Customer Output Email Addresses Template

Excel template to import customer document email recipients in Bevica Select (invoices, credit memos, statements, and other outputs).

Use this template to import customer document email addresses.

These addresses control where Bevica sends statements, invoices, and credit memos.

Before you start

You need:

• ​Excel Template Data Migration​
• ​Configuration Worksheet

When to use this template

Export it from Configuration Worksheet on the Customer Email Address line.

Customers must already exist.

Step-by-step

1

Export the template

1. Open Configuration Worksheet.
2. Select the Customer Email Address line.
3. Select Excel → Export to Template.

2

Populate rows

1. Create one row per customer and usage.
2. Use Sequence values that don’t clash with existing records.
3. Use semicolons for multiple addresses. Don’t add spaces.

3

Import and apply

1. Select Excel → Import from Template.
2. Fix any errors in the preview.
3. Select Apply Data.

4

Verify

1. Open a customer card.
2. Check the customer’s document email address setup.
3. Send a test invoice/statement if possible.

This template uses Report ID values.

If you use custom reports, verify the IDs in your environment before importing.

Field reference (template columns)

The template has the following fields:

Field ID / Name	Related Table	FieldType	Note
1 Source Type		Code 20 (Mandatory)	Set this to 18.
2 Source No.	(18) Customer	Code 20 (Mandatory)	This is the customer no. Any value entered here must already exist in its related table.
3 Usage		Option (Mandatory)	• Sales Invoice • Sales Credit Memo • Customer Statement • Sales Order • Sales Quote • Pro Forma Sales Invoice
4 Sequence		Integer (Mandatory)	Enter a sequential number, e.g. 1, 2, 3, 4 etc. Each record needs to have a unique sequence number. Note that if you have records in this table already you cannot use Sequence numbers that already exist.
5 Report ID	(2000000058) AllObjWithCaption	Integer (Mandatory)	• If Usage = Invoice then enter 70506 • If Usage = Credit Memo then enter 70507 • If Usage = Customer Statement then enter 70525 or 70523 • If Usage = Confirmation Order then enter 70510 • If Usage = Quote then enter 70509 • If Usage = Pro Forma then enter 70517
9 Send to Email		Text 200 (Mandatory)	Enter the email address the report will be sent to. If you have multiple addresses you can separate them using a semicolon. Do not add spaces between the addresses.