Introduction
By default we got 3 types of Export to E Mail for Fast Report
E-Mail Client
- Pros
- User still can change the E-Mail address, Subject & body (E-Mail Content) before Sent
- Send E-Mail will keep in the Client E-Mail
- Support HTML format
- Can Attach more then 1 format
- Can use without E-Mail Script
- Cons
- Not easy to setup
- Only For Single Document E-Mail
- Attachment only Support pdf, Excel & HTML format
E-Mail Client (Batch)
- Pros
- Can use for Batch & Single Document E-Mail
- Send E-Mail will keep in the Client E-Mail
- Cons
- Not easy to setup
- Only support pdf attachment
- E-Mail Content only support plain text
- User can't change the E-Mail address, Subject & body (E-Mail Content) before Sent
- Must load the E-Mail Script
E-Mail (Native)
- Pros
- Easy to Setup
- Support many attachment format
- User still can change the E-Mail address, Subject & body (E-Mail Content) before Sent
- Can use without E-Mail Script
- Cons
- No record is keeped for Sended E-Mail
- Only For Single Document E-Mail
- E-Mail Content only support plain text
- Only support Single Attachment
Requirement
- Fast Report
- Client E-Mail (eg Mozilla Thunderbird-Recommended) for E-Mail Client & E-Mail Client (Batch) Only
- An E-Mail Account (eg GMail)
- SQL Accounting Version 731 & above
Setting
Below is example using Sales Invoice
- 01. Click the Code Tab
- 02. Enter below Script at the First line
E-Mail Script 1 (Last Script Update : 21 Apr 2016) |
---|
//const MaxInt = 2147483647;
var lSQL : String;
function StringReplace(const S, OldPattern, NewPattern: string;
iReplaceAll: boolean=true; iIgnoreCase :boolean=true): string;
var
SearchStr, Patt, NewStr: string;
Offset: Integer;
begin
// Usage StringReplace(<Main."DOB">,'/','')
if iIgnoreCase then begin
SearchStr := UpperCase(S);
Patt := UpperCase(OldPattern);
end else begin
SearchStr := S;
Patt := OldPattern;
end;
NewStr := S;
Result := '';
while SearchStr <> '' do begin
Offset := Pos(Patt, SearchStr);
if Offset = 0 then begin
Result := Result + NewStr;
Break;
end;
Result := Result + Copy(NewStr, 1, Offset - 1) + NewPattern;
NewStr := Copy(NewStr, Offset + Length(OldPattern), MaxInt);
if not iReplaceAll then begin
Result := Result + NewStr;
Break;
end;
SearchStr := Copy(SearchStr, Offset + Length(Patt), MaxInt);
end;
end;
procedure GetEMailTpl;
var D : TfrxDataSet;
lFN : String;
begin
lFN := Trim(Report.ReportOptions.Name);
lFN := StringReplace(lFN,'.fr3','');
D := Report.GetDataSet('plEMailTpl');
D.First;
While not D.Eof do begin
if Trim(D.Value('ReportName')) = lFN then
Break;
D.Next;
end;
end;
function GetFldInfo(const AStr:String):String;
var D : TfrxDataSet;
nStr : String;
lSL,lPL : TStringList;
i, j : integer;
begin
nStr := AStr;
lSL := TStringList.Create;
lPL := TStringList.Create;
with lPL do begin //Available Pipeline
Add('Main');
Add('Profile');
end;
try
for j:=0 to lPL.Count -1 do begin
D := Report.GetDataSet(lPL[j]);
D.GetFieldList(lSL);
for i:=0 to lSL.Count -1 do begin
if D.IsBlobField(lSL[i]) then
nStr := StringReplace(nStr, '<'+ lPL[j] + '.' + lSL[i] + '>',D.Value(lSL[i])) else
nStr := StringReplace(nStr, '<'+ lPL[j] + '.' + lSL[i] + '>',D.DisplayText(lSL[i]));
end;
end;
Result := nStr;
finally
lSL.Free;
lPL.Free;
end;
end;
//For E-Mail Client (Batch)
procedure OnGetEmailSettings(EmailSettings: TStrings);
var vEmail, vName: Variant;
begin
GetEMailTpl;
vEmail := Trim(<Document_CompanyBranch."Email">);
vName := Trim(<Main."CompanyName">);
if (vName <> '' ) and (vEmail <> '') then begin
EmailSettings.Values['Recipients'] := vEmail;
EmailSettings.Values['Subject'] := GetFldInfo(<plEMailTpl."Subject">);
EmailSettings.Values['Body'] := GetFldInfo(RichTextToPlainText(<plEMailTpl."Body">));
end;
//ID uses for display on progress dialog
EmailSettings.Values['ID'] := vName;
end;
//For E-Mail (Native)
function SQL_Email_GetInfo(Info: Integer): string;
var vEmail, vName: Variant;
begin
GetEMailTpl;
Result := '';
vEmail := Trim(<Document_CompanyBranch."Email">);
vName := Trim(<Main."CompanyName">);
if (vName <> '' ) and (vEmail <> '') then begin
case Info of
SQL_Email_Address: Result := vEmail;
SQL_Email_Subject: Result := GetFldInfo(<plEMailTpl."Subject">);
SQL_Email_Content: Result := GetFldInfo(RichTextToPlainText(<plEMailTpl."Body">));
end;
end;
end;
|
E-Mail Script 2 (Last Script Update : 22 Dec 2017) |
---|
