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how to Email posted sales transactions?

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Posted on by nihad

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Hello everyone

for some reason I can't email out sales posted transactions, it's rather strange because it works for unposted transactions

any idea what might be causing this?

Thanks

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Microsoft Dynamics GP

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Justin Sutton Microsoft Employee on at

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Hello Nihad,

Sales transactions have the email accounts assigned when they are created, you will want to open a few of the ones you are attempting to email and make sure they have email accounts.

Outside of that, the document that would email is different based on if it is historical or not. You will want to confirm that this historical document is using the default Report Writer report. If that works, then the issue likely has to do with the modified report.

I recommend going through the "0 Documents Sent" part of the Dynamics GP Email Troubleshooting guide found here:

community.dynamics.com/.../dynamics-gp-email-troubleshooting-guide-1743830067

Thanks!

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nihad 182 on at

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Hi Justin

Thanks for your reply it looks like the historical document works fine therefore the issue with Modified report

How can I tell what is the issue in the modified report?

Thanks

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Justin Sutton Microsoft Employee on at

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Hello Nihad,

The troubleshooting guide has more information regarding possible causes, but the most common is missing bookmarks:

https://community.dynamics.com/gp/b/dynamicsgp/posts/what-are-bookmarks-and-how-are-they-used-in-microsoft-dynamics-gp-s-word-templates

Let me know if you have any further questions!

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nihad 182 on at

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Thanks Justin

at the moment the SOP report looks like this, am totally new to this but I think it's missing footer bookmark

also should the header bookmark be in the left hand side of the page

I can send a copy of the template if needed

Kind regards

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Justin Sutton Microsoft Employee on at

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Hello Nihad,

The article I linked to is going to be your best bet. I do agree the bookmarks look off.

If you need more specific help, then you will need to open a support case.

Thanks!

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