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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sending PDF remittance...
Microsoft Dynamics NAV (Archived)

Sending PDF remittance advice reports via email in NAV 2013

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Posted on by Community Member Microsoft Employee

We are looking to use a simple function (as found in most mainstream bookkeeping packages) in NAV but have so far been advised that we need to purchase an add-on to do this. Can someone in the forum please confirm for us either way.

The function we are looking for, is an automatic batch sending of remittance advices as PDF document by email to suppliers once the supplier payment is posted.

The process in steps:

1. Process payment journal

2. Post payment journal

3. Based on payment journal - create PDF remittance to supplier in PDF format, and attach to email in Outlook, pre-populated with supplier email address, subject and body.

Your feedback will be much appreciated

*This post is locked for comments

  • batteryacid Profile Picture
    batteryacid 30 on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Hi there

    An add-on that does this very well called "DocumentPath" already exists. Its available from Epimatic ( a NAV partner in Canada)

    H

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Hello,

    Is there a way to send the remittance email for all the entries in the payment journal at the same time or in a batch?

    Currently, we have to select each payment and send the email remittance one at a time for each payment.

    Please help!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Jonathan,

    1 day tops in Nav 2013 as most of th functionality exists already!

    Neil

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Neil - would you concur that this is half a days development?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Jonathan

    Definitely a mod in nav 2013 but very easy to do as nav 2013 has its own saveaspdf functionality built in. So you need to set up SMTP table, some code to retrieve email data, hold email title, bodies etv and a page action to send data to the code.

    Hope this helps.

    Neil

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Jonathan,

    The above solution will work for NAV 2013 and it should take less than half day to complete, this estimate is just based on my experience it may vary person to person, so please don't take that number as granted.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Hi Suresh,

    it is difficult for me to have a conversation with my support team on this, as 1) they are querying if your solution is applicable in NAV 2013. 2) I have no idea based on what you have written how much effort is involved in the modification - is what I want 1 day of development time?

    Your assistance would be greatly appreciated in this matter.

    Best wishes,

    Jonathan

  • Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    If your issue is resolved mark it as answered.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Suresh - thanks for your reply. I have forwarded this article example to our helpdesk, to see if this can be implemented.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Sending PDF remittance advice reports via email in NAV 2013

    Jonathan,

    You don't need any add-on to achieve this, but you have to customize the system to achieve this since this is not standard functionality.

    You can see an example of email attachment over here

    saurav-nav.blogspot.com/.../send-mail-with-attachment-from-navision.html

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