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Finance | Project Operations, Human Resources, ...
Suggested answer

Using Print Management to print invoices for some customers only.

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Posted on by 134
I have what looks like a simple scenario, yet I am unable to get it to work.
 
When we invoice sales orders, we want to email the invoice so some of the customers.
The rest of the customers receiving invoices by EDI so we do not need to email it to them.
 
I set up Payment Management for Customer Invoices
- I left the Original (default) to handle the EDI customers
- I create a node for the /email/ customers, with a filter condition, so it sends email just for customers of a certain sub-group.
 
Sending email only to the /email/ customers, based on the filter I created on the node works well.
HOWEVER, when I try to suspend printing on the <Default> node (since we do not need to print or send anything to the EDI customers) I get an error message that /no print management is available/, even for the /email/ customers
 
How can set only just SOME customers to receive emails/get a printout but for the rest of the customers I don't want to print/send anything?
 
 
  • Suggested answer
    Ramit Paul Profile Picture
    22,473 Most Valuable Professional on at
    Using Print Management to print invoices for some customers only.
  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    Using Print Management to print invoices for some customers only.
    Hi,
    This error will appear when you click the Do Not Print setting of print management. Please unmark this setting. Error message when you attempt to email invoices out of Dynamics AX 2009: "Print Management settings are not applicable" - Microsoft Support
    If you want EDI clients not to enable printing settings, please check this link to see if the filter condition for not printing management settings is available. Or Try to set up print and email options for customer groups. https://dynamics-tips.com/print-management/#:~:text=If%20you%20create%20the%20%E2%80%9COriginal%20%3CDefault%3E%E2%80%9D%20node%20by,%28as%20discussed%20above%29%20this%20will%20resolve%20the%20error.
    Best Regards,
    Hana

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