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I have been trying to email sales invoice in a batch but I have not been able to get it to work correctly. The batch will run, the invoice will post, but the invoice is not emailed.
I have followed all of the steps from this post. https://cloudblogs.microsoft.com/dynamics365/no-audience/2013/02/05/emailing-customer-invoices-from-a-batch/
Any help is appreciated.
notes:
-SMTP work fine and i could send email from AX alert rules
- i use office365 for emailing
- my version AX2012 R3
Hi André
Thank you for your help,
i found the following link that helped me, it says that it is a bug and there is a workaround that i have to fill the CC mail with a real Mail and do not leave it empty.
community.dynamics.com/.../ssrs-reports-won-39-t-email-as-attachment-in-batch
Hi Meromuch,
The screenshots are clear. Can you confirm the invoice batch job did end? Or is it still in Executing state?
Also one screenshot is showing a warning about not valid report destinations. Can you check from the order if the settings are set to email? Otherwise, is there someone available in your organization to debug this scenario to see where this warning comes from? It might be the culprit.
Can you share a screenshot of the Print management setup?
Hi André
thanks for your replay , no records are found in the email sending status form ,,when i tried AX alert rules I found email in that form and the mail is sent, I have done all steps in this link cloudblogs.microsoft.com/.../
- Configure a Batch Group for the email batches
-Configure Print Management to email Invoices
Navigate to Accounts Receivable – Setup – Forms – Form Setup
On the Form setup page click on the Print management button
Click on the “+” sign Expand Customer invoice
Select Original <Default>
Click the arrow on the Destination field and select Printer setup
Click the Save in print archive checkbox
Click E-mail, and in the To: field enter the email address
In the Subject field enter a subject
- Configure Customer setup for email
Navigate to Accounts Receivable – Common – Customers – All Customers
Select Customer and click on the Edit button
Click on the General tab
Click Print management
Click on the “+” sign Expand Customer invoice
Right click on Original and choose override
Click the arrow on the Destination field and
select Printer setup
Click the Save in print archive checkbox
Click E-mail, and in the To: field enter the email address
In the Subject field enter a subject
Select file format of the attachment
-Create batch to email Customer invoices (test)
Navigate to Accounts Receivable – Common – Sales orders – All sales orders
On the Sales order tab, in the New section click on Sales order
On the Create Sales Order window select the customer from the Customer account drop down menu and then click on the OK
button
On the Sales Order window enter an Item number in the Item number field and tab off of the Item number field
Click on the Invoice tab and in the Generate area click on Invoice (Click the F5 button refresh the screen if the Invoice
button is grayed out )
Select the Quantity drop down menu and select All
Mark the Print invoice and User print management destination checkboxes
Click on the Batch button in the lower right corner of the Point invoice window
On the Batch processing window mark the Batch processing checkbox
In the match group drop down menu select the Batch group for emailing batch documents
Click on the Recurrence button and configure when the batch should run and click on the OK button
Click the OK button on the Batch Processing Window
Click the OK button on the Posting Invoice Window
When the Posting Invoice closing Window closes a message that says: Some print management report destination are not valid for
batch processing. Do you want to continue? Click on the Yes button.
An Infolog window should appear with the message: The Order invoice job is added to the batch queue. Click on the Close button.
When the batch runs, the email should send.
please advice if any step may be missed,,and i have seen a post says when using office 365 you must customize code to support SSL security which is not standard in AX
Hi Meromuch,
Can you check if there are records inserted in the email sending status form? If not recheck if the Print management setup is correct.
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