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Hi
We are trying to send out customer statements from GP13. The emails are going out but the attached statements are in a word format, not pdf.
What do we need to generate in a pdf format.
Thank you
Donna C
Hi Donna,
Thank you for using Dynamics GP Communities.
When you are using the e-mail functionality and e-mailing out customer statements, you first need to specify which document types you would like to e-mail out. Then, for each individual customer, you can select the appropriate file format to sent out.
First, you will want to ensure the PDF file format is allowed. You can do this by going to Microsoft Dynamics GP > Tools > Setup > Company > E-mail Settings.
Once PDF has been setup as an allowable format, then you can assign the .pdf format to the customers for customer statements. Go to Cards > Sales > Customer. Select the appropriate customer and then click the E-mail button at the bottom of the window. Now, select the .pdf format option for customer statements.
Depending upon what version of GP you are on, there are minimum Microsoft Word version requirement that need to be met in order to generate to .pdf. This information can be found by clicking the F1 (Help) button and then selecting the 'Fields' option at the top from either the Customer E-mail Options or Company E-mail Setup windows.
I hope this information helps.
Thank you,
Janelle
Microsoft Support
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