RM statements being attached as txt files instead of PDF

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Posted on by Jameson Anyong

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Hi,

I am running into an issue with a company in Dynamics GP 2013 that sends out RM statements as text files instead of PDF. The test company running on the same machine will send out PDF statements fine.

They are not using the template function, statements are set up to send out the standard RM way through the Options button in the Customer card rather than using the email button.

Has anyone run into anything like this before? Is there any setting which tells GP to use a text file when sending out RM statements? I have checked the security settings and the user has the same settings in the live and the test company, but the behavior is still different.

Your thoughts are appreciated.

Thanks!

Jameson

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Answers (1)

Mick Egan 3,561 on at

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RE: RM statements being attached as txt files instead of PDF

Pam,

Just a slight update to your code, as we came across the situation where the Customer ID and Vendor ID were the same, and the Vendor ID was already in the SY04904 Table, this may assist where the Statement still sends as a text document, by adding the EmailSeriesID = 3 filter.

INSERT INTO [SY04904]

([EmailDictionaryID]

,[EmailSeriesID]

,[EmailCardID]

,[EmailAllowEmbedding]

,[EmailAllowAttachments]

,[AllowMultipleAtt]

,[EmailSetFileSize]

,[EmailMaxFileSize])

SELECT DISTINCT

0

,3

,CUSTNMBR

,0

,1

,1

,0

,0

from RM00106 where RM00106.CUSTNMBR not in( SELECT EmailCardID from SY04904 where EmailSeriesID = 3)
Community Member on at

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RE: RM statements being attached as txt files instead of PDF

Hi Jameson,

Did you resolve your issue from the answers below. I have tried them all and do not seem to have solved all of the customers. I have added them from RM00106 to SY04904. I have made them allow multiple attachments. I have no differences in the tables of 2 customers but one is produced as a TXT file and the other works correctly as a PDF. We are using the standard RM statement emailing as you are.

Any advice would be welcomed.
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RODRIGO AGUILAR 5 on at

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RE: RM statements being attached as txt files instead of PDF

Hi,

I was having the same issue...everything was working perfect with GP10 but when I updated to GP 2013 the statements were being sent as txt instead of pdf...

I was able to resolve the situation by selecting the option "Multiple Attachments per E-mail" on Customer Maintenance, E-mail:

This option needs to be selected for each customer that e-mail statements will be sent to...
Sheilajr 745 on at

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RE: RM statements being attached as txt files instead of PDF

Karen - I followed Pam's instructions and this fixed our issue and statements are now being sent as PDF and not text files.

Sheila
Community Member on at

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RE: RM statements being attached as txt files instead of PDF

Hi there,

Did you ever solve your problem? We are running GP statements for the first time and they are sending as txt and not pdf.

Thanks.

Karen
Sheilajr 745 on at

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RE: RM statements being attached as txt files instead of PDF

Thank you Pam Robertson for this answer. This solved my issues. A lot better than manually touching hundreds of customer cards.
mebenz 3,815 on at

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RE: RM statements being attached as txt files instead of PDF

We resolved this issue by updating the RM00106 table with missing records but still each month customers are getting txt files emailed. These are brand new customers created within Dynamics so why aren't these customers being added into the RM00106 table when emailing statements does not use this table? Why do we have to click on a window to insert a record into a table when we do NOT use the email button to send our statements (we use options > Email statements checkbox)?
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Pam Robertson 4 on at

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RE: RM statements being attached as txt files instead of PDF

Here is the SQL script that we used to insert the records into the SY04904 from the RM00106, and that fixed it for us. Hope it helps someone else, but check out the settings to be sure they match the options you want:

INSERT INTO [SY04904]

([EmailDictionaryID]

,[EmailSeriesID]

,[EmailCardID]

,[EmailAllowEmbedding]

,[EmailAllowAttachments]

,[AllowMultipleAtt]

,[EmailSetFileSize]

,[EmailMaxFileSize])

SELECT DISTINCT

0

,3

,CUSTNMBR

,0

,1

,1

,0

,0

from RM00106 where RM00106.CUSTNMBR not in( SELECT EmailCardID from SY04904)
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AESmithBL 30 on at

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RE: RM statements being attached as txt files instead of PDF

The problem seemed be caused by a new setting introduced by GP2013.

Investigation indicates this is due to record missing in table SY04904 (I believe this is new to version GP2013?).

I notice a record like below need to be created for the statement go out as PDF. Any customer missing a record as below in this table seem to send statement as TXT format attachment.

I also notice that by getting to the ‘Customer Email Option Window’ via Debtor Maintenance Window, ‘Email’ button, even I made no selection , as long as I get in the window, a record in table SY0494 similar to above mentioned for selected customer got created.

Our solution is to insert records according to data in RM00106 excluding what is already exist in SY04904.

Tested resending statement after inserting the records. All fine now

From Brenda at AE Smith
Community Member on at

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RE: RM statements being attached as txt files instead of PDF

I have a client with the exact same issue. Statements were emailing fine in 2010 but after the upgrade to 2013 they only send in txt. They print normally to the screen and can be sent out from there in pdf but when emailed directly they only go out in txt.