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I need to update all customers email doc type

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Posted on by Deborah Bergman

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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?

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Justin Sutton on at

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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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Don Wisch 660 on at

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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

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