Email Messages - Variables to include
The E-mail Messages form lets you create email templates to send with e-mailed remittance advices, direct debit and refund advices.
Tip: When you use {field} or $field , EFT will replace the code by the value of the field when sending the email. When using HTML Emails, use {field} as it knows where the field ends and is more reliable. $field is available for backward compatibility purposes.
Tip: Email templates are sent as HTML if they contain "<html>" and "</html> Tags. Only available in the latest product updates of Sage 300 version 2016 and above.
Tip: To add a line in HTML templates, you must use <BR> or include <p>my text </p> around each line.
Tip: If copying your existing text email templates and converting them to HTML template, make sure you add <BR> wherever a new line is required.
Refer to Sample EFT Email Messages that you can copy and paste in the EFT Email Messages screen.
EFT Vendor Variables:
{VENDOR_ID}
{VENDOR_NAME}
{VENDOR_CONTACT}
{VENDOR_REMITCONTACT}
AP Payment Variables:
{DOCLIST} - Prints a list of AP Invoices that were paid.
{DOCAMTLIST} - Prints a list of A/P documents applied to the payment. Includes Document Number, Date and Amount.
When you use HTML templates, the list is displayed in a table and alignment is controlled better.
{PAYMENT_DATE_YYYY} - four digit year of the A/P Payment (eg 2020)
{PAYMENT_DATE_YY} - two digit year of the A/P Payment (eg 20)
{PAYMENT_DATE_M} - single digit month of the A/P Payment (eg 4)
{PAYMENT_DATE_MM} - two digit month of the A/P Payment (eg 04)
{PAYMENT_DATE_MMM} - short month name of the A/P Payment (eg Apr)
{PAYMENT_DATE_MONTH} - month name of the A/P Payment (eg April)
{PAYMENT_DATE_D} - single digit day of the A/P Payment (eg 5)
{PAYMENT_DATE_DD} - two digit day of the A/P Payment (eg 19)
Default formatting for a date field is YYYYMMDD.
If you need to format the date, use {PAYMENT_DATE_MM}-{PAYMENT_DATE_DD}- {PAYMENT_DATE_YYYY}
If the transaction date is 10th October 2019, {PAYMENT_DATE} will display as 20191031 in the email.
{PAYMENT_DATE_MM}-{PAYMENT_DATE_DD}- {PAYMENT_DATE_YYYY} will show as 10-31-2019
{PAYMENT_DATE_DD}-{PAYMENT_DATE_MM}- {PAYMENT_DATE_YYYY} will show as 31-10-2019
{PAYMENT_AMTRMIT} - Total AP Payment Amount
{PAYMENT_FIELDNAME} is any field from the APTCR table.
EFT Customer Variables:
{CUSTOMER_ID}
{CUSTOMER_NAME}
{CUSTOMER_CONTACT}
AR Receipt and AR Refund Variables:
{DOCLIST} - Prints a list of AR Invoices that were paid.
{PAYMENT_DATE_YYYY} - four digit year of the A/R Payment (eg 2020)
{PAYMENT_DATE_YY} - two digit year of the A/R Payment (eg 20)
{PAYMENT_DATE_M} - single digit month of the A/R Payment (eg 4)
{PAYMENT_DATE_MM} - two digit month of the A/R Payment (eg 04)
{PAYMENT_DATE_MMM} - short month name of the A/R Payment (eg Apr)
{PAYMENT_DATE_MONTH} - month name of the A/R Payment (eg April)
{PAYMENT_DATE_D} - single digit day of the A/R Payment (eg 5)
{PAYMENT_DATE_DD} - two digit day of the A/R Payment (eg 19)
Default formatting for a date field is YYYYMMDD.
If you need to format the date, use {PAYMENT_DATE_MM}-{PAYMENT_DATE_DD}- {PAYMENT_DATE_YYYY}
If the transaction date is 10th October 2019, {PAYMENT_DATE} will display as 20191031 in the email.
{PAYMENT_DATE_MM}-{PAYMENT_DATE_DD}- {PAYMENT_DATE_YYYY} will show as 10-31-2019
{PAYMENT_DATE_DD}-{PAYMENT_DATE_MM}- {PAYMENT_DATE_YYYY} will show as 31-10-2019
EFT Employees Variables:
You can include fields from the Canadian Employee (CPEMPL) or US Employee (UPEMPL) table by using {EMPLOYEE_FIELDNAME} e.g.
