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Project Automation request automate sending timesheets, invocies, statement to customer by email

Posted on by 25

hi Experts .

Project Automation  request automate sending timesheets, invocies, statement to customer by email . how to achieve it

  • Axfreelancer3 Profile Picture
    Axfreelancer3 25 on at
    RE: Project Automation request automate sending timesheets, invocies, statement to customer by email

    hi Shilpi

    thanks i am testing it. I will revert back on next week pls

  • SThakur Profile Picture
    SThakur 412 on at
    RE: Project Automation request automate sending timesheets, invocies, statement to customer by email

    1. Are you looking to use the automated process specific to the timesheet process e.g timesheet workflow in AX2012?

    There are two project timesheet workflows available:

    • Review timesheet workflow (TSDocumentTemplate) – approval workflows for project timesheets at the document level
    • Review timesheet line workflow  (TSTimesheetLineTemplate) – approval workflows for project timesheets at the line item level

    Please follow the below link to see the available setup in AX2012

    cloudblogs.microsoft.com/.../

    2. If you are looking for auto emailing of the documents e.g statement, invoices etc.:

    You can use the print management functionality to automate the process of sending the required documents to a group of email addresses that can be set with the same purpose. Here are some links which can assist :

    docs.microsoft.com/.../set-up-print-management-for-a-module

    community.dynamics.com/.../e-mail-invoices-with-a-smarter-dynamic-print-management-setup

    If this is not what you are looking for, please provide more information in the form of screenshots, examples etc. to help us answer your query.

    Thanks,

    Shilpi

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