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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Community Member on at

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RE: How to automatically Email invoices to client in AX 2012

Use print management and set default to print the invoice. Override the default at the customer level to email the invoice for your intl customers.

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venkatesh vadlamani 3,180 on at

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RE: How to automatically Email invoices to client in AX 2012

May be just do the print management setup for the documents only at customer level

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RE: How to automatically Email invoices to client in AX 2012

Hi All,

In the Requirement not all the customers want the Invoice to be emailed, it is only for handfull of customers, what could be the right way to approach it and all the customers are international (is that makes any difference)

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RE: How to automatically Email invoices to client in AX 2012

Liaison Messenger EDD enhances AX to do just that. Messenger can also be used to automatically attach supporting documents as well.

www.liaisonsc.com

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Jacques.Kruger 5 on at

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RE: How to automatically Email invoices to client in AX 2012

I use tokens with sending customer account statements and this works very well. What I cannot get to work with customer account statements is selecting an appropriate email template when using a batch to send the emails. The email always comes up blank. Does anyone know what I may be doing wrong?

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André Arnaud de Cal... 298,609 Super User 2025 Season 2 on at

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RE: How to automatically Email invoices to client in AX 2012

Dear all,

Please note that AX 2012 R2 with CU7 now also caters for the use of tokens within print management. It is now much easier to use this functionality.

technet.microsoft.com/.../dn527164.aspx

technet.microsoft.com/.../dn527264.aspx

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Community Member on at

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RE: How to automatically Email invoices to client in AX 2012

I agree with Andre. Print management provides the framework to handle this requirement. A customization could be considered for the ease of setup of print management.

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venkatesh vadlamani 3,180 on at

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RE: How to automatically Email invoices to client in AX 2012

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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ahmzu2 50 on at

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RE: How to automatically Email invoices to client in AX 2012

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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André Arnaud de Cal... 298,609 Super User 2025 Season 2 on at

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RE: How to automatically Email invoices to client in AX 2012

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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