//const MaxInt = 2147483647; // Only Available in Version 752 & above
var lSQL : String;
function StringReplace(const S, OldPattern, NewPattern: string;
iReplaceAll: boolean=true; iIgnoreCase :boolean=true): string;
var
SearchStr, Patt, NewStr: string;
Offset: Integer;
begin
// Usage StringReplace(<Main."DOB">,'/','')
if iIgnoreCase then begin
SearchStr := UpperCase(S);
Patt := UpperCase(OldPattern);
end else begin
SearchStr := S;
Patt := OldPattern;
end;
NewStr := S;
Result := '';
while SearchStr <> '' do begin
Offset := Pos(Patt, SearchStr);
if Offset = 0 then begin
Result := Result + NewStr;
Break;
end;
Result := Result + Copy(NewStr, 1, Offset - 1) + NewPattern;
NewStr := Copy(NewStr, Offset + Length(OldPattern), MaxInt);
if not iReplaceAll then begin
Result := Result + NewStr;
Break;
end;
SearchStr := Copy(SearchStr, Offset + Length(Patt), MaxInt);
end;
end;
procedure GetEMailTpl;
var D : TfrxDataSet;
lFN : String;
begin
lFN := Trim(Report.ReportOptions.Name);
lFN := StringReplace(lFN,'.fr3','');
D := Report.GetDataSet('plEMailTpl');
D.First;
While not D.Eof do begin
if Trim(D.Value('ReportName')) = lFN then
Break;
D.Next;
end;
end;
function GetPassword:String;
begin
if Trim(<Document_Company."Remark">) <> '' then
Result := <Document_Company."Remark"> else
Result := <plEMailTpl."PDFPassWord">;
end;
function GetFldInfo(const AStr:String):String;
var D : TfrxDataSet;
nStr : String;
lSL,lPL : TStringList;
i, j : integer;
begin
nStr := AStr;
lSL := TStringList.Create;
lPL := TStringList.Create;
with lPL do begin //Available Pipeline
Add('Main');
Add('Profile');
Add('plEMailTpl');
end;
try
for j:=0 to lPL.Count -1 do begin
D := Report.GetDataSet(lPL[j]);
D.GetFieldList(lSL);
for i:=0 to lSL.Count -1 do begin
if D.IsBlobField(lSL[i]) then
nStr := StringReplace(nStr, '<'+ lPL[j] + '.' + lSL[i] + '>',D.Value(lSL[i])) else
nStr := StringReplace(nStr, '<'+ lPL[j] + '.' + lSL[i] + '>',D.DisplayText(lSL[i]));
end;
end;
Result := nStr;
finally
lSL.Free;
lPL.Free;
end;
end;
//For E-Mail Client (Batch)
procedure OnGetEmailSettings(EmailSettings: TStrings);
var vEmail, vName: Variant;
begin
GetEMailTpl;
vEmail := Trim(<Document_CompanyBranch."Email">);
vName := Trim(<Main."CompanyName">);
if (vName <> '' ) and (vEmail <> '') then begin
EmailSettings.Values['Recipients'] := vEmail;
EmailSettings.Values['CC'] := <plEMailTpl."CC">;
EmailSettings.Values['BCC'] := <plEMailTpl."BCC">;
EmailSettings.Values['Subject'] := GetFldInfo(<plEMailTpl."Subject">);
EmailSettings.Values['Body'] := GetFldInfo(RichTextToPlainText(<plEMailTpl."Body">));
if Trim(<plEMailTpl."PDFFileName">) <> '' then
EmailSettings.Values['FileName'] := GetFldInfo(<plEMailTpl."PDFFileName">);
if Trim(GetPassword) <> '' then
EmailSettings.Values['PDFPassword'] := GetPassword;
end;
//ID uses for display on progress dialog
EmailSettings.Values['ID'] := vName;
end;
//For E-Mail (Native)
function SQL_Email_GetInfo(Info: Integer): string;
var vEmail, vName: Variant;
begin
GetEMailTpl;
Result := '';
vEmail := Trim(<Document_CompanyBranch."Email">);
vName := Trim(<Main."CompanyName">);
if (vName <> '' ) and (vEmail <> '') then begin
case Info of
SQL_Email_Address: Result := vEmail;
SQL_Email_Subject: Result := GetFldInfo(<plEMailTpl."Subject">);
SQL_Email_Content: Result := GetFldInfo(RichTextToPlainText(<plEMailTpl."Body">));
end;
end;
end;
|
- 03. Scroll down look for procedure SetUp
- 04. Copy below script & paste it between the begin & end; in procedure SetUp
SQL := 'SELECT B.Description As ReportName, B.Description2 As Subject, B.Description3 As Body, '+
'A.Address1 As CC, A.Address2 As BCC, B.Remark1 As PDFPassWord, B.Remark2 As PDFFileName ' +
'FROM SL_QT A ' +
'INNER JOIN SL_QTDTL B ON (A.Dockey=B.Dockey) ' +
'WHERE A.DocNo=''EMAIL'' ' +
'ORDER BY B.Seq ';
AddDataSet('plEMailTpl', ['ReportName', 'Subject', 'Body', 'PDFPassWord', 'PDFFileName', 'CC', 'BCC'])
.GetDBData(SQL);
- 05. Click File | Save As... to save the file (eg Sales Invoice 7 (GST 2)-Email)
- 06. Click File | Exit to exit the report design
- 07. Click Design again in the report designer for the file just save on Steps 5 (eg Sales Invoice 7 (GST 2)-Email)
- 08. Click the Code Tab
- 09. Remove the // at the First line of the Script
- 10. Click File | Save to save the file
- 11. Click File | Exit to exit the report design
Quotation
Menu: Sales | Quotation...
