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Agribusiness Client Ideas Portal
Status Not on the Roadmap
Created by Guest
Created on Feb 6, 2024

Email Fuel Purchase Summary when Customer Statements are emailed

No description provided
Date Submitted Feb 6, 2024
MerchantAg Modules Accounts Receivable, SRV Services
MerchantFIN Modules Not Applicable
Product MerchantAg
Who will benefit from this idea? (Department and/or Job Title) Customers
What problem does this Idea solve?

When you email customers statements and you have the customer checked for Fuel Purcahse Summary, the Fuel Purchase Summary does not get emailed to the customers if the customer is setup for email statement.

When you print customer statements it does print the Fuel Purchase Summary with it but it does not when you do Email Statements.

Spoke with Dev and they did confirm that currently it doesnt go out with the email statements.

Testing I have done does confirm this as well. Video shows that this customer does have a fuel purchase summary -- https://app.screencast.com/90UOWud7y0bIr?conversation=JnV0hcc2XjT2fcBcfuPJuA --- attached is the customer statement received by email

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