Batch Email: Difference between revisions

Revision as of 08:29, 18 July 2017

Introduction

Batch email an add-on module to allow the payslip send via email to each of the employees email address.

Checklist

1. SQL Payroll version

SQL Payroll version must be installed and upgrade to version 91 and above.
Please contact to your local sales agent to get the latest SQL Payroll version.

2. Batch Email Module

Must add-on the batch email module.
Please contact to your local sales agent for more detail.

3. E-Mail Application

Make sure your computer had set a default E-mail application like Microsoft Outlook, Outlook Express, Mozilla Thunderbird or Windows Live Mail.

4. Employee Email

At Maintain Employee..., all employees must have at least 1 email address.

Multiple email address, eg. user01@mail.com,user02@mail.com

Important:
1. Use comma to separate the different emails.
2. DO NOT have any spacing in between the emails.

Step by Step

[Payroll | Print Pay Slip...]

1. Select a process, ie. month end salary processed.

2. Click on Apply.

3. Click on Preview

4. Select a payslip format. Press Ok.

5. Click on the Arrow Down beside the Export button.

6. Click on Export to E-Mail Client (Batch).See the screenshot below.

7. Payslip has email successfully. It will show the message below.

[Employee name] Report of total x page(s) has been sent to recipient email user01@gmail.com.

Error and Solution

1. Insufficient license rights to execute this function (Export to E-Mail Client (Batch)).

Solution:

Make sure your license has turn-on the Batch Email module.

2. Procedure OnGetEmailSetting is missing. It is because payslip format copy from old version.

Solution:

Open the payslip report designer...

Go to Code tab.
Insert the Procedure OnGetEmailSettings into existing payslip format.

Procedure OnGetEmailSettings Script

procedure OnGetEmailSettings(EmailSettings: TStrings);
var D: TfrxDataSet;
    vEmail, vName: Variant;
    lSubject : String;
begin
  lSubject :='Payslip For ' + GetMonth;
  D        := Report.GetDataSet('Employee');
  vEmail   := D.Value['Email'];
  if vEmail = Null then vEmail := '';

  vName := D.Value['Name'];
  if vName = Null then vName := '';

  if (vName <> '' ) and (vEmail <> '') then begin
    EmailSettings.Values['Recipients'] := vEmail;
    EmailSettings.Values['Subject']    := lSubject;
    EmailSettings.Values['Body']       := 'Dear Sir/Madam,' + #13 +
                                          'Please check the attachment for ' + lSubject + #13#13 +
                                          'Best Regards,' + #13 +
                                          <Profile."CompanyName">;
  end;
  //ID uses for display on progress dialog
  EmailSettings.Values['ID']        := vName;
end;

3. Payslip email no recipients specified.

Solution:

4. Payslip doesn't send to recipient email.

Solution:

@@ Line 57: / Line 57: @@
 ::* Go to '''Code''' tab.
 ::* Insert the '''Procedure OnGetEmailSettings''' into existing payslip format.
-{| class="mw-collapsible mw-collapsed wikitable"
+::{| class="mw-collapsible mw-collapsed wikitable"
 ! Procedure OnGetEmailSettings Script
 |-

Revision as of 08:29, 18 July 2017

Introduction

Checklist

1. SQL Payroll version

2. Batch Email Module

3. E-Mail Application

4. Employee Email

Step by Step

Error and Solution

See also