Vendor Notifications on EFT Bank Transfer

 

I got a request from one of my clients to notify vendors by mail once they release his payment to the EFT bank, where I had to create a trigger on CM20202 to monitor payments and send the mail to the vendor, below the script I used:

Create TRIGGER [dbo].[SendVendorMails]
   ON  [dbo].[CM20202]
   FOR INSERT
AS
BEGIN
 
DECLARE @MAILPROFILE VARCHAR(8000)
DECLARE @ToMAIL  VARCHAR(8000)
DECLARE @MESSAGE     VARCHAR(8000)
DECLARE @HEADER         VARCHAR(8000)

SET @HEADER = ‘Payment Transfer’
SET @MESSAGE = ‘Dear Esteemed Vendor,’ + char(10) + char(10)

+ ‘Kindly be advised that we have processed payment with the amount of (‘ + CONVERT(VARCHAR(500), (SELECT [Checkbook_Amount] FROM INSERTED)) + ‘) to your account. ‘ + char(10) + char(10)
+ ‘Your kind confirmation of subject payment to the following email is highly appreciated (payables@XXXX.com)’ + char(10)
+ char(10)
+ char(10)
+ ‘Regards,’ + char(10) + char(10)
+ ‘Accounts Payable Unit’ + char(10)

SELECT @ToMAIL = COMMENT1 FROM PM00200 WHERE VENDORID = (SELECT [CustomerVendor_ID] FROM INSERTED)
SET @MAILPROFILE        = ‘Administrator’
EXEC msdb.dbo.sp_send_dbmail
@Profile_Name = @MAILPROFILE,
@recipients = @ToMAIL,
@body = @MESSAGE,
@subject = @HEADER;

END

Note: the vendor e-mail address was saved in COMMENT1 field in the vendor card, you can modify the query to pull vendor mail from different field.

Regards,

Mohammad R. Daoud MVP – MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 – 79 – 999 65 85
me@mohdaoud.com
www.mohdaoud.com

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

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