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We have set up a second format for invoices using the Other Form (instead of the Blank Form). However, when we go to email the invoice, the option to Send Document in Email is grayed out when we choose the Other Form. Is the Blank Form really the only one we can email??
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I have a follow up question. Is the "blank" form the only form configured to allow email delivery in GP2013? We are currently using GP2010 and are interested in using the email function as well.
Thanks
Hi Kassie,
Please feel free to take a look at Liaison Messenger EDD, www.liaisonsc.com
Messenger EDD automates business form and report distribution. It uses your existing GP reports and allows you to use any report you choose - GP report writer, SSRS, or Crystal Reports. The end user selects either a batch or a single Invoice through your normal print process in Dynamics GP but now uses our Messenger EDD print driver and Messenger will then distribute the Invoices based on rules you set up at initial configuration.
For example, through the single print selection:
- Distribute Invoices to the customers preference (print, fax, or email) if email, it attaches a PDF
- Archive a copy to desired folder
- Print a hard copy to attach to other paperwork
- Attach a static attachment like terms and conditions or a marketing PDF
* PDF creation is included with the product.
Set up similar rules for Sales Orders, PO's, Statements or even shipping documents like Packing Slips, Picking Tickets, Bills of Lading and International docs.
Please reach me at tom@liaisonsc.com or 714.543.9877x201 if you have any questions or would like to view an on-line demonstration.
Best Regards,
Tom Nielsen
Liaison Software
714.543.9877x201
www.liaisonsc.com
Hello Kassie,
Mike is correct, the Blank form is the only form that allows the Send Document in Email. However a work around is to print the invoice to the screen and then in the Sales Document Print Options window select Invoices and Other Form. Then click the Print button and mark the Screen checkbox in the Report Destination window. Once the report comes up on the screen click the Send To button and then Mail Receipient (text). You can manually email it this way if you need to use the Other Form.
Thanks!
Best regards,
Dan Moore
Customer Online Technical Community
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Yes, the "Blank" form is the only form currently configured to allow email delivery using standard GP v2010 features. I know this is specifically true when using the Word Forms, but have not experimented doing this will standard Report Writer form options. I'm not sure if there is a work around for this yet.
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