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Project Automation request automate sending timesheets, invocies, statement to customer by email . how to achieve it
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hi Experts .
Project Automation request automate sending timesheets, invocies, statement to customer by email . how to achieve it
hi Shilpi
thanks i am testing it. I will revert back on next week pls
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:
Please follow the below link to see the available setup in AX2012
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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