL 31

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    Posted on Sep 26, 2007 at 12:49 PM

    check out Task Centre (the oem version for this is called Automation one and is made especially for SAP B1) The website for this is orbis-software.com we have integrated this with SAP many times and this would handle this functionality you are after here. check it out

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    • Former Member

      John/others who use the above products,

      If we want to distribute customer statment and invoices in Task Centre/Automation One, does it work out of the box with SAP Business One documents created in Print Layout Designer ; or it needs additional customisation of templaes with the product?

      Also, could anyone recommend a vendor / product for Australia?

      Edited by: Shwu Hua Gan on May 19, 2008 2:03 PM

  • author's profile photo Former Member
    Former Member
    Posted on Sep 26, 2007 at 08:08 AM

    Adrian,

    That sounds exactly like what I'm looking for. I went to their website at www.draycir.com and all it talks about is Sage Software. I couldn't find anything about it being integrated with B1. Is that something you customized or is there a plugin somewhere that does it? What kind of software and implementation costs am I looking at?

    Thanks,

    Derek

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 26, 2007 at 05:37 AM

    Hi Derek,

    As far as sending Dunning letter, I do not believe can be automated to be sent through email. I am not sure if it is even available on the SBO 2007 release.

    Suda

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 26, 2007 at 07:58 AM

    Hi Derek,

    The software that i have used for automated bulk emailing is Spindle Software. My clients use it to bulk email statements, dunning letters & remittance advices etc... from within SAP Business One.

    Kind regards,

    Adrian

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