web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

remittance advice by email, best solution?

(0) ShareShare
ReportReport
Posted on by

Hi all,

We have got the remittance advice running, but this only generates one pdf with one page each for each vendor, and so can only be printed and enveloped and posted.  Completely stupid waste of resources.

Obviously emailing each vendor automatically with their remittance would make far more sense.  Has anyone found a straightforward way to do this yet?

Does R3 offer any better options?  Any third party software to plug in to deal with this? or how much development work is required to make this happen?

Would be interested to know how other people are managing this basic requirement which is absent from AX.

thanks

*This post is locked for comments

I have the same question (0)
  • Brandon Wiese Profile Picture
    17,790 on at

    I'm also interested in this.  In about a month I expect this project on my plate.  I'll be developing something simple if nothing works out of the box.

    Generating the PDF's via X++ is pretty easy.  Sending e-mails from X++ is pretty easy.  Something custom shouldn't be that difficult or complicated.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    I saw customers making use of Word / document templates and developing a Batch Job that would sent the remittance advices out via email. This has the advantage that remittance advices can easily be reprinted once vendos call; something the AX standard cannot do.

    Hope it helps,

    Ludwig

  • Community Member Profile Picture
    on at

    Thanks Ludwig, yes the inability to print the remittance at any other time than when processing the payment is frustrating.

    Do you have any other guidance on how the batch job/word template option would work, do you still have to generate the document at the time of processing the BACs run?

    regards

    AXF

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello AXF,

    For the remittance advice we did not use the standard remittance advice but the template only.

    Basically, we did something like this: dynamicsax-fico.com/.../vendor-payment-advice created and used a Batch Job to generate and sent out the info to our vendors. I cannot tell you much details about the Batch Job and the related development behind as I am not a devloper. Nevertheless, I hope this info might help.

    All the best,  

    Ludwig

  • Community Member Profile Picture
    on at

    Thanks Ludwig that is great.  I will get someone more technical than me to take a look, thanks again,

    AXF

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 16

#2
Nagendra Varma K Profile Picture

Nagendra Varma K 4

#2
Harisgillani Profile Picture

Harisgillani 4

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans