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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Emailed Customer Invoi...
Microsoft Dynamics AX (Archived)

Emailed Customer Invoices using Print Management are not consistently processed

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Posted on by Community Member

[Environment:  AX2012 R2  CU9 ]

We currently process customer invoices individually using the Print Management functionality.  If the customer is setup with emailing as their preference, an email is to be generated out of AX and will be processed in the local instance of Outlook of the one doing the invoice processing.  The issues we face are the following:

  1. AX does not consistently generate the email each time.  Therefore, the one processing is required to visually monitor their Outlook sent folder in real-time to ensure that an email is generated and is processed in Outlook.
  2. Secondly, even if we are very careful to ensure that we verify that an email is generated for every invoice that was to be emailed, we continue to get customers calling to inquire about invoices for which they did not receive.  These customers will claim that they do receive most invoices by email, but on occasion, they are not receiving them.  After investigating, we are able to locate the invoice in question in the sent email folder.

Thoughts?

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  • Suggested answer
    Sagar Suman Profile Picture
    Sagar Suman 6,008 on at
    RE: Emailed Customer Invoices using Print Management are not consistently processed

    Hi Alexander Smith,

    Have you tried batch invoicing?

    We are using batch invoicing for most of our clients and the batch job consistently invoices orders in query and based on the print management setup for the customer invoices are sent perfectly as email.

    We have made one user account which is used to manage these batch jobs and emails are sent always from this user email id.

    Make sure you mark late selection, print invoice and use print management destination check marks while setting up the batch job.

    7128.7.jpg

  • alexsmith0202 Profile Picture
    alexsmith0202 5 on at
    RE: Emailed Customer Invoices using Print Management are not consistently processed

    Ludwig,

    I work with Lyle and here is what we have found so far.

    1. There does not appear to be a specific pattern as to when the email is not sent. It has appears to have happened to all customers with Print Management set up to email invoices.  The print management is configured to use the users Outlook and not a batch group.

    2. Upon investigation all emails in question appear in the clerk's Outlook sent items. Now on the Exchange side pulling a log of the users sent files, the customers missing invoice does not appear in any log. For instance a batch run by our users they run 10 in 20 minutes. Of those 10 all hit the sent box in Outlook. However maybe 1 of those does not actually get sent through Exchange and the customer does not receive a copy.

    3. The customer email is configured correctly as far as I can tell. If our big customers say have 4 invoices due at the same time the email account for them may only receive 3 of the emails, though 4 show in our sent box inside of Outlook.

    4. There is no prompt asking for us to manually send the invoice, PM through the AX office tools just sends the email through Outlook. Outlook never opens in this scenario. In that regard there is no bounce back email or no exchange rejection notification.

    5. Multiple users split the invoice load up each day. I am not a functional user inside of AX, but is there an automated process for the generation of invoices?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Emailed Customer Invoices using Print Management are not consistently processed

    Hello Lyle,

    For 1:

    What do you mean exactly that emails are not consistently generated?

    Does that mean that emails are sent not all the time?

    What I understand is that multiple users are creating and sending invoices, right?

    Why is that?

    Isn't it possible to have one single 'admin' user creating and sending those invoices possibly not all time a day but - for example - at the end of the day in one run?

    For 2:

    If customer do not receive the invoice do your colleagues get feedback emails saying that the invoice email could not be transferred?

    What is the underlying reason for those customers? Missing or wrong email address data or something else? Can you identify a common 'pattern' why those emails are not transferred?

    Best regards,

    Ludwig

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