{EMPLOYEE_EMPLOYEE} - Employee ID
{EMPLOYEE_FIRSTNAME}
{EMPLOYEE_LASTNAME}
{EMPLOYEE_COUNTRY}
Payroll Variables:
Any field from the EFT Payroll Audit log (ELPLOGD), surrounded by {fieldname} or with $ in front
{CREATENO} - Creation Number
{LINE}- Line Number
{DATERUN} - Date Run (e.g. 20180103)
{IDEMP} - Employee
{PEREND} - Pay Period End Date (e.g. 20190130)
{EAMOUNT} - Amount -
{BANK} - Bank Code
{FILETYPE} - File Type
{BANKNAME} - Bank
{BSBNO} - Branch Number
{ACCNO} - Account Number 123456789
{ACCNAME} - Account Name 100050acc
{PAYREF} - Payment Reference
{NAME} - Payee Name
{TEXTSTRE1} - Address 1
{TEXTSTRE2} - Address 2
{TEXTSTRE3} - Address 3
{TEXTSTRE4} - Address 4
{NAMECITY} - City
{CODESTTE}- State/Prov. BC
{CODEPSTL}- Zip/Postal Code
{CODECTRY} - Country
{NAMECTAC} - Contact
{PHONE} - Telephone
{FAX} - Fax
{EMAIL} - E-mail
{WEBSITE} - Web Site
{EXTRA1} to {EXTRA50}
EFT Employees Variables:
You can include fields from the Canadian Employee (CPEMPL) or US Employee (UPEMPL) table by using {EMPLOYEE_fieldname} , e.g.
{EMPLOYEE_EMPLOYEE} - Employee ID
{EMPLOYEE_FIRSTNAME}
{EMPLOYEE_LASTNAME}
{EMPLOYEE_COUNTRY}
Payroll Cheque/check History Summary Table (CPCHKS or UPCHKS) Variables:
You can include fields from the Payroll Cheque/Check History Summary table (CPCHKS or UPCHKS) as follows:
{PAYCHECK_fieldname}
- For example: {PAYCHECK_EMPLOYEE} for the Pay check/cheque name
-
{PAYCHECK_PERSTART} - Period Start Date
- {PAYCHECK_PEREND} - Period End Date
- {PAYCHECK_TRANSDATE}.- Transaction Date
Default formatting for a date field is YYYYMMDD.
If you need to format the date, use {PAYCHECK_TRANSDATE_MM}-{PAYCHECK_TRANSDATE_DD}- {PAYCHECK_TRANSDATE_YYYY}
If the transaction date is 10th October 2019, {PAYCHECK_TRANSDATE} will display as 20191031 in the email.
{PAYCHECK_TRANSDATE_MM}-{PAYCHECK_TRANSDATE_DD}- {PAYCHECK_TRANSDATE_YYYY} will show as 10-31-2019
{PAYCHECK_TRANSDATE_DD}-{PAYCHECK_TRANSDATE_MM}- {PAYCHECK_TRANSDATE_YYYY} will show as 31-10-2019
EFT Employees Variables:
You can include fields from the Canadian Employee (CPEMPL) or US Employee (UPEMPL) table by adding $EMPLOYEE_ before the field name, e.g.
{EMPLOYEE_EMPLOYEE} - Employee ID
{EMPLOYEE_FIRSTNAME}
{EMPLOYEE_LASTNAME}
{EMPLOYEE_COUNTRY}
Company Variables:
{COMPANY_PHONE}
{COMPANY_FAX}
{COMPANY_CONTACT}
{COMPANY_NAME}
System Date Variables:
{DATE_YYYY} - four digit year of today (eg 2020)
{DATE_YY} - two digit year of today (eg 20)
{DATE_M} - single digit month of today (eg 4)
{DATE_MM} - two digit month of today (eg 04)
{DATE_MMM} - short month name of today (eg Apr)
{DATE_MONTH} - month name of today (eg April)
{DATE_D} - single digit day of today (eg 5)
{DATE_DD} - two digit day of today (eg 19)