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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How do you attach a Me...
Microsoft Dynamics GP (Archived)

How do you attach a Message ID to Email Customer Statements?

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Posted on by Catherine L. 2,010

I've figured out how to setup customer statements. You have to use the customer card's options window (Customer Cards  > Options button) and select the check box for send email statements and enter the appropriate email address. Then, GP will email them out as attachments. I've gotten this to work, to email out the statement attachments, but there is no message content in those emails. How do you assign a Message ID or get a message to email out with the attachments?

I cannot use the Sales Email Settings window under Sales > Setup > Email Settings, (where you can select the checkbox next to Customer Statements and assign a Message ID) because this causes the Options window that I'm talking about above to become greyed. And, when I try run the statements routines using this way, it does not email out. Only prints to screen.

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  • Suggested answer
    khammer Profile Picture
    khammer 475 on at

    There is so much I want to say on this one.  But I will be short and sweet because I know there is a bug in GP2013 with email out statements the way you are as PDF.  However if you are getting this to work that is great.

    When you are in the statements window and ready to process the statements you can Email options and add the subject line there.  I don't beleive you can add any body to the email however.

    If you want to go the other route and use the second option you described as graying out your send email statements field in the customer card you can do it that way to.  However your customer's email addresses then need to go into a different area on the customer card.  Looking at a customer card you see where the address goes and then the globe (world) icon; click there and that is where the email addresses need to go to use this type of way of sending statements.  I have a script I can give you to copy those addresses from the one field to another.  If you would like that you can email me at khosman@boyerassoc.com.

    I know that probably is super confusing so email me if you have any other questions.

    Kristen

  • Catherine L. Profile Picture
    Catherine L. 2,010 on at

    Thanks Kristen, I tried testing this second option too. But I couldn't figure out what routine/tool you need to run to generate the customer statements. When I entered an email in the internet information section you're talking about, I tried to run the statements routine (Sales > Routines > Statements) but it didn't send any emails with statements.  

    So, where would you go to generate email statements with this second option?

  • Catherine L. Profile Picture
    Catherine L. 2,010 on at

    Hm, nevermind. An 'Email' button appeared in that same Statements window, but the statements didn't send through. I'll need to do more testing. Thanks!

  • khammer Profile Picture
    khammer 475 on at

    Yes it only prints to screen then you should receive a status report saying if it was successful or not.  You can always check your outbox also for the message sent.  

    Let me know if you need more help.

  • Craig Bauerle Profile Picture
    Craig Bauerle 10 on at

    Kristen,

    You wrote:

    "I know there is a bug in GP2013 with email out statements the way you are as PDF"

    What's the bug? We just upgraded to 2013 SP1 and the statements now go out as txt not pdf. Interestingly the Email Statement Status report comes as a pdf though.

    Your post is the only mention of it I can find.

    Craig B

  • khammer Profile Picture
    khammer 475 on at

    I have a log email from Microsoft I can send to you with the fix.  I haven't tested SP1 though to see if it fixes anything.  But send me an email and I will forward it right away.  Khosman@boyerassoc.com

  • JasonYip Profile Picture
    JasonYip 5 on at

    Hi Kristen,

    I'm having the same issue , can you email me the fix as well.

    jyip@whites.com

    Jason, CCA,

  • Sue Ann Croft Profile Picture
    Sue Ann Croft 115 on at

    I having the same problem.  Can you send me the fix?  sueann@nwpodiatric.com

    Thanks.

  • Sue Ann Croft Profile Picture
    Sue Ann Croft 115 on at

    Sorry, that should have been "I am having".

  • Community Member Profile Picture
    Community Member on at

    hi Kristen. i'm running into the same issue as all the other people have mentioned where gp 2013 sends statements in txt instead of pdf.

    I was wondering if you still have the log with the fix from Microsoft and, if you do, would you send it to me please?

    my email address is simon.hewitt@immix.co.za

    thank you very much

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