SQL Accounting can E Mail by different Subject & E Mail Content by report name
Field Name | Description |
---|---|
Address1 | CC E-Mail Address |
Address2 | BCC E-Mail Address |
Description | Fast Report Name |
Description2 | E-Mail Subject |
Description3 (More Description) | E-Mail Content/Body |
Remark1 | Global PDF Password |
Remark2 | PDF FileName |
Remark (Maintain Customer/Supplier) | Private/Individual PDF Password |
- 01. Create New Quotation
- 02. Copy below Sample E-Mail Template
Sample E-Mail Template |
---|
<?xml version="1.0" standalone="yes"?>
<DATAPACKET Version="2.0">
<METADATA>
<FIELDS>
<FIELD attrname="DOCKEY" fieldtype="i4"/>
<FIELD attrname="DOCNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="DOCNOEX" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="DOCDATE" fieldtype="date"/>
<FIELD attrname="POSTDATE" fieldtype="date"/>
<FIELD attrname="TAXDATE" fieldtype="date"/>
<FIELD attrname="CODE" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="COMPANYNAME" fieldtype="string.uni" WIDTH="200"/>
<FIELD attrname="ADDRESS1" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS2" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS3" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS4" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="PHONE1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="FAX1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="ATTENTION" fieldtype="string.uni" WIDTH="140"/>
<FIELD attrname="AREA" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="AGENT" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="PROJECT" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="TERMS" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="CURRENCYCODE" fieldtype="string.uni" WIDTH="12"/>
<FIELD attrname="CURRENCYRATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="SHIPPER" fieldtype="string.uni" WIDTH="60"/>
<FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="COUNTRY" fieldtype="string.uni" WIDTH="100"/>
<FIELD attrname="CANCELLED" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="DOCAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="LOCALDOCAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="VALIDITY" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="DELIVERYTERM" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="CC" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="DOCREF1" fieldtype="string.uni" WIDTH="50"/>
<FIELD attrname="DOCREF2" fieldtype="string.uni" WIDTH="50"/>
<FIELD attrname="DOCREF3" fieldtype="string.uni" WIDTH="50"/>
<FIELD attrname="DOCREF4" fieldtype="string.uni" WIDTH="50"/>
<FIELD attrname="BRANCHNAME" fieldtype="string.uni" WIDTH="200"/>
<FIELD attrname="DADDRESS1" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="DADDRESS2" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="DADDRESS3" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="DADDRESS4" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="DATTENTION" fieldtype="string.uni" WIDTH="140"/>
<FIELD attrname="DPHONE1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="DFAX1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="ATTACHMENTS" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="NOTE" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="TRANSFERABLE" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="UPDATECOUNT" fieldtype="i4"/>
<FIELD attrname="PRINTCOUNT" fieldtype="i4"/>
<FIELD attrname="DOCNOSETKEY" fieldtype="i8"/>
<FIELD attrname="NEXTDOCNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="CHANGED" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="sdsDocDetail" fieldtype="nested">
<FIELDS>
<FIELD attrname="DTLKEY" fieldtype="i4" required="true"/>
<FIELD attrname="DOCKEY" fieldtype="i4" required="true"/>
<FIELD attrname="SEQ" fieldtype="i4"/>
<FIELD attrname="STYLEID" fieldtype="string.uni" WIDTH="10"/>
<FIELD attrname="NUMBER" fieldtype="string.uni" WIDTH="10"/>
<FIELD attrname="ITEMCODE" fieldtype="string.uni" WIDTH="60"/>
<FIELD attrname="LOCATION" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="BATCH" fieldtype="string.uni" WIDTH="60"/>
<FIELD attrname="PROJECT" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="DESCRIPTION2" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="DESCRIPTION3" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="PERMITNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="QTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
<FIELD attrname="UOM" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
<FIELD attrname="SQTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
<FIELD attrname="SUOMQTY" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
<FIELD attrname="UNITPRICE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="DELIVERYDATE" fieldtype="date"/>
<FIELD attrname="DISC" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="TAX" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="TAXRATE" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="TAXAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="LOCALTAXAMT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="TAXINCLUSIVE" fieldtype="i2"/>
