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Setup and Use

Overview

Some integrations require that an invoice email with attached PDF be sent to the integrating platform.

Setting up the system

  1. Navigate to this script: PRAC API Invoice Email to Third Party MR
  2. On the deployment, set the script parameters:
    • Email Template: Select the email template for the emails. You may need to create a new template.
    • Target Email Address: The "to" address of the email.
    • From Employee: The email address of this employee will be used as the "from" email address.
    • Subsidiary: Invoices from this subsidiary will be sent by this deployment.
    • Limit to Test Invoice: Only populate if you want to limit the system to one invoice for testing purposes.
    • Ignore Invoices Before This Date: Do not email any invoices before this date. This will help limit the number of email sent when the system is first run. Invoices on or after this date could be further limited by checking the checkbox 3p Email Sent (custbody_gvcpa_3pemailsent) with a CSV import, etc.
  3. Schedule and adjust the deployment settings as needed (priority, etc.).
  4. When the system emails an invoice, a checkbox on the invoices will be checked: 3p Email Sent (custbody_gvcpa_3pemailsent).

In addition to the filters above, invoices will be emailed if:

  • Are > $0
  • 3p Email Sent (custbody_gvcpa_3pemailsent) is unchecked
  • The related invoice request is in a status of "Invoice Complete"