Do you have to have Enable Report Templates check in or to use this functionality in gp2013?
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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, 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
Is there a way to send standard report as PDF file via email?
I don't have Adobe PDF writer installed.
Thanks,
Huan
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
We have the templates but I can't seem to get them to email.
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.
I've taken a screen shot copied it to word and tried to paste from there also. Not sure what is going on.
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.
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.
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.
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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