<FIELD attrname="AMOUNT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="LOCALAMOUNT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="PRINTABLE" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="TRANSFERABLE" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="REMARK1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="REMARK2" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="INITIALPURCHASECOST" fieldtype="fixedFMT" DECIMALS="2" WIDTH="19"/>
<FIELD attrname="CHANGED" fieldtype="string.uni" required="true" WIDTH="2"/>
<FIELD attrname="CompanyItemCode" fieldtype="string.uni" WIDTH="60"/>
</FIELDS>
<PARAMS/>
</FIELD>
</FIELDS>
<PARAMS/>
</METADATA>
<ROWDATA>
<ROW DOCKEY="76" DOCNO="EMAIL" DOCDATE="20171212" POSTDATE="20171212" TAXDATE="20171212" ADDRESS1="CC@mail.com.my,CC2@mail.com.my" ADDRESS2="BCC@mail.com.my,BCC2@mail.com.my" ADDRESS4="" AREA="----" AGENT="----" PROJECT="----" CURRENCYCODE="----" CURRENCYRATE="1.00000000" SHIPPER="----" DESCRIPTION="Quotation" CANCELLED="T" DOCAMT="0.00" LOCALDOCAMT="0.00" TRANSFERABLE="T" UPDATECOUNT="13" PRINTCOUNT="0" DOCNOSETKEY="0" CHANGED="F">
<sdsDocDetail>
<ROWsdsDocDetail DTLKEY="77" DOCKEY="76" SEQ="1" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Fast Report Name" DESCRIPTION2="E-Mail Subject" DESCRIPTION3="e1xydGYxXGFuc2lcYW5zaWNwZzEyNTJcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO317XGYxXGZuaWwgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTA1ODZ9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczE4XGxhbmcxMDMzIEUtTWFpbCBCb2R5XHBhcg0KT25seSBQbGFpbiBUZXh0XGYxXHBhcg0KfQ0KAA==" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160416" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" REMARK1="Global PDF Password" REMARK2="PDF FileName" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="78" DOCKEY="76" SEQ="2" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Invoice 7 (GST 1)" DESCRIPTION2="Invoice : <Main.DocNo> - <Main.CompanyName>" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160416" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" REMARK1="" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="83" DOCKEY="76" SEQ="3" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Invoice 7 (GST 2)" DESCRIPTION2="Invoice : <Main.DocNo> - <Main.CompanyName>" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160416" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" REMARK1="" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="79" DOCKEY="76" SEQ="4" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Cust Statement 06 Mths 1" DESCRIPTION2="Statement : <Main.CompanyName> - [<Parameter.StatementDate>]" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160416" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="84" DOCKEY="76" SEQ="5" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="GL Official Receipt - Detail - Half (GST)" DESCRIPTION2="Official Receipt : <Main.DocNo> - <Document_Detail.Description>" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160825" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" REMARK1="" REMARK2="" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="1075" DOCKEY="76" SEQ="6" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Sales Invoice 7 (GST 1)-Mail" DESCRIPTION2="Invoice : <Main.DocNo> - <Main.CompanyName>" DESCRIPTION3="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" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160416" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" REMARK1="12@Abc" REMARK2="<plEMailTpl.ReportName> - <Main.DocNo> - <Main.CompanyName>" INITIALPURCHASECOST="0.00" CHANGED="F"/>
<ROWsdsDocDetail DTLKEY="82" DOCKEY="76" SEQ="7" LOCATION="----" BATCH="" PROJECT="----" DESCRIPTION="Default Template" DESCRIPTION2="<Main.DocNo>" DESCRIPTION3="e1xydGYxXGFuc2lcYW5zaWNwZzEyNTJcZGVmZjBcbm91aWNvbXBhdHtcZm9udHRibHtcZjBcZm5pbFxmY2hhcnNldDAgVGFob21hO319DQp7XCpcZ2VuZXJhdG9yIFJpY2hlZDIwIDEwLjAuMTA1ODZ9XHZpZXdraW5kNFx1YzEgDQpccGFyZFxmMFxmczE4XGxhbmcxMDMzIERlYXIgU2lyL01hZGFtLFxwYXINClNlZSBhdHRhY2htZW50Li4uXHBhcg0KXHBhcg0KVGhpcyBpcyBhbiBhdXRvLWdlbmVyYXRlZCBlbWFpbCwgcGxlYXNlIGRvIG5vdCByZXBseSB0byB0aGlzIGVtYWlsLlxwYXINClxwYXINClxwYXINCkJlc3QgUmVnYXJkcyxccGFyDQo8UHJvZmlsZS5Db21wYW55TmFtZT5ccGFyDQpccGFyDQp9DQoA" QTY="0.0000" RATE="1.0000" SQTY="0.0000" SUOMQTY="0.0000" UNITPRICE="0.00000000" DELIVERYDATE="20160418" DISC="" TAX="" TAXAMT="0.00" LOCALTAXAMT="0.00" TAXINCLUSIVE="0" AMOUNT="0.00" LOCALAMOUNT="0.00" PRINTABLE="T" TRANSFERABLE="T" INITIALPURCHASECOST="0.00" CHANGED="F"/>
</sdsDocDetail>
</ROW>
</ROWDATA>
</DATAPACKET>
|
- 03. Right Click at the empty space below the Browse button
- 04. Select Paste Quotation
- 05. Set the Quot No to EMAIL
- 06. Click Save after done change the E-Mail Subject/Content/Body & other fields
Maintain Employee
Menu: Human Resource | Employee...
Version 1.2020.182.158 & above
Only available in Version 1.2020.182.158 & above.
