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Microsoft Dynamics GP (Archived)

Emailing Statements grayed out

Posted on by Microsoft Employee

When we try to email statements the email options button is grayed out.  Can someone give me some advice on this.

Thanks 

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  • Suggested answer
    Lyn Barr Profile Picture
    Lyn Barr on at
    RE: Emailing Statements grayed out

    I think of this in terms of the "old way" and the "new way" of emailing. Historically in GP, the ability to email statements came before the ability to email everything else. You can configure statement emailing in one way or the other, but not via both methods. When your system is configured in the "old way," the Email Options button is available but the Email button at the top of the screen is not. When your system is configured in the "new way" the Email button is available but the Email Options is not.

    The "old way" is when you go into Customer Maintenance, click Options, and mark the "send email statements" checkbox. 

    The "new way" is when you set up statement emailing options via Microsoft Dynamics GP >> Tools >> Setup >> Company >> Email Settings >> click the Sales Series hyperlink >> mark the checkbox to send Customer Statements & select an Email Message ID.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Statements grayed out

    Hi, can I know is this resolved? I got the same issue as well.

    thanks.

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Emailing Statements grayed out

    What version of MS Outlook are you using?  I believe that GP can only use 32-bit MS Office.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Statements grayed out

    I unchecked everything. That ungrays the email options box, but then the option email box at the tops disappears and I don't have the email option any more

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Statements grayed out

    You may want to check out this KB as well. KB2884548.

    Here is a snip from the KB.

    Navigate to Tools under Microsoft Dynamics GP, point to Setup, point to Company and click Email Settings. Click on the Sales Series. (You may be prompted to enter your network password.) Review if the checkbox for Customer Statement is marked or not.

    I believe in your circumstance, you would want this checkbox unmarked.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Statements grayed out

    Yes all that is checked.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Emailing Statements grayed out

    I am assuming you are attempting to email customer statements?

    If so, have you verified on the customer card options window that the 'Send e-mail statements' check box is selected? And an email has been added.

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