Sending Customer Statements to Customer's Email Address

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Hello All,

I use AX 2012R3, I need to be able to send customer statements automatically to customers email address. Please what are the things I need to do this. We have never done it before, thanks.

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RamK 2,580 on at

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Refer technet.microsoft.com/.../gg724132.aspx to get more details. If you are not able to follow the steps, let us know

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Community Member on at

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@Ram, thank you. My challenge is with the token, when I click on edit, its only showing the worker title, does it mean I need to manually put the customers email address?

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RamK 2,580 on at

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You have to use "@Billing@" tocken, please refer blogs.msdn.com/.../email-reports-to-specific-people-by-using-tokens.aspx

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Community Member on at

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@Ram thanks a-lot. After this, isnt there a room where I can put a message on the body of the mail? After the mail drops, the body is blank, how can I populate it?

I have seen it uses the purpose in when filling the address for customers and vendors.

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RamK 2,580 on at

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Hi Dammy, AFAIK, Out of the box, AX will not add any message in the body of the mail.

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Community Member on at

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@Ram, thanks a lot!

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Community Member on at

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@Ram, Is there a way I can change the label of the report? When the report is sent using PDF, it uses the report name in SSRS which is not very presentable.

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syed baber 11,633 on at

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Hi DammyT,

You can use the email templates to specify the message to be put in the body of the email. I think the email templates form is under Organization administration module.

Thanks,

Baber.

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syed baber 11,633 on at

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Hi DammyT,

I am not sure if you can change the name of the PDF file created when sending emails. But for this, take a look at SRSReportRunPrinter class and toEmail method which generates the email and send report as PDF file. May be you can do something there to fullfill your requirements.

Please verify and let me know if you have further queries.

Thanks,

Baber.

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Community Member on at

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@baber thanks, I changed it from reportname to reportcaption and its fine now. But are u sure I can use the email template 2 send 2 customers? I thut its just for online users.

Please can u explain better. Thanks

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