Address selection in Project Management for Transmittals

SOLVED

Is there any way to be able to select an address for Transmittals in PJ?  I have read all the knowledgebase articles regarding retrieval hierarchy, but I need to select an address depending how the document is being sent - regular mail (remittance) or FedEx (street).  We are new to PJ, surely we are not the first ones to have a problem with this? 

Any suggestions would be greatly appreciated.

 

  • 0

    Hi Teresa,

    Thanks for posting the question here in Sage City! There is not a method to select the address for Transmittals in PJ. The hierarchy is discussed in article KB69418.

    That being said I think the option to select the address makes a great software enhancement request. You can submit the idea directly to the development team from within Sage 300 by going to Help > Web Resources > Submit Enhancement Requests.

    Thank you,

    Jordan

  • 0
    verified answer

    Another possibility is to have your Transmittal form customized to allow you to select the address to use.  Because these are Crystal reports, there is the ability to suppress or print certain areas based on some field in the data.  One way would be to create custom field on the Transmittal (for example, FedEX?) then have the report choose which address to print depending on the value in the custom field.

  • 0 in reply to Denise Pierce

    Thanks Denise, that's what I did.  I think it is going to work ok.