Field Name | Description |
---|---|
Phone1 | CC E-Mail Address |
Phone2 | BCC E-Mail Address |
Address4 | PDF FileName |
Mobile | E-Mail Subject |
Note | E-Mail Content/Body |
Name2 | Global PDF Password |
Name2 (For Each Employee) | Private/Individual PDF Password |
Version 1.2021.196.166 & above
Section Name | Description |
---|---|
[CC] | CC E-Mail Address |
[BCC] | BCC E-Mail Address |
[PDFFileName] | PDF FileName |
[Subject] | E-Mail Subject |
[Body] | E-Mail Content/Body |
[GlobalPassword] | Global PDF Password |
[PrivatePassword] | For Each Employee Private/Individual PDF Password
eg For employee Code 0004 with password test 123
|
[UseName2] | To use Employee Name 2 as password
|
|
Available Function | Description | Available Report |
---|---|---|
GetTitle | Get report title |
|
GetMonth | Get Process Month & Year | Payslip |
UseNameICPass | For PDF password
|
|
- 01. Create New Employee
- 02. Copy below Sample E-Mail Template
Sample E-Mail Template (Version 1.2020.182.158 & above) |
---|
<?xml version="1.0" standalone="yes"?>
<DATAPACKET Version="2.0">
<METADATA>
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="NAME" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="NAME2" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="GENDER" fieldtype="string.uni" required="true" WIDTH="2"/>
<FIELD attrname="DOB" fieldtype="date"/>
<FIELD attrname="ADDRESS1" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS2" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS3" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="ADDRESS4" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="PHONE1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="PHONE2" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="MOBILE" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="EMAIL" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="NEWIC" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="OLDIC" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="PASSPORT" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="IMMIGRATIONNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="BRANCH" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="HRGROUP" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="DEPARTMENT" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="CATEGORY" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="PROJECT" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="JOB" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="TASK" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="COUNTRY" fieldtype="string.uni" required="true" WIDTH="4"/>
<FIELD attrname="RACE" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="CALENDAR" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="oISMANAGER" fieldtype="i2"/>
<FIELD attrname="oMGRAPPROVAL" fieldtype="i2"/>
<FIELD attrname="JOBTITLE" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="JOINDATE" fieldtype="date"/>
<FIELD attrname="CONFIRMDATE" fieldtype="date"/>
<FIELD attrname="RESIGNDATE" fieldtype="date"/>
<FIELD attrname="MARITALSTATUS" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="oISACTIVE" fieldtype="i2"/>
<FIELD attrname="WAGESTYPE" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="WAGES" fieldtype="fixedFMT" DECIMALS="4" WIDTH="19"/>
<FIELD attrname="CONTRIB" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="FREQUENCY" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="PAYMENTMETHOD" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="BANK" fieldtype="string.uni" WIDTH="12"/>
<FIELD attrname="BANKACCNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="EPFNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="NK" fieldtype="string.uni" WIDTH="2"/>
<FIELD attrname="INITIAL" fieldtype="string.uni" WIDTH="6"/>
<FIELD attrname="SOCSONO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="SOCSOTYPE" fieldtype="i4"/>
<FIELD attrname="EISTYPE" fieldtype="i4"/>
<FIELD attrname="EISCATEGORY" fieldtype="i4"/>
<FIELD attrname="TAXCATEGORY" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="TAXBRANCH" fieldtype="string.uni" WIDTH="80"/>
<FIELD attrname="TAXNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="oDISABLED" fieldtype="i2"/>
<FIELD attrname="oRESIDENT" fieldtype="i2"/>
<FIELD attrname="EASERIALNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="SPOUSENAME" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="SPOUSEADDRESS1" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="SPOUSEADDRESS2" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="SPOUSEADDRESS3" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="SPOUSEADDRESS4" fieldtype="string.uni" WIDTH="120"/>
<FIELD attrname="SPOUSEPHONE1" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="SPOUSEPHONE2" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="SPOUSEMOBILE" fieldtype="string.uni" WIDTH="400"/>
<FIELD attrname="SPOUSETAXBRANCH" fieldtype="string.uni" WIDTH="80"/>
<FIELD attrname="SPOUSETAXNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="SPOUSEICNO" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="oSPOUSEWORKING" fieldtype="i2"/>
<FIELD attrname="oSPOUSEDISABLED" fieldtype="i2"/>
<FIELD attrname="LEAVEGROUP" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="PHOTO" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="NOTE" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="ATTACHMENTS" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
<FIELD attrname="DocNoSetKey" fieldtype="i8"/>
<FIELD attrname="Disabled" fieldtype="boolean"/>
<FIELD attrname="Resident" fieldtype="boolean"/>
<FIELD attrname="SpouseWorking" fieldtype="boolean"/>
