Transfer Old RM Statement Emails to New Email Fields

Microsoft Dynamics GPI’ve been involved with a recent upgrade of Microsoft Dynamics GP 10 to 2015. Two of the new features we helped introduce is the use of Word Templates and the Email Documents to replace the old statement email functionality which was dependent on Adobe Writer.

To help the client make the transition from the old to the new, I created an SQL script to transfer the email addresses from the table, RM00106 (RM Statement Emails) used by the old Adobe Writer to the SY01200 (Address Email Master) used by the Email Documents functionality.

This script picks up the To, Cc and Bcc email addresses and adds them to the appropriate field in the new table for the Statement Address and operates on the assumption that there are no email addresses already against this address.

The script also handles multiple email address of the same type (e.g. three To Email address for the same customer):

CREATE TABLE #RM00106(
	CUSTNMBR VARCHAR(100)
	,Email_Type INT
	,Email_Recipient VARCHAR(8000)
)
GO

INSERT INTO #RM00106
	(CUSTNMBR,Email_Type,Email_Recipient)

(SELECT DISTINCT CUSTNMBR,Email_Type,
	(SELECT LEFT(Email_Recipient, LEN(Email_Recipient) - 1)
	FROM (
		SELECT RTRIM(Email_Recipient) + '; '
		FROM RM00106 RM106I WHERE RM106I.CUSTNMBR = RM106.CUSTNMBR AND RM106I.Email_Type = RM106.Email_Type
		FOR XML PATH ('')
	  ) RM106I (Email_Recipient)

	)
FROM
	RM00106 RM106)
GO

INSERT INTO SY01200
    (Master_Type
    ,Master_ID
    ,ADRSCODE
    ,INETINFO
    ,EmailToAddress
    ,EmailCcAddress
    ,EmailBccAddress)

	(SELECT 
		'CUS'
		,RM101.CUSTNMBR
		,RM101.STADDRCD
		,''
		,RM106_1.Email_Recipient
		,RM106_2.Email_Recipient
		,RM106_3.Email_Recipient
	FROM
		RM00101 AS RM101
	INNER JOIN
		#RM00106 AS RM106_1
			ON RM101.CUSTNMBR = RM106_1.CUSTNMBR AND RM106_1.Email_Type = 1
	LEFT JOIN
		#RM00106 AS RM106_2
			ON RM101.CUSTNMBR = RM106_2.CUSTNMBR AND RM106_2.Email_Type = 2
	LEFT JOIN
		#RM00106 AS RM106_3
			ON RM101.CUSTNMBR = RM106_3.CUSTNMBR AND RM106_3.Email_Type = 3
	WHERE
		(SELECT
		   COUNT(SY12.Master_ID)
		FROM
		   SY01200 SY12
		WHERE
		   SY12.Master_ID = RM101.CUSTNMBR
		   AND SY12.ADRSCODE = RM101.STADDRCD) = 0)
GO

As always when running an SQL script, make sure you have a good SQL backup before running the script.

What should we write about next?

If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.

Your Name

Your Email

Suggested Topic

Suggestion Details

Looking for support or consultancy with Microsoft Dynamics GP?

I no longer work with Microsoft Dynamics GP, but the last company I worked for was ISC Software in the UK; if you’re looking for support or consultancy services with Microsoft Dynamics GP you can contact them here.

6 thoughts on “Transfer Old RM Statement Emails to New Email Fields

  1. Susan Coady says:

    I am trying to create a Word Template for the RM Statement on Blank Paper. The reprint RM Statement doesn’t work now. There is only one form to modify for the RM Statement unlike the Invoice and Return in SOP which have both a current form and an historic form. How can I modify the RM Statement Reprint form. When I created the .XML file from the Reprint form then the detail of the invoices did not appear on the ‘live’ RM Statement.

    1. Ian Grieve says:

      Hi Susan,

      If you need to create a Word template version of the statement, you should be able to do this using the Word Template Generator (separate download from Microsoft) which should have no impact on the statement template.

Leave a Reply to Susan Coady Cancel reply

Your email address will not be published. Required fields are marked *