025418: Extend 025298 for Manual Debt Chasing

1.      Overview 

KCSL have made further changes to development  [025298: Include credit notes & remittance, with automated debt chasing alongside statement and invoices, plus change Unallocated Transactions Box] to enable the ability to manually trigger the collation and sending of related documentation as part of their manual statement run process.

2.      Specification

An option has been added to the right-click context menu of the detail grid within the [ Accounts | Debt Management | Debtors / Creditors ] screen. This allows the user to send the current (or green selected range of) customer(s) a statement report that also includes related documentation, as per the previous development.
Where a single customer is passed through to this function, a dialog will be presented (similar to the existing "Email this Doc" / "Auto Email Option" dialog) allowing the user to select and existing contact / email or enter an arbitrary email address to send the documents to.

Note the automated process implemented in the previous development 025298 will function as prior and will not impact the existing development or user experience

3.      Configuration 

An update and a changelog will be applied as a part of this development, once applied configuration steps are as follows:

4.      Usage  

  1.     An additional option named  "Email Statements + Associated Docs" has been added to the right click context menu located within [Accounts | Debt Management | Debtors / Creditors] under "Generate Statement" (Fig.1) 


  1. Within the 'Email Statements + Assosiated Docs' dialogue  there are two sections. "Email Settings" & "Emailing single Customer" The second of which is only visible when a single entery from the Debtor/Creditor list is selected


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