Do you have to have Enable Report Templates check in or to use this functionality in gp2013?
*This post is locked for comments
Hi Larry,
Yes, Enable the default templates from the Templates Configuration manager. In order to send emails of invoice, you should configure Email Setup for Sales/Purchase series.
In addition, enable the document attachment functionality to attach individual documents to master/transaction level records.
Refer the below links:
www.cargas.com/how-to-setup-document-attachment-with-e-mail-in-microsoft-dynamics-gp-2013-r2
blog.encorebusiness.com/dynamics-gp-document-attach-feature
So this has nothing to do with it?
Enable Report Templates
If you are planning to use the GP standard report templates (Word Documents). Enable them using the Reports>> Templates Configuration and mark them all or select any particular report you may want to use.
Yes, you need to enable the reporting Templates. GP Word Template Reports it has the capability to send the report via e-mail to customers or vendors directly from Dynamics GP.
With this feature, users can quickly and easily e-mail single documents, batches of documents, and/or multiple documents from a list within Dynamics GP 2010.
This works mainly with the Purchasing and Sales Series where you can send the templates to your vendors/customers
If we don't want to use the templates at this time and we want to send out invoices via PDF can we not enable and will the functionality still work?
I have this set up and when I choose standard form to print it acts as if it will send the email but nothing happens. I was able to get the statement emailed without problems but I can get the sales to send an email.
The document attachment functionality can be used to attach PDF documents and these attachments can be emailed. Have you configured the Sales Email Settings? Can you post some screenshots?
I tried posting a screen shot but its not letting me.
I have a dex.sql log running when I choose the send document in email and try to send a standard form. I see this in the log
Violation of PRIMARY KEY constraint 'PKSOP10100'. Cannot insert duplicate key in object 'dbo.SOP10100'. The duplicate key value is (AG14030816 , 3)
In order to attach screenshots use the rich formatting option. The error it says already a record exists in the SOP10100 table. Are you familiar with SQL? If so, try to do a select statement (Select * from SOP10100 Where SOPNUMBE = 'AG14030816' ) on the SOP10100. I believe, the "AG14030816" is the SOP Number and "3" is the SOP Type.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
