Dynamics Community Forum Thread Details

Can anyone give any details about how to send email to customers with their open balance statement?

My company wants to set Dynamics AX 4.0 that any customer with a balance equal to or over $2500.00 and is past due by 30 days to send an email to them with the invoice. Can anyone either explain how to do this or give me a direction to research and resolve this task? I understand that there is some STMP work to do and also deals with Financials and maybe using AR --> Customer --> Balance and see what code is there, or the Transaction form. Sample logic or code I recieved is:

//checksum if order is oke.
salesTotals = SalesTotals::construct(salesTable, SalesUpdate::All);
salesTotals.calc();

        totalBalance = BBaytFunction::ConvertDecimalValue2Real(salesOrder.get_GrossAmount());
        salesTotal = salesTotals.totalBalance() + salesTotals.totalMarkup() + salesTotals.totalTaxAmount();
        totalBalanceDelta = totalBalance - salesTotal;
        if(totalBalanceDelta != 0)
        {
            Global::error(strfmt("SalesTotal mismatch on SalesId %1 Delta: %2 of Gross amount: %3", salesTable.SalesId, totalBalanceDelta, totalBalance));
        }

Now I am very new to this product and am trying to get a better understanding. Any additional assistance or guidance to any help on this matter would be greatly appreciated.

Thanks!

Hi,

Have your partner setup the smtp part in AX or look for a code sample on this forum on the stmp class. You can either use a .net component or a com component which should be installed on the client. In your case I would use the default smtp (but I actually do not know the status in AX if it can be used or that it is just a checkbox 'send electronically'.). If you would need to code I would code for the .net smtp setup since you can run it on the server, which you most likely want to do.

The report: in AR there is a report 'open balance' I think. There you can take out the code on the open balance of the cusomer or in the form AR -> Customer Details form.

I think you make live even easier by just sending out an email with a default subject and a default body in which you state the open balance of the customer and the date the balance is measure. That will save you form sending and building + attaching a report.

Also remind that you should be aware that you never should send > 1000 open balances at once since you might get detected as spam. In that case use Exchange or other 'queue' for processing slowly your emails.

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