How to automatically Email invoices to client

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Hello everyone out there in AX Land. I started utilizing Dynamics AX 2012 almost two months ago thus I am fairly new to the product. Any feedback is greatly appreciated.

In order to email invoices to a client, we have to manually set up the email before printing. It does not auto populate. What are others implementing as a solution?

Keep in mind we have clients with multiple contacts and we operate at the project level.

Thanks in advance

Andrea

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mm123 2,535 on at

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Andrea,

We are working on a similar request for our client with below custom solution approcahes:

. We can auto populate the email id from the Customer MasterContact Informationemail id

a User needs to select the Invoice and needs to set the destination as “E-mail”, Customer Primary Email Id and other contact mail id’s, get defaulted in the MS Outlook

We can auto populate the email id from the Customer MasterContact InformationPrimary email id

a. User needs to select the Invoice, during Invoice printing, Invoice report gets saved as “PDF” temporarily, Customer Email Id’s gets defaulted along with PDF attachment in the MS Outlook.

Please drop an email to learn more

MV

nj.tech@hotmail.com

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Community Member on at

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Thanks for the feedback. It is greatly appreciated. I will contact you to learn more.

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Hello MV

Please can suggest how you have accomplished this. We have a similar requirement. Also do you know if you were able to use email templates in the above solution.

Thank you

SB

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venkatesh vadlamani 3,180 on at

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Hi Andrea,

Please ask your developer to customize the report's controller class to pick customer primary email contact (email contacts is location or secondary email contact etc )and use it to auto populate in the controller while overriding the print setting.

If you want this to go without intervention from user after clicking the report generation button, you might need to customize the class SRSReportRunMailer, to always use the SYSMailer which send the mail through SMPT relay server using an generic from address like 'MYAXProdAdmin@myDomain.com' .

If the second part is not done , you might end up to setup office addins and outlook on every client machine where report is to be sent and the from address will always be the AD user who is generating the report.

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Brandon Wiese 17,788 on at

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I have done this before as well in earlier version of AX, and it is a project I will be working on in the next week or two in AX 2012.

I prefer to use the Exchange Web Services API to submit the e-mails through Exchange when present. This allows the e-mails to appear in the user's Outbox and the user is automatically the message sender, but is fast, lightweight, and since it does not require Outlook there are no annoying security warnings to combat. This lack of Outlook is also a plus in RemoteApp deployments where setting up Outlook on the Remote Desktop server is either difficult or not an option.

While this does not directly answer your question, if you decide to customize your own solution, and happen to use Exchange, I would seriously consider the Exchange WS API. I can even include some code samples that might save you some development time and learning curve.

Good luck!

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Creating a customization is not needed in this way. Standard AX provides for emailing invoices since earlier versions. See this blog: blogs.msdn.com/.../emailing-customer-invoices-from-a-batch.aspx.

Maintaining the print management is a bit nasty; you can consider to have a modification to make this more user friendly.

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venkatesh vadlamani 3,180 on at

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say suppose you have 100 customers which is anyways very low number ,setting up 100 time print mgmt for each document for a customer is very laborious. I feel customizing to pick the mail id from DipartyContacts or location specific contact will be easier.

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Venkatesh,

You are right about the labor. That was my conclusion in the last sentence as well. From the customer form you can automate filling the print management. E.g. a tick box "Send invoice by mail" would fill or reset the customer specific print settings. Then you take advantage of the already existing business logic.

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ahmzu2 50 on at

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Good day.

I want to implement the mail to automatically send customer invoice to the different mails

Please I would like to see your work around

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venkatesh vadlamani 3,180 on at

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In the controller class of the report you want to send through email, please set the print destinations.

Customize the srsreportrunmailer class to pick default mailer.

SMTP setting to be done on the AX as well as the Reporting aos to allow mail to be sent from the server.

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