E-Mailing Multiple Customers

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Hi:

In GP and from the Receivables Transactions Navigation List, I can e-mail Microsoft Word-based invoices to customers. But, I can only do so for one customer at a time.

Upon trying to e-mail sometimes even just two customers at the same time, the e-mailing does not take place and GP freezes for me on the Terminal Server.

This happens only from the Navigation List of Receivables Transactions and not from Sales Order Processing Transactions.

Up until recently, we had not seen any error messages onscreen or in log files of any sort that would tell us why this issue is occurring. But, earlier this week and upon clicking the "Refresh" button in the Area Page, the message shown below appeared.

I researched and cannot find a cause of or solution for this error that is preventing the e-mailing of more than one customer. And, I'm not so sure that I have ever seen this error message before.

But, based on what I have said here and upon seeing this message, does anyone know of a remedy that would allow for e-mailing multiple customers from within Receivables?

Thank you!

John

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Microsoft Dynamics GP

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Justin Sutton on at

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Hello John,

I tested in my 18.2 system and everything emails correctly. I was also unable to find any noted issues from GP 2016. I also haven't seen this error before. This means we get to start from the top!

Are you using the default Word Templates for the RM documents? Sometimes we see modified ones missing header/footers, which works fine when emailed alone, but runs into issues when emailed in bulk. More on that here:

community.dynamics.com/.../what-are-bookmarks-and-how-are-they-used-in-microsoft-dynamics-gp-s-word-templates

Otherwise, do you have any third parties, specifically any that tie into taxes? Perhaps they are trying to display information and that is getting in the way?

You stated you click refresh in the area page, are you clicking refresh on this bar?

If you can click directly on that bar after the email fails, it should open this window so we can see if there are any errors:

If everything is frozen up then you may not be able to click here. We may be able to track down the table where this is stored to see if we can grab it from there, but I would like to avoid that if GP lets you click!

Let us know if you are able to find any errors here, or if reverting to the default template resolves the issue.

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Hi Justin:

Thank you, for the quick response!

The Word template is modified. We don't want to "throw this out", for lack of a better phrase.

Although there are third-parties, none represent tax addons.

Yes, that is the "Refresh" button that we're clicking and is the one that brought up the error.

John

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Justin Sutton on at

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Hello John,

Thank you for the update!

I would test with the default template to rule out the modifications done to the template. It would probably be best to do this in test so you can email yourself rather than an actual customer.

If you recreate the issue and click on the bar, but not the refresh button, can you get the Status Message Detail window to appear? It may be helpful to see what errors are on that specific window.

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Hi Justin:

If we find that the issue does involve the modified Word Template in some form, would this be resolved by recreating the GP reports dictionary or would the Template need to be remodified?

Thanks!

John

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Justin Sutton on at

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Hi John,

If you find the issue is with the Template, then I recommend going through this article first:

community.dynamics.com/.../what-are-bookmarks-and-how-are-they-used-in-microsoft-dynamics-gp-s-word-templates

This article tends to resolve quite a few of the email issues we see that are specific to the Template.

If this does not resolve the issue, then you would have to remodify the Template from the default.

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Hi There, Justin:

I just ran another test and used the unmodified Word Template.

Upon e-mailing one customer and clicking the "Refresh" button, the e-mail went through successfully and I received no error.

When e-mailing two other customers and clicking the "Refresh" button, both e-mails went through successfully. But, the error message shown below appeared. Specifically, this error message showed after choosing to e-mail and right after clicking "Refresh".

The yellow status bar reports no errors and, in fact, states that "2 succeeded".

This is the first time that, upon getting an error, e-mails actually went through.

Regardless, at least with this test we know that it is not a template issue.

I was logged on as DYNSA. So, it is not a security issue either.

Any thoughts?

John

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