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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Automatic vendor State...
Microsoft Dynamics AX (Archived)
Suggested Answer

Automatic vendor Statements

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Posted on by VENKAT6452 287

Hi there

I am trying to work on sending the automatic vendor statements on monthly basis.

We have approximately 1500 listed vendors.  I tested and tried creating a batch job for couple of  vendors which suppose to run on scheduled time every month, which is working fine, and vendors received the statements.

Issue: I would like to know if there is any way to run the batch job for all the 1500 vendors together, rather than creating a batch job for each vendor.

Please help.

Regards,

Venkat Vaddiraju

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  • VENKAT6452 Profile Picture
    VENKAT6452 287 on at

    Hi there

    Sorry I forgot to mention, currently we are on AX2009.

    Regards

    Venkat Vaddiraju

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Venkat,

    Can you let us know where - which form/menu item - and how you setup and started your Batch Job?

    Ludwig

  • VENKAT6452 Profile Picture
    VENKAT6452 287 on at

    Hi Ludwig Reinhard

    Thanks for your reply.

    BATCH JOB : Purchase ledger -> Reports -> Transactions -> Vendor -> Account statement.

    From there I am selecting Vendor account> Batch Job tab>recurrence

    With the above option I could able to create the batch job for each vendor.

    Please suggest how to create the batch job for all the vendors for sending the

    automatic vendor statements to be sent out to each individual vendor email id.

    Many thanks in advance

    Venkat

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Venkat,

    You can run the Batch Job as for any other report.

    If you select the parameter "new page" you will get 1500 individual account statement reports for all of your 1500 vendors.

    Vreport.png

    The major issue in AX2009 is sending those statements out automatically via Email. As far as I know this is not something that can be achieved in AX2009 out of the box and requires a system modification. You can probably take a look how the email/transmission functionalities have been changed in AX2012 (see e.g. https://technet.microsoft.com/en-us/library/gg724132.aspx).

    Hope this helps,

    Ludwig

  • VENKAT6452 Profile Picture
    VENKAT6452 287 on at

    Hi Ludwig

    Many thanks for your help.

    Thats what I thought as well.

    Can you explain me whether there will be any problem, if we create 1000 batch jobs to run at different timings?

    Regards

    Venkat

  • Suggested answer
    venkatesh vadlamani Profile Picture
    venkatesh vadlamani 3,180 on at

    Create two batch headers. Now in first batch run method initialize one report object for a vendor ,set the query with the range. Now each of these report objects is also a batch-able task.

    Have second batch header as empty batch header with recurrence and add above objects as run time tasks to this batch header. Set the print destination accordingly based on vendor data. Advantage of run time task is that context information will deleted once executed , you don't need to cleanup every single time

    Note : This is definitely possible with a customization in Ax 2012 by creating a printManagement report. I am not sure about using print management extensively in 2009 ,

  • VENKAT6452 Profile Picture
    VENKAT6452 287 on at

    Thanks Venkatesh

    But we are using AX2009. I tried all the options, but only option left is to create one batch job for each vendor for sending out an automated statement through email.

    Regards

    Venkat

  • venkatesh vadlamani Profile Picture
    venkatesh vadlamani 3,180 on at

    I hope CustAccountStatementExt is available in 2009.

    In Ax 6.0+ versions this is exact fit for your question only thing is its on customer side.

    All you need is to reciprocate on vendor side

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