When exporting electronic payments from the Payment Journal, there is an Output Method option of Email. What are the required setups to e-mail the Remittance Advice? I successfully setup the SMTP Mail Setup and added e-mail addresses to the Vendor Cards.
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I found that my issue was that I didn't finish the setup on the Vendor. The required setups in order to send vendor remittances via email when exporting electronic payments are:
1. Go to Report Selections Purchase - (Departments/Purchase/Order Processing/Setup). Choose the following:
Usage: Vendor Remittance
Report ID: 11383
2. Go to the Vendor Card for the vendor in question, on the Ribbon click the Navigate tab, then 'Document Layouts' in the Vendor Group. Verify the following is set:
Usage: Vendor Remittance
Report ID: 11383
Send To Email: Populate accordingly
3. Verify the SMTP Mail Setup is populated with the customer's SMTP server info. You can reference the following MSDN article for proper setup:
https://msdn.microsoft.com/en-us/library/dn951539(v=nav.90).aspx
After these three setups are in place, when you Export an Electronic Payment and select the Output Method of 'Email', an email should be created with the remittance.
Hello Binesh,
I did all of the required configuration and I am able to export the ACH file. My problem is with e-mailing the Remittance Advice report. When I select Export in the Payment Journal, in the Export Electronic Payments window I choose the Output Method of Email. When I select OK, I don't receive an error, but the Remittance Advice is not e-mailed. I entered an e-mail address on the Vendor Card for the vendor that is receiving payment. I am not sure if I am missing additional setups?
Thanks,
Sam
Hello sbuczek,
You have to also setup Bank Account, see the reference
Using Microsoft Dynamics NAV for Electronic Payment (ACH) Transactions
If you did all required configure, then Open Payment journal, suggest Vendor Payments -> Export
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