I posted the following request in Excel and it works perfectly or me, so now my boss wants the same functionality in access. I created a report but cannot separate the report into separate attachments. I also still have some work to do on the grouping so that I'll only have 1 Sum Total or each Document Number.
For each ProjectNo on the attached, I would like to send the Company an automated Outlook email with their outstanding Document Number(s) as an Excel attachment. If a Document No has multiple email addresses, I would like to send 1 email joining the email addresses with a semi-colon and 1 sum total for each Document No. I've also attached a sample report I created in Access but I'm unable to send separate emails.
Using data in the attachment --
Project 1473, 1 email w/ 2 email addresses separated by a semi-colon, 1 line attachment
Project 1782, 1 email w/ 2 email addresses separated by a semi-colon, 1 line attachment
Project 1506, 1 email w/ 1 email address, 1 line attachment
Project 1833, 1 email w/ 1 email address, 1 line attachment
Project 1752, 1 email w/ 1 email address, 1 line attachment
Project 1755, 1 email w/ 1 email address, 2 line attachment
Project 1774, 1 email w/ 1 email address, 1 line attachment
Following is the text for the email:
To: [Email Address]
From: garland.christmas@thermofisher.com
Subject: Fisher Clinical Services (our name on all emails), Company (customer name), Customer No#,Customer Project Number
Body: The following is a list of the outstanding invoice(s) that we currently show for your company. Please confirm your agreement or contact us if you have any questions. (on all emails)
Example of Customized Data:
Project NO 1755 $24,403.66 Customer No# Company Balance Due Document No Aging Date Due Date CA-000361 Astellas Pharma Inc 9,824.69 1755-01-0821 9/30/2021 10/30/2021 1,308.33 1755-01-0921 11/16/2021 12/16/2021 1755-01-1021 11/16/2021 12/16/2021 3,794.05 1755-02-0122 3/4/2022 4/3/2022 9,476.59 1755-02-0222 4/1/2022 5/1/2022
Signature Block:
Sincerely,
Garland Christmas
Senior Credit Analyst, Fisher BioServices
Pharma Services | Fisher Clinical Services, by Thermo Fisher Scientific
14665 Rothgeb Drive | Rockville, MD 20850
garland.christmas@thermofisher.com | www.fisherbioservices.com