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 Reporting Services Development
 Invoice/Statement Process Implementation

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latingntlman
Yak Posting Veteran

96 Posts

Posted - 2008-07-10 : 09:45:28
The company has our dept to try to come up w/ a solution for our current invoice/statement process and implement an email function for sending out invoices to customers w/email address. Below is the current process and what's desired.

1) Customer places an order via internet or call center.

2) A process runs that prints a pick ticket for order fulfillment.

3) A nightly batch process runs that creates a print batch of invoices for order items that have shipped.

4) The batch is printed in the morning by accounting and invoices are manually separated and mailed to the customers.

What accounts wants to happen:

1) Customer places an order via internet or call center.

2) A process runs that prints a pick ticket for order fulfillment.

3) For any customers that have an email address, email then the invoice electronically in PDF format.

4) A nightly batch process runs that creates a print batch of invoices for any wholesale orders not emailed.

5) The batch is printed in the morning by accounting and invoices are manually separated and mailed to the customers.

How do we get Reporting Services to auto-create these invoices nightly and batch email them to a dynamic list of recipients without creating an individual subscription for each customer. We need something simple, accurate, dynamic, and bulletproof. Eventually this will be rolled out to all customers.

Another solution I can think of is to create a .Net application that would do the processing, imbed the Reporting Services invoice in an email, or attach as PDF, and send the email to the customer. This would be a lot of development work and would require this external application to be managed and monitored.

Any ideas?

thx,

John
   

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