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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatic email Vendor...
Finance | Project Operations, Human Resources, ...
Suggested answer

Automatic email Vendor Payment Advice

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Posted on by D365 Functional 52

Hi D365 Experts,

Enable batch processing for bank payment advice reports is enabled and print management configuration is done. I am able to sent payment advice to required email.

The requirement is to send payment advice emails to vendors automatically for the new payments having status of Sent /Approved. It should not send email, if a email already sent to vendor. How to achieve this in D365 FO. With Batch processing it is giving the same payment advice again and again for same batch number again and again.

Is there a way i can get this payment advice form directly rather then from vendor payment journal so that I can select the filters. Please suggest some workaround to achieve this.

pastedimage1670762363925v1.png

  • nunomaia Profile Picture
    nunomaia 9 Super User 2024 Season 1 on at
    RE: Automatic email Vendor Payment Advice

    You can implement your scenario with Power Automate.

    - Define destination of payment advice to be SharePoint in Electronic Reporting.

    When you post payments in vendor journal, vendor Payment Advice is also printed to SharePoint.

    - Implement a Power Automate to be triggered when a Payment Advice is generated and send a composed email to the Vendor.  

  • SylwiaC Profile Picture
    SylwiaC 5 on at
    RE: Automatic email Vendor Payment Advice

    Hi,

    Do you know how default title of the email and text body should be completed in Print Management? I completed this data in PM but still missing in email received.

    Regards,

    Sylwia

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    RE: Automatic email Vendor Payment Advice

    Hi,

    Payment advice only you can send when the payment file is generated with having status is sent.

    There is no process to send payment advice at the time of posting payment journal.

  • D365 Functional Profile Picture
    D365 Functional 52 on at
    RE: Automatic email Vendor Payment Advice

    Hi Mr. Ramit,

    Thanks for replying. Actually the requirement is:

    1. Payment advice should send automatically to vendor after we post a vendor payment journal. All line status is sent/approved. Is there any option, can we set a recurring batch process in D365 to achieve this that once we post a payment journal then D365 sent payment advice as per batch running time to vendors as per print management configurations.

    2. Also, if one payment advice is sent to vendor, it should not send again.

    Thanks.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    RE: Automatic email Vendor Payment Advice

    Hi,

    When you don't want to send an email for an already sent payment advice, don't select the "Use print management" option while printing, and also turn off the 'batch processing" to no.

    Another option is, in the print management setup, enable the "Save to print archive" to Yes, the print will be available in the organization admin module in print archive form.

    pastedimage1670764575990v1.png

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