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Microsoft Dynamics AX (Archived)

remittance advice by email, best solution?

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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

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  • Community Member Profile Picture
    on at
    RE: remittance advice by email, best solution?

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

    AXF

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: remittance advice by email, best solution?

    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
    RE: remittance advice by email, best solution?

    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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: remittance advice by email, best solution?

    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

  • Brandon Wiese Profile Picture
    17,788 on at
    RE: remittance advice by email, best solution?

    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.

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