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Microsoft Dynamics GP (Archived)

Sending emails of invoices or document attachments.

Posted on 29 Apr 2015 14:58:22 by Microsoft Employee

Do you have to have Enable Report Templates check in or to use this functionality in gp2013?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on 08 Jan 2016 at 20:20:27
    RE: Sending emails of invoices or document attachments.

    Hi Larry, Liaison Messenger EDD can do this. Messenger specializes in automated batch emailing and faxing WITH attachments.  You can create rules to dynamically attach supporting files to invoices, PO's, even Statements. For example Messenger can automatically attach every outstanding invoice to an AR Statement and batch email to all customers with a balance.   www.liaisonsc.com

    Please fee free to contact us (800) 811-4618 x201

    Jeff Evenson

    Liaison Software Corp

  • Community Member Profile Picture
    Community Member Microsoft Employee on 30 Oct 2015 at 20:24:33
    RE: Sending emails of invoices or document attachments.

    Is there a way to send standard report as PDF file via email?

    I don't have Adobe PDF writer installed.

    Thanks,

    Huan

  • Community Member Profile Picture
    Community Member Microsoft Employee on 09 Jun 2015 at 14:52:20
    RE: Sending emails of invoices or document attachments.

    I'm running into a problem again trying to test sending invoices.  When I click the paper clip it says

    The company GP2013 Test <TEST> does not allow sending documents as attachments

    I have the allow document attachments checked also

  • Community Member Profile Picture
    Community Member Microsoft Employee on 01 May 2015 at 21:01:31
    RE: Sending emails of invoices or document attachments.

    We have the templates but I can't seem to get them to email.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on 01 May 2015 at 20:39:04
    RE: Sending emails of invoices or document attachments.

    The standard Report Writer forms can only be attached using the HTM/HTML format (maybe XPS, but haven't tried this). The other formats are reserved for the Word Form Templates. If the team wants to leverage the full functionality, the conversion to Word Form Templates is needed from what I have been able to determine.

  • Community Member Profile Picture
    Community Member Microsoft Employee on 30 Apr 2015 at 17:28:33
    RE: Sending emails of invoices or document attachments.

    I've taken a screen shot copied it to word and tried to paste from there also.  Not sure what is going on.

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on 30 Apr 2015 at 16:43:49
    RE: Sending emails of invoices or document attachments.

    Just a note on the screen shot - you have to have it smaller than (i think) 48KB, you have to chose "Use Rich Formatting"

    Hope this helps with the pasting - interesting thread - I am following as I am interested in the result - I have not got a solution to this.

  • Community Member Profile Picture
    Community Member Microsoft Employee on 30 Apr 2015 at 16:38:20
    RE: Sending emails of invoices or document attachments.

    I can do it that way, but I am trying to email the new way.  It doesn't matter if I choose templates or standard.  On the Sales Document Print Options Window, on the top left it says Destination and I can choose Send Document in E-mail.  When I choose that and click print, I able to choose standard or template.  If I choose either, it says processing templates but I never get an email.  I look at the dex.sql log and the message I sent over is what I get.

    Not sure why I can't paste the window on here.

  • Suggested answer
    iruser2 Profile Picture
    iruser2 2,046 on 30 Apr 2015 at 16:22:17
    RE: Sending emails of invoices or document attachments.

    Hi Larry

    If you don't use the Word templates, i.e. you are using the standard report writer version of the report and you want to email you could go back to how GP used to do it (and still can);

    Adobe pdf writer installed on workstation that will email

    Print report in question to screen

    Click send to

    Choose mail recipient (PDF)  The text file selection will be exactly that, a text file no formatting and ugly.

    5305.Capture.PNG

  • Community Member Profile Picture
    Community Member Microsoft Employee on 30 Apr 2015 at 15:56:28
    RE: Sending emails of invoices or document attachments.

    Yes the record is there, but i'm sure the record is suppose to be there, not sure what this has to do with the email invoice functionality.

                         

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