Acctivate Broadcast Email – Invoices Selection
When utilizing the Broadcast email utility, users have the option to select information from existing customer Invoices. This information is held under the following menus: Customer > Customer Information > Invoices Tab or Customer > Invoice / Credit Memo.
Below is a list of all the different filters available and which fields can be used from the invoice 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, is at most, is at least, or is between two Invoice numbers |
| Order Number | is, is at most, is at least, or is between two Order 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 |
| 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 |