Electronic Reporting - Print Managment Destination (email)

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Posted on by NC-18121538-0

I am trying to mass send statements out to customers using a template derived from Reconciliation model.version.39 model and the Cust account statement, Ext (Excel).version.39.13 format. In the ER Print Destination settings, I cannot for the life of me figure out how to get the Email to attributes to work.

The e-mail source account. When I try to bind it the format mapping does not seem to have anything that returns a value that would complete this configuration and make it functional.

Any ideas?

I've tried GETCURRENTCOMPANY () this returns the company value but does not satisfy the requirement to make this functional and actually execute sending an email.

Also tried -

model.CustomerInfo.AccountNum - when I tested this it just brings up a dialog box to insert a value. 
 
 

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Dynamics 365 Finance

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Alireza Eshaghzadeh 14,614 Super User 2025 Season 2 on at

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Electronic Reporting - Print Managment Destination (email)

Hi,
To send customer statements via email, you need to define the "Email To" field in the Electronic Reporting (ER) configuration.

In the current model, there is no element for the customer's email under Customer Info (CustomerInfo). Therefore, you need to extend the data model, derive the necessary element, and retrieve the email value from the CustTable.

If you prefer to set up the "Email To" field using Print Management Email, please refer to the article: Email ER destination type - Finance & Operations | Dynamics 365 | Microsoft Learn

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