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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoices not being sen...
Finance | Project Operations, Human Resources, ...
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Invoices not being sent to customers that don't have a primary email purpose value

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Posted on by Matt Se

Hello, 

We are facing an issue with invoices not being sent from print management as customers that are created from Dynamics Microsoft POS have a blank 'purpose' field for their primary email.

We have set up our invoices on print management to send when the purpose field in the customers email is set to 'invoice'. Is there any way to get around this, can we set it to blank in the Destination on print management?

pastedimage1663708021178v1.png

Customer created on Dynamics are fine as a value of 'Business' will be added automatically to the purpose field for the email.

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,035 Super User 2024 Season 2 on at
    RE: Invoices not being sent to customers that don't have a primary email purpose value

    Hi Matt Se,

    You need to update the customer with a purpose for their addresses. In this regard, you can use data management and update customers via entity customers V3.

    You need to update the field "AddressLocationRoles" for those that are blank to a required value and them save the file and import into solution via data management

    pastedimage1663753855407v1.png

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    RE: Invoices not being sent to customers that don't have a primary email purpose value

    Hi,

    You can't set blank there as far as I am aware.

    I think you can write a small script to make all the blank purpose to invoice, which you can run daily basis by a recurring batch job.

    It will work after the above small customization.

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