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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / GP 18.3.1245 - About S...
Finance | Project Operations, Human Resources, ...
Suggested Answer

GP 18.3.1245 - About Send Attachments to Send in Email

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Posted on by TP-11040155-0 16
Hello,
I'm a bit stuck.
I've set up the email functionality, but I'm facing an issue when sending an SOP Invoice Email with multiple attachments.
The email is delivered with the Invoice PDF attached, but the additional attachments don’t come through, even though they were selected to be included in the document.
I've been searching for similar issues but haven’t found anything. Have any of your other customers experienced problems with emailing multiple attachments through the GP function?
What we are receiving in the sent email with only one attached. No additional attachments are included.

MFA is set up and sending emails.
Thanks,

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

    This is a known issue in Dynamics GP 18.3.1245 when emailing SOP documents with multiple attachments — only the main document (e.g., Invoice PDF) is sent, while additional attachments are ignored, even if selected.
    Solution:
    Install the latest GP hotfix or year-end update (ideally GP October 2021 Patch or later, which includes a fix for this attachment issue). This update resolves the problem with missing attachments in SOP emails.
    Workaround (if update isn’t possible immediately):

    1. Use Word Template functionality with Email Options configured to include additional attachments.
    2. Or manually attach additional files via Outlook if using MAPI.
  • TP-11040155-0 Profile Picture
    TP-11040155-0 16 on at
    Thank you Saif.
     
    Just one more question. Can you please elaborate on the first option of the workaround:
     

    Workaround (if update isn’t possible immediately):

    1. Use Word Template functionality with Email Options configured to include additional attachments.
     
    I am not truly understanding this workaround. Is this done in the word template itself. If so, were would this functionality be in the Word Template.
     
    Thanks,
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at
    Great question — and you're not alone. This workaround can be a bit confusing at first.
    Clarification on Workaround: Word Template Functionality with Email Options
    This workaround is not configured directly in the Word Template file itself (i.e., not within Word). Instead, it's configured within Dynamics GP, where you set up the template and email options to include additional attachments.
    Steps to Include Additional Attachments Using Word Template Email Functionality:
    1. Enable Word Templates:
      • Go to Microsoft Dynamics GP > Tools > Setup > Company > E-mail Settings.
      • Ensure that Enable Word Templates for all Supported Forms is checked.
    2. Assign the Word Template to the SOP Invoice:
      • Go to Reports > Template Maintenance.
      • Choose Sales > SOP Blank Invoice Form (or your custom form).
      • Assign this template to the customer or company as needed using Assign button.
    3. Configure Customer Email Settings to Allow Additional Attachments:
      • Go to Sales > Cards > Customer.
      • Open the customer and click E-mail button at the bottom.
      • In the E-mail Settings window:
        • Ensure Send Documents As: Word Template is selected.
        • Enable the checkbox: Allow Additional Attachments.
    4. Attach the Additional Files to the Invoice in the Transaction Entry Window:
      • In SOP Entry, click the Attach button (paperclip icon).
      • Attach your additional files here.
      • These attachments should now be picked up when the invoice is emailed.
    Important Notes:
    • This works only when the document is emailed using the Word Template format.
    • The email functionality must use the Exchange server or SMTP (not MAPI) for this to consistently work.
    Let me know if you'd like a visual walk-through or assistance confirming your setup matches this configuration.

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