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Attempt to E-mail Customer Statements yields "No Data Exists for the Specified Report Filters". If the Report Output is set to Print, the Statement will Print. This only occurs if we set the Report Output to E-mail. The customer(s) we have tried to e-mail, all have an e-mail in their Item Card and we are able to E-mail Invoices and other documents. Does anyone have a solution?
Hello,
There are a couple of steps to take here.
1. configure SMTP Server (search for SMTP Mail Setup)
2. test SMTP by sending a test message
3. search for Custom Report Layouts
4. click New and then in Insert Build-in Layout for:
=> Report ID: 116
=> Insert Word Layout: check
=> OK
NOTE: here you can also import and change the layout so that it meets your business requirements!
5. search for Report Selection Sales
Here ensure the following is configured:
- Usage: Customer Statement
- Report ID 116
- Use for Email Body
- Use for Email Attachment
- double click on field Email Body Layout
- OK
- in Report Selection Sales, press ESC
Result: A layout is selected, typically called New Layout.
6. search for Customers, Edit one of the customers (use one that has <> 0 in Total Sales to avoid the report being empty)
7. select Navigate, Document Layouts
Here ensure the following is configured:
- Usage: Customer Statement
- Report ID: 116
- Custom Layout Description: New Layout
- Send to mail: type in the wanted mail address
- Use for Email Body: checked
- Email Body Layout Description: New Layout (or the custom name earlier created)
8. OK
Now you should be able to send an E-mail with a statement after selecting Report, Statement.
Thanks.
Make sure that you have the correct report selected in Report Selections - Purchase (usage = Vendor Remittance). I received the same error message and then I replaced the report that was in there with report 10083 and my email started working again.
We get the same issue on our testing too, both on Sandbox and live environment. If you or anyone else finds a solution it'd be ideal!
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André Arnaud de Cal...
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