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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syed baber 11,633 on at

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RE: Sending Customer Statements to Customer's Email Address

Hi Dammy,

In the email templates, you defined the place holders for Subject and Message of the email and then fill it accordingly. For information on how to create and use email templates in X++ code, take a look at below link:

microsoftdax.blogspot.co.nz/.../ax-2012-email-templates.html

I think you need to modify the same class which I mentioned above i.e. SRSReportRunPrinter to fill in the placeholders and then send the email accordingly.

Thanks,

Baber.

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Community Member on at

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RE: Sending Customer Statements to Customer's Email Address

@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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syed baber 11,633 on at

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RE: Sending Customer Statements to Customer's Email Address

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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syed baber 11,633 on at

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RE: Sending Customer Statements to Customer's Email Address

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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RE: Sending Customer Statements to Customer's Email Address

@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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RE: Sending Customer Statements to Customer's Email Address

@Ram, thanks a lot!

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RamK 2,580 on at

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RE: Sending Customer Statements to Customer's Email Address

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

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RE: Sending Customer Statements to Customer's Email Address

@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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RE: Sending Customer Statements to Customer's Email Address

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

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RE: Sending Customer Statements to Customer's Email Address

@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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