<FIELD attrname="SpouseDisabled" fieldtype="boolean"/>
<FIELD attrname="IsActive" fieldtype="boolean"/>
<FIELD attrname="IsManager" fieldtype="boolean"/>
<FIELD attrname="MgrApproval" fieldtype="boolean"/>
<FIELD attrname="OverrideTaxCategory" fieldtype="boolean"/>
<FIELD attrname="SysCalcTaxCategory" fieldtype="string.uni" WIDTH="20"/>
<FIELD attrname="Dirty" fieldtype="boolean"/>
<FIELD attrname="Manager" fieldtype="nested">
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="BRANCH" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="DEPARTMENT" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
</FIELDS>
<PARAMS/>
</FIELD>
<FIELD attrname="History" fieldtype="nested">
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="POSTDATE" fieldtype="date" required="true"/>
<FIELD attrname="HISTORYTYPE" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
</FIELDS>
<PARAMS/>
</FIELD>
<FIELD attrname="Child" fieldtype="nested">
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="NAME" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="DOB" fieldtype="date"/>
<FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="1" WIDTH="9"/>
<FIELD attrname="TAXCODE" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
<FIELD attrname="NumOfChildren" fieldtype="fixed" DECIMALS="4" WIDTH="32"/>
</FIELDS>
<PARAMS/>
</FIELD>
<FIELD attrname="Deduction" fieldtype="nested">
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="WORKUNIT" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="CONTRIBATTR" fieldtype="i4"/>
<FIELD attrname="DEDUCTATTR" fieldtype="i4"/>
<FIELD attrname="DEDUCTTYPE" fieldtype="string.uni" WIDTH="4"/>
<FIELD attrname="DATEFROM" fieldtype="date"/>
<FIELD attrname="DATETO" fieldtype="date"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
<FIELD attrname="EPF" fieldtype="boolean"/>
<FIELD attrname="SOCSO" fieldtype="boolean"/>
<FIELD attrname="PCB" fieldtype="boolean"/>
<FIELD attrname="OT" fieldtype="boolean"/>
<FIELD attrname="EA" fieldtype="boolean"/>
<FIELD attrname="HRDF" fieldtype="boolean"/>
<FIELD attrname="PA" fieldtype="boolean"/>
<FIELD attrname="EIS" fieldtype="boolean"/>
<FIELD attrname="Zakat" fieldtype="boolean"/>
</FIELDS>
<PARAMS/>
</FIELD>
<FIELD attrname="Allowance" fieldtype="nested">
<FIELDS>
<FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/>
<FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/>
<FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/>
<FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/>
<FIELD attrname="WORKUNIT" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="19"/>
<FIELD attrname="CONTRIBATTR" fieldtype="i4"/>
<FIELD attrname="TAXCODE" fieldtype="string.uni" WIDTH="40"/>
<FIELD attrname="DATEFROM" fieldtype="date"/>
<FIELD attrname="DATETO" fieldtype="date"/>
<FIELD attrname="ROWVER" fieldtype="i4"/>
<FIELD attrname="EPF" fieldtype="boolean"/>
<FIELD attrname="SOCSO" fieldtype="boolean"/>
<FIELD attrname="PCB" fieldtype="boolean"/>
<FIELD attrname="OT" fieldtype="boolean"/>
<FIELD attrname="EA" fieldtype="boolean"/>
<FIELD attrname="HRDF" fieldtype="boolean"/>
<FIELD attrname="PA" fieldtype="boolean"/>
<FIELD attrname="EIS" fieldtype="boolean"/>
</FIELDS>
<PARAMS/>
</FIELD>
</FIELDS>
<PARAMS MD_SEMANTICS="3">
<PARAM Name="KeyField" Value="QXV0b0tleQ==" Roundtrip="True"/>
<PARAM Name="CanInsert" Value="TRUE" Type="boolean" Roundtrip="True"/>
<PARAM Name="CanEdit" Value="TRUE" Type="boolean" Roundtrip="True"/>
<PARAM Name="CanDelete" Value="TRUE" Type="boolean" Roundtrip="True"/>
<PARAM Name="Generate_History" Value="TRUE" Type="boolean" Roundtrip="True"/>
<PARAM Name="Main" Value="V2FnZXMsSm9iVGl0bGU=" Roundtrip="True"/>
<PARAM Name="More" Value="QnJhbmNoLEhSR3JvdXAsRGVwYXJ0bWVudCxDYXRlZ29yeSxQcm9qZWN0LEpvYixUYXNrLENvdW50cnksV2FnZXNUeXBlLExlYXZlR3JvdXAsTWFyaXRhbFN0YXR1cyxDb250cmliLEZyZXF1ZW5jeQ==" Roundtrip="True"/>
<PARAM Name="ID" Value="SFJfRU1Q" Roundtrip="True"/>
<PARAM Name="DatabaseBrand" Value="RmlyZWJpcmQ=" Roundtrip="True"/>
</PARAMS>
</METADATA>
<ROWDATA>
<ROW AUTOKEY="18" CODE="EMAIL" NAME2="Global PDF Password" GENDER="M" ADDRESS1="" ADDRESS2="" ADDRESS3="" ADDRESS4="EA-<Employee.Code>-2019" PHONE1="CC@mail.com.my,CC2@mail.com.my" PHONE2="BCC@mail.com.my,BCC2@mail.com.my" MOBILE="<Employee.Code> - Statement Of Remuneration From Employment For The Year 2019" EMAIL="" BRANCH="----" HRGROUP="----" DEPARTMENT="----" CATEGORY="----" PROJECT="----" JOB="----" TASK="----" COUNTRY="MY" RACE="----" CALENDAR="----" oISMANAGER="0" oMGRAPPROVAL="0" JOBTITLE="" MARITALSTATUS="S" oISACTIVE="0" WAGESTYPE="----" WAGES="0.0000" CONTRIB="----" FREQUENCY="----" PAYMENTMETHOD="----" SOCSOTYPE="1" EISTYPE="1" EISCATEGORY="0" oDISABLED="0" oRESIDENT="1" oSPOUSEWORKING="0" oSPOUSEDISABLED="0" LEAVEGROUP="----" NOTE="e1xydGYxXGFuc2lcYW5zaWNwZzEyNTJcZGVmZjBcZGVmbGFuZzEwMzN7XGZvbnR0Ymx7XGYwXGZuaWxcZmNoYXJzZXQwIFRhaG9tYTt9fQ0KXHZpZXdraW5kNFx1YzFccGFyZFxmMFxmczE0IERlYXIgPEVtcGxveWVlLk5hbWU+LFxwYXINClxwYXINClxwYXINClBsZWFzZSBjaGVjayB0aGUgYXR0YWNobWVudCBmb3IgLi4uXHBhcg0KXHBhcg0KQmVzdCBSZWdhcmRzLFxwYXINCjxQcm9maWxlLkNvbXBhbnlOYW1lPlxwYXINCn0NCgA=" ROWVER="40" Disabled="FALSE" Resident="TRUE" SpouseWorking="FALSE" SpouseDisabled="FALSE" IsActive="FALSE" IsManager="FALSE" MgrApproval="FALSE" OverrideTaxCategory="FALSE" Dirty="FALSE">
<Manager/>
<History/>
<Child/>
<Deduction/>
<Allowance/>
</ROW>
</ROWDATA>
</DATAPACKET>
|
Sample E-Mail Template (Version 1.2021.196.166 & above) |
