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Microsoft Dynamics GP 2018 R2 - Print and Email SOP documents at the same time

Isaac Olson Profile Picture Isaac Olson

We have added the ability to both Print and E-mail Sales Documents at the same time in three areas.  This feature will be useful in allowing you to print and E-mail Sales Invoices all in one process.  Previously you would have been required to print the document or range of documents, and then once that process was completed, you would have to go back into the window, mark the documents again and E-mail the documents.  This should be a big time saver for those who like to print a copy of the documents that they are emailing!

This feature was added to the following windows:

  • Sales Transaction Entry

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  • Print Sales Documents

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  • Sales Order Transactions Navigation List

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For more detailed documentation on this new feature and others with the Release of Microsoft Dynamics GP 2018 R2, please check out our Microsoft Dynamics GP 2018 R2 New Feature Blog Series.

Comments

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  • DavidMO Profile Picture DavidMO 1,030
    Posted at
    Is anyone else seeing this same issue "But since their GP18R2 upgrade, when they check both, it still emails the ones that can, but also prints ALL sales documents, even if they emailed." ? It appears that Microsoft may have introduced a bug, since the documentation says Print Sales Documents window Sales >> Transactions >> Print Sales Documents Use the Print Sales Documents window to print a range of sales documents. If you set up e-mail functionality for customers and sales documents, you can send a quote, order, fulfillment order, and invoice in e-mail. When you send sales documents to your customers in e-mail, you use the same options when printing a sales document. The print options that are available depend on the document you are printing or sending in e-mail. ******************* If you have marked to print and send sales documents in email at the same time, the documents that are set up to be sent in email will be sent in email while the documents that cannot be sent in email will be printed. *********************
  • Althea ADS Profile Picture Althea ADS 445
    Posted at

    Our customer just upgraded from GP15 to GP18R2 and has been on since GP8.  Since the print/email functionality began, they have used this window and checked both boxes and GP would email those that could and only print sales docs that did not email.  But since their GP18R2 upgrade, when they check both, it still emails the ones that can, but also prints ALL sales documents, even if they emailed.  So they have to sort through and pull the ones that emailed so they don't mail them also.  The whole idea of emailing was to save time and money from mailing them.  Now they have to take time to sort out stacks of invoices and compare to their sent box in Outlook.  And hopefully not also mail the invoice.  Is there a new setting we don't see where it will make GP print ALL, even docs that emailed?  Are we missing something?

    Thanks,

    Althea @ ADSBI