Creating Selection Definitions for Mass Email

To create a new selection definition for use when sending mass email:

  1. Make sure you are in the appropriate company for this new selection definition.
  2. Click the Selection Definitions tab.
  3. Click New next to Recent Selection Definitions on the home page.
  4. Then follow one of the examples in this topic to complete your selection definition.
Note:

Dates must be entered in the format yyyy-mm-dd, such as 2011-12-31.

Reminder Example

To create a reminder, complete the following steps:

  1. In the Selection Definition section, enter a Selection Name and Description.
  2. In the Master section, select "Sales Invoice" as the Master Object.
  3. Do not click the Add Field button.
  4. Click the Add Filter button to add filter conditions.
  5. Select a field on which to base your filter condition, such as Payment Status.
  6. Select an operator and value or range as appropriate to complete your filter condition, such as = Unpaid.
  7. Add a second filter condition, such as Due Date, Between, 2009-09-01, 2009-09-30. Remember to use the format yyyy-mm-dd.
  8. In the Detail section, accept "Sales Invoice Installment Line Item" as the Detail Object.
  9. Click Save.

Customer Statement Example

To create a customer statement, complete the following steps:

  1. In the Selection Definition section, enter a Selection Name and Description.
  2. In the Master section, select "Transaction" as the Master Object.
  3. Do not click the Add Field or Add Filter buttons.
  4. In the Detail section, accept "Transaction Line Item" as the Detail Object.
  5. Do not click the Add Field button.
  6. Click the Add Filter button to add filter conditions.
  7. Select a field on which to base your filter condition, such as Account.
  8. If the field selected in the previous step is a lookup to another object, select a related field on which to base your filter condition, such as Account Type.
  9. Select an operator and value or range as appropriate to complete your filter condition, such as = Customer.
  10. Continue to add filter lines as appropriate. If you want to add a filter based on a transaction header field, select Transaction Number in step 6a.
  11. Click Save.

Vendor Remittance Example

To create a vendor remittance, complete the following steps:

  1. In the Selection Definition section, enter a Selection Name and Description.
  2. In the Master section, select "Payment Media Summary" as the Master Object.
  3. Do not click the Add Field button.
  4. Click the Add Filter button to add filter conditions.
  5. Select a field on which to base your filter condition, such as Payment Media Control.
  6. If the field selected in the previous step is a lookup to another object, select a related field on which to base your filter condition, such as Payment Method.
  7. Select an operator and value or range as appropriate to complete your filter condition, such as = Check.
  8. Continue to add filter lines as appropriate.
  9. In the Detail section, accept "Payment Media Detail" as the Detail Object.
  10. Do not add filter conditions to a remittance definition.
  11. Click Save.