Acctivate Broadcast Email – Credit Memos Selection
When utilizing the Broadcast email utility, users have the option to select information from existing Credit Memos. This information is held under the following menus: Customer > Customer Information > Invoices Tab; Customer > Invoice / Credit Memo; or Sales > Credit Memo.
Below is a list of all the different filters available and which fields can be used from the credit memo document. Once you have used a certain field, it will no longer be available to add that same field for further filtering. When using the “is between” filter, make sure you are in numeric or alphabetic order to successfully pull criteria.
| Field | Filter |
|---|---|
| Invoice Number | is, contains, is at most, is at least, or is between two Invoice numbers |
| Credit Memo Number | is, is at most, is at least, or is between two Credit Memo numbers |
| Branch | Select a specific Branch |
| Invoice Date | on, on or before, on or after, or is between two dates |
| Order Date | on, on or before, on or after, or is between two dates |
| Entry Date | on, on or before, on or after, or is between two dates |
| Entered by | Select a specific User |
| FOB | is, contains, is at most, is at least, or is between two FOB specifications |
| Customer ID | is, is at most, is at least, or is between two Customer ID’s |
| Bill to Name | is, contains, is at most, is at least, or is between two names |
| Bill to City | is, contains, is at most, is at least, or is between two cities |
| Bill to State | is, contains, is at most, is at least, or is between two state codes |
| Bill to Zip | is, is at most, is at least, or is between two zip codes |
| Bill to Country | is, contains, is at most, is at least, or is between two country codes |
| Location ID | is, contains, is at most, is at least, or is between two Ship To Location ID’s |
| Ship to Description | is, contains, is at most, is at least, or is between two Ship To Descriptions (CYMA only) |
| Ship to City | is, contains, is at most, is at least, or is between two cities |
| Ship to State | is, contains, is at most, is at least, or is between two state codes |
| Ship to Zip | is, is at most, is at least, or is between two zip codes |
| Ship to Country | is, contains, is at most, is at least, or is between two country codes |
| Salesperson | Select a specific Salesperson |
| Ship Via | Select a specific Ship Via |
| Carrier | Select a specific Carrier |
| Contact ID | is, contains, is at most, is at least, or is between two Contact ID’s |
| Job Number | is, contains, is at most, is at least, or is between two Job Numbers |
| Reference | is, contains, is at most, is at least, or is between two Reference values |
| Reference 2 | is, contains, is at most, is at least, or is between two Reference 2 values |
| Taxable | Yes or No |
| Tax Category ID | Select a specific Tax Category ID |
| Terms | Select a specific Terms Code |
| Product ID | is, is at most, is at least, or is between two Product ID’s |
| Warehouse | Select a specific Warehouse |
| Price Code | Select a specific Price Code |
| Product Class | Select a specific Product Class |
| Product Description | is, contains, is at most, is at least, or is between two Product Description values |
| Tracking Info | Yes or No |
For more information about the Broadcast Email function, check out our docs.