Batch Email: Difference between revisions

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===4. Employee Email===
===4. Employee Email===
* At Maintain Employee..., all employees must have at least 1 email address.  
* At Maintain Employee..., all employees must have at least 1 email address.  
::::[[File:BatchEmail-00.jpg]]
<br />
* Multiple email address, eg. user01@mail.com,user02@mail.com
* Multiple email address, eg. user01@mail.com,user02@mail.com
<br />
  '''Important:'''
  Important:
  1. Use comma to separate the different emails.
  1. Use comma to separate the different emails.
  2. DO NOT have any spacing in between the emails.
  2. DO NOT have any spacing in between the emails.


==Step by Step==
==Step by Step==
::[[File:.jpg]]
:''[Payroll | Print Pay Slip...]''
:1. Select a process, ie. month end salary processed.
:2. Click on '''Apply'''.
:3. Click on '''Preview'''
::[[File:BatchEmail-01.jpg]]
<br />
: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.
::[[File:BatchEmail-02.jpg]]
<br />
: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.
::[[File:BatchEmail-03.jpg]]
<br />
<br />


==Error Message and Solution==
===1. Insufficient license rights to execute this function (Export to E-Mail Client (Batch))===
::[[File:BatchEmail-06.jpg]]
<br />
:<big>'''Solution:'''</big>
::* Make sure your license has turn-on the '''Batch Email''' module.


<br />
===2. Procedure OnGetEmailSetting is missing. It is because payslip format copy from old version===
::[[File:BatchEmail-07.jpg]]
<br />
:<big>'''Solution:'''</big>
::1. Open the payslip report designer...See the screenshot below.
::[[File:BatchEmail-08a.jpg]]
<br />
::2. Go to '''Code''' tab.
::[[File:BatchEmail-08.jpg]]
<br />
::3. Insert the '''Procedure OnGetEmailSettings''' below into existing payslip format.
::{| class="mw-collapsible mw-collapsed wikitable"
! Procedure OnGetEmailSettings Script 
|-
|
<syntaxhighlight lang="delphi">
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 := '';


==Error and Solution==
  if (vName <> '' ) and (vEmail <> '') then begin
:1. Insufficient license rights to execute this function (Export to E-Mail Client (Batch)).
    EmailSettings.Values['Recipients'] := vEmail;
:'''Solution:'''  
    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;
</syntaxhighlight>
|}


:2. Procedure OnGetEmailSetting is missing.
:'''Solution:'''


:3. Unable to send out the payslip.
<br />
:'''Solution:'''
===3. Payslip email no recipients specified===
::[[File:BatchEmail-05.jpg]]
<br />
:<big>'''Solution:'''</big>
::* Make sure all the employees has an email address at Maintain Employee...
<br />
===4. Payslip doesn't send to recipient email===
::[[File:BatchEmail-04.jpg]]
<br />
:<big>'''Solution:'''</big>
::* Make sure the employee email address do not have spacing in between and use comma for multiple emails.
<br />


==See also==
==See also==
* [[Save GL Account To File]]
* [[Maintain Employee]]
* [[Import Payment Voucher / Journal Entry]]
* [[Fast Report - E-Mail Client (Batch) & E-Mail (Native)]]
* [[Print Pay Slip]]

Latest revision as of 08:51, 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.
BatchEmail-00.jpg


  • 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
BatchEmail-01.jpg


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.
BatchEmail-02.jpg


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.
BatchEmail-03.jpg


Error Message and Solution

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

BatchEmail-06.jpg


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

BatchEmail-07.jpg


Solution:
1. Open the payslip report designer...See the screenshot below.
BatchEmail-08a.jpg


2. Go to Code tab.
BatchEmail-08.jpg


3. Insert the Procedure OnGetEmailSettings below 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

BatchEmail-05.jpg


Solution:
  • Make sure all the employees has an email address at Maintain Employee...


4. Payslip doesn't send to recipient email

BatchEmail-04.jpg


Solution:
  • Make sure the employee email address do not have spacing in between and use comma for multiple emails.


See also