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Answered

Email batch customer statements

Posted on by Microsoft Employee

Hi all,

I would like to email statments to individuals using batch processing. I have gone to: Accounts Receivables>Reports>External>Customer account statement. I have selected the customer group and set the destination to email and output as PDF.

Now this is my problem. When its sending the statements, its getting data for all customers of the selected group in one statement and sending the same to all individuals.

I hoped it would filter the data per AccountNum and send the statements based on that.

Please advice.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email batch customer statements

    I used reference from : community.dynamics.com/.../ax2012-cu7-enhancement-ability-to-email-reports-to-specific-people-by-using-tokens

    and works perfectly in batch job.  Except when an account is missing the correct Purpose, the job fails/aborts instead of ignoring error; and therefore the rest of the accounts are not processed.  I appreciate any help you can provide.  Thanks, Richard

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email batch customer statements

    Ok, thank you

  • Suggested answer
    syed baber Profile Picture
    syed baber 11,625 on at
    RE: Email batch customer statements

    Hi Robert,

    How you uploaded your customers information in AX? You can easily import customer's address information (like postal address and electronic addresseses such as emails, telephone numbers etc) in AX using DIXF.

    Please let me know if you need further help in this regard.

    Thanks,

    Baber.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email batch customer statements

    Hi Baber,

    I have over 400,000 customers. How can I make the process of setting up the email addresses easier?

  • syed baber Profile Picture
    syed baber 11,625 on at
    RE: Email batch customer statements

    Hi Fredrik,

    We can use print management to email customer statements as well. The external account statement report dialog has a checkbox 'use print management' which does use print management destination settings when selected.

    Thanks,

    Baber.

  • Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at
    RE: Email batch customer statements

    Hi Baber.

    Doesn't print management only work for documents (invoice, packing slip+++) and not reports in general? I think it has to do with the SSRS report having to be of a customer/vendor/order specific origin. Reports are not...

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Email batch customer statements

    Thanks Fredrik and Baber for your responses. Let me try the options you are both suggesting and revert...

  • Verified answer
    syed baber Profile Picture
    syed baber 11,625 on at
    RE: Email batch customer statements

    Hi Robert,

    Why you are not using print management? If you are on AX 2012 R3, you can send customer statements based on the purpose defined on customer master form. See the below link which describes this process:

    community.dynamics.com/.../ax2012-cu7-enhancement-ability-to-email-reports-to-specific-people-by-using-tokens

    Please verify and let me know if you have further queries.

    Thanks,

    Baber.

  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at
    RE: Email batch customer statements

    You can however automate the process in SSRS...

    Use the reporting tools to create a scheduled report. Choose your filter (by customer) and delivery method (email).

  • Suggested answer
    Fredrik Sætre Profile Picture
    Fredrik Sætre 12,644 on at
    RE: Email batch customer statements

    In the section to the right in the report the selection dialogue you can select a customer accout.

    Click select and fill inn the customer account you want to see in your report

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