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<?xml version="1.0" standalone="yes"?> <DATAPACKET Version="2.0"> <METADATA> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="NAME" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="NAME2" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="GENDER" fieldtype="string.uni" required="true" WIDTH="2"/> <FIELD attrname="DOB" fieldtype="date"/> <FIELD attrname="ADDRESS1" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="ADDRESS2" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="ADDRESS3" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="ADDRESS4" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="PHONE1" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="PHONE2" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="MOBILE" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="EMAIL" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="NEWIC" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="OLDIC" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="PASSPORT" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="IMMIGRATIONNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="BRANCH" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="HRGROUP" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DEPARTMENT" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="CATEGORY" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="PROJECT" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="JOB" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="TASK" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="NATIONALITY" fieldtype="string.uni" required="true" WIDTH="4"/> <FIELD attrname="RACE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="CALENDAR" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="oISMANAGER" fieldtype="i2"/> <FIELD attrname="oMGRAPPROVAL" fieldtype="i2"/> <FIELD attrname="oMGRREVIEW" fieldtype="i2"/> <FIELD attrname="JOBTITLE" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="JOINDATE" fieldtype="date"/> <FIELD attrname="CONFIRMDATE" fieldtype="date"/> <FIELD attrname="RESIGNDATE" fieldtype="date"/> <FIELD attrname="RESIGNATTR" fieldtype="i4"/> <FIELD attrname="MARITALSTATUS" fieldtype="string.uni" WIDTH="2"/> <FIELD attrname="oISACTIVE" fieldtype="i2"/> <FIELD attrname="WAGESTYPE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="WAGES" fieldtype="fixedFMT" DECIMALS="4" WIDTH="18"/> <FIELD attrname="CONTRIB" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="FREQUENCY" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="PAYMENTMETHOD" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="BANK" fieldtype="string.uni" WIDTH="12"/> <FIELD attrname="BANKACCNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="EPFNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="NK" fieldtype="string.uni" WIDTH="2"/> <FIELD attrname="INITIAL" fieldtype="string.uni" WIDTH="6"/> <FIELD attrname="SOCSONO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="SOCSOTYPE" fieldtype="i4"/> <FIELD attrname="EISTYPE" fieldtype="i4"/> <FIELD attrname="EISCATEGORY" fieldtype="i4"/> <FIELD attrname="TAXCATEGORY" fieldtype="string.uni" WIDTH="20"/> <FIELD attrname="TAXBRANCH" fieldtype="string.uni" WIDTH="80"/> <FIELD attrname="TAXNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="oDISABLED" fieldtype="i2"/> <FIELD attrname="oTAXRESIDENT" fieldtype="i2"/> <FIELD attrname="EASERIALNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="THNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="SPOUSENAME" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="SPOUSEADDRESS1" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="SPOUSEADDRESS2" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="SPOUSEADDRESS3" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="SPOUSEADDRESS4" fieldtype="string.uni" WIDTH="120"/> <FIELD attrname="SPOUSEPHONE1" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="SPOUSEPHONE2" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="SPOUSEMOBILE" fieldtype="string.uni" WIDTH="400"/> <FIELD attrname="SPOUSETAXBRANCH" fieldtype="string.uni" WIDTH="80"/> <FIELD attrname="SPOUSETAXNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="SPOUSEICNO" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="oSPOUSEWORKING" fieldtype="i2"/> <FIELD attrname="oSPOUSEDISABLED" fieldtype="i2"/> <FIELD attrname="LEAVEGROUP" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="PHOTO" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/> <FIELD attrname="NOTE" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/> <FIELD attrname="ATTACHMENTS" fieldtype="bin.hex" SUBTYPE="Binary" WIDTH="8"/> <FIELD attrname="ROWVER" fieldtype="i4"/> <FIELD attrname="DocNoSetKey" fieldtype="i8"/> <FIELD attrname="Disabled" fieldtype="boolean"/> <FIELD attrname="TaxResident" fieldtype="boolean"/> <FIELD attrname="SpouseWorking" fieldtype="boolean"/> <FIELD attrname="SpouseDisabled" fieldtype="boolean"/> <FIELD attrname="IsActive" fieldtype="boolean"/> <FIELD attrname="IsManager" fieldtype="boolean"/> <FIELD attrname="MgrApproval" fieldtype="boolean"/> <FIELD attrname="MgrReview" fieldtype="boolean"/> <FIELD attrname="OverrideTaxCategory" fieldtype="boolean"/> <FIELD attrname="SysCalcTaxCategory" fieldtype="string.uni" WIDTH="20"/> <FIELD attrname="LeaveMY" fieldtype="boolean"/> <FIELD attrname="Dirty" fieldtype="boolean"/> <FIELD attrname="TaxBenefit" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="REF1" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="REF2" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="AMOUNT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="18"/> <FIELD attrname="CONTRIBATTR" fieldtype="i4"/> <FIELD attrname="DATEFROM" fieldtype="date"/> <FIELD attrname="DATETO" fieldtype="date"/> <FIELD attrname="ROWVER" fieldtype="i4"/> <FIELD