You need to change the remittance advice template in V12. I can't tell you how to do this right now but will be able to when I get back home.

OK because V12 doesn't have the PURCHASE_LEDGER option in the layout, first of all you need to add the PURCHASE_LEDGER to the remittance advice

To do this you need to create a remittance and then choose the layout you require and are going to amend.
Click on Edit - this should open the layout in report designer
On the menu bar Click on Data
Choose Joins

The Joins editor window opens

From the Toolbox, select PURCHASE_LEDGER table then click and drag the table into the central pane and position it near the REMITTANCE table

The table appears in its new position

From the REMITTANCE table select the ACCOUNT_REF variable which will then be highlight
From the PURCHASE_LEDGER table select the ACCOUNT_REF variable which will also be highlighted

With both highlighted

Click and drag the ACCOUNT_REF variable from the REMITTANCE table to the ACCOUNT_REF variable on the PURCHASE_LEDGER table

This creates a join and the parent table has a key on it.

Click on the join between the 2 tables. The join is highlighted and the Properties pane displays the join properties. The join should be dark grey.

From the Properties pane, select the Join Type then from the Join list scroll to Join Type: ParentOuter.

Click OK

To save the changes, you need to change the description. To do this, from the Report Explorer pane, select the layout name. If you have chosen to auto-hide any of your Report Designer panes, the name appears in an orange tab to the left or right of your window. To expand a pane, click its name. If you have closed any of your Report Designer panes, to open them, click View then from the View menu, select the relevant pane.

The layout name is highlighted.

From the Properties pane, in the Name box, enter a description for the layout then press the Enter key.

To save the changes, open the File menu and choose Save As.

The Save As window appears.

From the Save As window, in the File name box, enter a file name for your amended layout.

The Save in drop-down menu displays the current location of the layout, for example, Layouts. If you want to save your layout in an alternative folder, use the Save in drop-down list to choose the required folder.

To confirm the location and details of your amended layout, click Save.

The Sage Report Designer window appears.

To close Sage Report Designer, open the File menu and choose Exit.

The layout list appears.

The amended layout does not appear until you close and reopen the cheque or remittance list.

Now that has been done you can set up the layout to email.

Open your new layout and edit

In the Properties pane, select Email Options
Click on the Finder button it has ... on it
In the E-mail setting window choose eithe MAPI (Outlook) or SMTP
Click To
Next to the bottom pane click Add
In the expression editor window fields pane scroll and double click PURCHASE_LEDGER.E_MAIL   (or type this in)
Click OK

To enter the text you want to appear in the email

Click into the Subject box and enter the text starting and ending with quote marks "......"
Click OK

In the Email settings window choose whether to send as plain text or as an attachment (if the latter choose PDF or whatever else)

Enter text you want in the body of the email (use Shift Enter to create a  new line).

Select whether you want to send the emails automatically or save them to send later.

To confirm your settings click OK

Then Save all changes using file and Save.


Hope that helps!!!!

-- Edited by semsley on Monday 14th of March 2011 08:54:26 PM

Well, there's a poor start!

Got no further than the 2nd paragraph............. got to remittance in report designer but I have nothing offering me 'Data'. Done it again again again, looked at every drop down and every toolbar.

Sorry!