A client sends customer statements and invoices based on the Preferred Method in the customer master - either via email or printed. It works well.

A number of their customers need to have the form emailed AND printed. The main reason is that the email address is a different party than the mailing address, and they both want copies.

My client would like to request that the option "Both" be added to the Preferred Method in the customer master, in order to handle this possibility.

Or is there another approach that would work without having to do a second run?

Steve

Hi Steve,

I can write up a request for R&D to update selections for customer preferred methods.

The data structure for customer preferred methods is a selection of Print, Email or Fax (and I suspect this client doesn't use Fax), so whatever we put here couldn't be 'Both' - even though most sites don't use Fax anymore - but perhaps 'Print/Email' would be sufficient, presuming that print and email are both 'allowed' methods. Based on Preferred list automatically filtering to display only the allowed methods, a little R&D thought would be necessary, rather than just sticking one more option on the list.

Or maybe we add a 'None' option to the customer preferred method list, so that this would send the statement/invoice by all selected methods on the print spec screen even if sending by the preferred method is selected (so we don't have to code all the possible sending combinations).

Because I'm sure they want to use the Preferred method for the customers that don't require both Print and Email, this would currently require 2 runs, with some filter to differentiate between these customer types.