attrname="PCB" fieldtype="boolean"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="Claim" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="YEARLYLIMIT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="18"/> <FIELD attrname="MONTHLYLIMIT" fieldtype="fixedFMT" DECIMALS="2" WIDTH="18"/> <FIELD attrname="ROWVER" fieldtype="i4"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="Manager" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="BRANCH" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="DEPARTMENT" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="ROWVER" fieldtype="i4"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="History" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="POSTDATE" fieldtype="date" required="true"/> <FIELD attrname="HISTORYTYPE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="ROWVER" fieldtype="i4"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="Child" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="NAME" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="DOB" fieldtype="date"/> <FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="1" WIDTH="9"/> <FIELD attrname="TAXCODE" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="ROWVER" fieldtype="i4"/> <FIELD attrname="NumOfChildren" fieldtype="fixed" DECIMALS="4" WIDTH="32"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="Deduction" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="DEDUCTIONTYPE" fieldtype="i4"/> <FIELD attrname="DEDUCTIONATTR" fieldtype="i4"/> <FIELD attrname="WORKUNIT" fieldtype="fixedFMT" DECIMALS="8" WIDTH="18"/> <FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="18"/> <FIELD attrname="CONTRIBATTR" fieldtype="i4"/> <FIELD attrname="DATEFROM" fieldtype="date"/> <FIELD attrname="DATETO" fieldtype="date"/> <FIELD attrname="ROWVER" fieldtype="i4"/> <FIELD attrname="EPF" fieldtype="boolean"/> <FIELD attrname="SOCSO" fieldtype="boolean"/> <FIELD attrname="PCB" fieldtype="boolean"/> <FIELD attrname="OT" fieldtype="boolean"/> <FIELD attrname="EA" fieldtype="boolean"/> <FIELD attrname="HRDF" fieldtype="boolean"/> <FIELD attrname="PA" fieldtype="boolean"/> <FIELD attrname="EIS" fieldtype="boolean"/> </FIELDS> <PARAMS/> </FIELD> <FIELD attrname="Allowance" fieldtype="nested"> <FIELDS> <FIELD attrname="AUTOKEY" fieldtype="i8" required="true"/> <FIELD attrname="CODE" fieldtype="string.uni" required="true" WIDTH="60"/> <FIELD attrname="PICODE" fieldtype="string.uni" required="true" WIDTH="40"/> <FIELD attrname="DESCRIPTION" fieldtype="string.uni" WIDTH="320"/> <FIELD attrname="ALLOWANCETYPE" fieldtype="i4"/> <FIELD attrname="WORKUNIT" fieldtype="fixedFMT" DECIMALS="8" WIDTH="18"/> <FIELD attrname="RATE" fieldtype="fixedFMT" DECIMALS="8" WIDTH="18"/> <FIELD attrname="CONTRIBATTR" fieldtype="i4"/> <FIELD attrname="TAXCODE" fieldtype="string.uni" WIDTH="40"/> <FIELD attrname="DATEFROM" fieldtype="date"/> <FIELD attrname="DATETO" fieldtype="date"/> <FIELD attrname="ROWVER" fieldtype="i4"/> <FIELD attrname="EPF" fieldtype="boolean"/> <FIELD attrname="SOCSO" fieldtype="boolean"/> <FIELD attrname="PCB" fieldtype="boolean"/> <FIELD attrname="OT" fieldtype="boolean"/> <FIELD attrname="EA" fieldtype="boolean"/> <FIELD attrname="HRDF" fieldtype="boolean"/> <FIELD attrname="PA" fieldtype="boolean"/> <FIELD attrname="EIS" fieldtype="boolean"/> </FIELDS> <PARAMS/> </FIELD> </FIELDS> <PARAMS MD_SEMANTICS="3"> <PARAM Name="KeyField" Value="QXV0b0tleQ==" Roundtrip="True"/> <PARAM Name="CanInsert" Value="TRUE" Type="boolean" Roundtrip="True"/> <PARAM Name="CanEdit" Value="TRUE" Type="boolean" Roundtrip="True"/> <PARAM Name="CanDelete" Value="TRUE" Type="boolean" Roundtrip="True"/> <PARAM Name="ID" Value="SFJfRU1Q" Roundtrip="True"/> <PARAM Name="DatabaseBrand" Value="RmlyZWJpcmQ=" Roundtrip="True"/> <PARAM Name="Dummy_0" Value="0" Type="i4"/> <PARAM Name="Dummy_1" Value="0" Type="i4"/> </PARAMS> </METADATA> <ROWDATA> <ROW AUTOKEY="34" CODE="EMAIL" NAME="Version 1.2021.196.166 & above" NAME2="" GENDER="M" ADDRESS1="" ADDRESS2="" ADDRESS3="" ADDRESS4="" PHONE1="" PHONE2="" MOBILE="" EMAIL="" BRANCH="----" HRGROUP="----" DEPARTMENT="----" CATEGORY="----" PROJECT="----" JOB="----" TASK="----" NATIONALITY="MY" RACE="----" CALENDAR="----" oISMANAGER="0" oMGRAPPROVAL="0" oMGRREVIEW="0" JOBTITLE="" RESIGNATTR="0" MARITALSTATUS="S" oISACTIVE="0" WAGESTYPE="----" WAGES="0.0000" CONTRIB="----" FREQUENCY="----" PAYMENTMETHOD="----" SOCSOTYPE="1" EISTYPE="1" EISCATEGORY="0" oDISABLED="0" oTAXRESIDENT="1" oSPOUSEWORKING="0" oSPOUSEDISABLED="0" LEAVEGROUP="----" NOTE="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" ROWVER="6" Disabled="FALSE" TaxResident="TRUE" SpouseWorking="FALSE" SpouseDisabled="FALSE" IsActive="FALSE" IsManager="FALSE" MgrApproval="FALSE" MgrReview="FALSE" OverrideTaxCategory="FALSE" LeaveMY="FALSE" Dirty="FALSE"> <TaxBenefit/> <Claim/> <Manager/> <History/> <Child/> <Deduction/> <Allowance/> </ROW> </ROWDATA> </DATAPACKET> </syntaxhighlight> |
- 03. Click More | Paste Employee
- 04. Make sure Code is EMAIL
- 05. Click Save after done change the
- - E-Mail Subject/Content/Body & other fields (Version 1.2020.182.158 & above)
- - Note field (Version 1.2021.196.166 & above)
Steps
Below is example using Sales Invoice
Menu: Sales | Invoice...
- 01. Press F6
- 02. Select the Build-in/Customise Fast Report (eg Sales Invoice 7 (GST 2)-Email)
- 03. Click OK
- 04. Click the Arrow for Export (2nd Button from Left)
- 05. Select either 1 of other following from the list
- Export to E-Mail Client
- Export to E-Mail Client (Batch)
- Export to E-Mail (Native)
See also
- Report Designer
- Others Customisation