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Finance | Project Operations, Human Resources, ...
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Email EFT Remittance

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Posted on by 434

I have been setting up EFT processing.  I got the file format setup and the bank is accepting that just fine.  I am now trying to get the ability to email the remittances setup.  I have had a ton of issues including the office 365 URL not going into the SY04920 table.  I had to manually enter it there.  We are using Office 365 as I mentioned and I set the system preferences to Exchange. I have a Mail Profile with a default set on the computer I'm running the Remittance process from and I'm making sure the Outlook client is open.

When I go to email, I keep getting "An Unknown Error Occurred" on the Exception report.  I have tried entering email addresses in both locations on the vendor address internet information window in case I was wrong on that.  I also initially tried creating the attachment as pdf since that is preferred but went back and set it to docx.  

I have looked at Jo's blog here: https://community.dynamics.com/gp/b/gplife/posts/jo-39-s-did-you-know-quot-there-are-multiple-tables-in-gp-containing-email-setup-and-use-information-quot-let-39-s-take-a-look and looked in each table.  I did notice the SY04910 table is empty but I guess that's because I never successfully sent an email?

What else can I try?  I don't have the link now but there was one article with this error but it didn't seem to apply.  Feel free to direct me to it again though.


Thank you

  • StefanieC Profile Picture
    434 on at
    RE: Email EFT Remittance

    I think I did every one of those except removing the message ID because I thought it was required.  I will try that first then go back and try the other things.  It will take me awhile because I do not have my own email on this environment so I have to stream with a user who does.

    Thank you!

  • Suggested answer
    Margi Jandro Profile Picture
    on at
    RE: Email EFT Remittance

    Hi Stefanie,

    The message “An Unknown Error Occurred” is a very generic message which can be caused by multiple things. Typically, the culprit has to do with the Email Setup, Message ID, or the Template you are using. Therefore, I suggest you start out with a very simple email set up.

    1. Switch to our standard report and template
      1. Go to Administration >> Setup >> System >> Alternate/Modified Forms and Reports
      2. Bring up the reports ID
      3. Product: All
      4. Type: Reports
      5. Series: Purchasing
      6. Expand Purchasing and Check Remittance
      7. Mark the Microsoft Dynamics GP form
      8. Save
      9. Go to Administration >> Reports >> Template Maintenance
      10. Bring up Check Remittance Original Template and make sure the Default template is set to email.
    1. If you have set up email messages, remove them.
      1. Go to Purchasing >> Cards >> Vendor >> E-Mail button and remove the Message ID
      2. Also go to Purchasing >> Setup >> E-mail Settings Remove the message ID and any Reply To email address entered.
      3. Enter a new invoice for the vendor, cut a check and test the email.

    Also, this is a great KB Article for you to reference when setting up EFT Email Remittance.

    https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/24/quick-step-guide-to-e-mail-pm-eft-remittances-in-mdgp-2015-2016

    I hope this information helps.

    Thank you,

    Margi Jandro

    Microsoft Support

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