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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Emailing Invoices
Microsoft Dynamics GP (Archived)

Emailing Invoices

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Posted on by Community Member Microsoft Employee

Hi All,

I'm currently working with GP 2010 v11.00.1914.

I'd like to have sales invoices configured for email delivery.  I have done the following:

1. Configured 'Company Email Setup' to send documents as attachments.

2.  Enabled E-mail for the Sales Series.

3.  Created the Message ID 'SALES INVOICE', assigned it to the Doc Type 'Sales Invoice' in the       'Sales' series.  Entered a custom Subject/Body with Invoice fields included (Customer Name, Due Date, etc)

4.  Enabled 'Sales Invoice' in 'Sales E-mail Setup' and assigned the new 'SALES INVOICE" message ID.

5.  Enabled 'Sales Invoice' in 'Customer Email Options' and assigned the 'SALES INVOICE' message ID, assigned 'PDF' to 'Format'.

Upon creating an invoice for email-configured customer, the 'Email Detail Entry' button is enabled.   When I view the Email Detail, the customer email address on file came over, and while the Message ID defaulted to my newly created 'SALES INVOICE' ID, my custom Subject/Message body did not. 

If I click the lookup for Message ID and re-select the 'SALES INVOICE' ID, i get a message that reads 'You must assign the selected message to the appropriate document type or to All as the series'.

I've confirmed that this Message ID was created for the 'Sales' series and Document Type 'Sales Invoice'.

In addition, what is the expected  when clicking the 'Send Document in Email' button on the right side of the top toolbar? Upon clicking it I am asked to specify a destination.  If I select Printer or Delivery System, I get no response of any kind.  It would be great for the email to be sent in the background with the specified Message ID, but I was under the impression that it would launch a new email in the local instance of Outlook.

I apologize for the wordy post, but the e-learning topic for emailing documents didn't seem to be too detailed.  Any assistance with the above, or the location on detailed email documentation would be greatly appreciated.  Thanks!

 

*This post is locked for comments

  • Cal Quigley Profile Picture
    Cal Quigley 50 on at
    RE: Emailing Invoices

    http://www.boyerassoc.com/blog/error-emailing-documents-in-microsoft-dynamics-gp-2010

    I did not get the error after completing the setup.  I received it after changing the reply to address for the message ID. 

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Emailing Invoices

    Try changing from the PDF format to the DOCX format

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Invoices

    Did you set up  or install the templates?  You may need to install/ set the  Word Templates.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Invoices

    We do not use Forms Printer, yet we get the same error when we click on the email icon on Sales Transaction Enquiry window. Only for some invoices though.

    We also face a problem where, occasionally the invoices get emailed without a body. Picks the message ID correctly but does not populate the body from the message.

  • Suggested answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at
    RE: Emailing Invoices

    Forms Printer uses a different message setup. For the Forms Printer email configuration (this is standard GP's setup window), go to Administration > Setup > Company > Forms Printer. You will need to select the proper form and under this you will see 3 options, File, Print, and Email. You will be able to configure email Message ID's from this window to be used with the Forms Printer product. If you have any other issues, continue to follow-up and I'll respond as soon as possible.

  • olegvi Profile Picture
    olegvi 769 on at
    RE: Emailing Invoices

    We have the same issue. Does anybody know how to fix that?

  • Maksim Mukha Profile Picture
    Maksim Mukha 125 on at
    Re: Emailing Invoices

    Hi, we are having the same issue

    "If I click the lookup for Message ID and re-select the 'SALES INVOICE' ID, I get a message that reads 'You must assign the selected message to the appropriate document type or to All as the series'."

    Everything seems to be set up right but when I click on teh Sales E-mail Detail Entry, we get the error. What might be missing in our setup??

     

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Emailing Invoices

    Thank you for the reply Mike.  My organization is indeed using Accountable's Forms Printer.  I was not aware of this until now.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at
    Re: Emailing Invoices

    If you are seeing "Printer or Delivery System" as an option, your organization is likely using Accountable's Forms Printer product (it adds the "Delivery System option).  Is this the case?  If so, you have several options for delivering documents through email.  Determine if Forms Printer is implemented and if the organization wishes to use GP's or Forms Printer's functionality behind emailing as this will dictate the setup.

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