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I need to update all customers email doc type

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Posted on by 1,455

dI need to update all existing customer that have an email address to use the doc type of word to now be pdf.  Is there a script to do this?

  • Suggested answer
    Don Wisch Profile Picture
    Don Wisch 660 on at
    RE: I need to update all customers email doc type

    Hi Deborah,

    Please see the update on 9/22 for the recent Word Template issue from an Office update.   You should see the SQL script there.

    community.dynamics.com/.../word-templates-will-not-email-print-after-office-update

    Thanks

  • Suggested answer
    RE: I need to update all customers email doc type

    Hello Deborah,

    All of the customers and vendors are held in the SY04905, with the EmailDocumentFormat being the type of document sent, with 1 being DOCX and 3 being PDF.

    Here is a script that swaps everyone over to PDF:

    UPDATE SY04905 SET EmailDocumentFormat = '3'

    If you want to filter on Customers VS Vendors, then you can filter on EmailSeriesID. If you want to filter further there are other options:

    EmailSeriesID – 3 (for Sales) & 4 (for Purchasing)

    MODULE1 – 9 (for SOP), 11 (for Receivables), 12 (for POP) & 19 (for Payables)

    Hopefully this gets you going in the right direction.

    As always, have a backup before you do anything in SQL!

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