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Use custom Email template for body in PO confirmation SSRS report

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Posted on by Sangram Shinde

2,094

Hi Techies,

I need to use custom email template that would be replaced in body part of email in PO confirmation report.

We do have To, CC, Subject, File format etc. options available in print management setup but there is no option for body.

An HTML template has been setup on 'Organization email templates' form, which have details like below, So when the email is being sent we need to update email body with below details.

Can you help us with this if anyone has done this before or some details where we can add the customization.

We are checking SysEmail* objects

Thank you in advance.

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NitinPatil 10 on at

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RE: Use custom Email template for body in PO confirmation SSRS report

Hi Sangram,

How did you go with this issue? Is it resolved now?

I came across a solution that helps populating email body for almost all external emails without even writing any code. It is called EasyDox. Here is the link for the product https://www.ojasbusinesssystems.com/services-2

I think it could be a great solution for business users as it claims to be a No Code solution.

Best Regards,

Nitin
Sangram Shinde 2,094 on at

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RE: Use custom Email template for body in PO confirmation SSRS report

Thank you Yuan for reply!
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Sangram Shinde 2,094 on at

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RE: Use custom Email template for body in PO confirmation SSRS report

After trying multiple places to get it done, it worked in class 'SRSPrintDestinationSettingsDelegates'

I got both PurchID reference as well as email setup details(print mgmt). So, before next() call of onToEmail() method I have updated a body part and standard took it forward. Below is complete code that worked, I have not optimized it yet but it's working. I tried rich formatting but unable to format -

[ExtensionOf(classStr(SRSPrintDestinationSettingsDelegates))]
final class XXXSRSPrintDestinationSettingsDelegates_Extension
{

public boolean onToEmail(SrsReportRunPrinter printer, SrsReportDataContract dataContract, Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[] paramArray)
{
EventHandlerResult result = new EventHandlerResult();
result.result(true);

PurchPurchaseOrderContract contract = dataContract.parmRdpContract();
VendPurchOrderJour vendPurchOrderJour = VendPurchOrderJour::findRecId(contract.parmRecordId());
PurchTable purchTable = PurchTable::find(vendPurchOrderJour.PurchId);
DirPartyTable dirPartyTable = DirPartyTable::findRec(HcmWorker::find(purchTable.WorkerPurchPlacer).Person);

Email ordererEmail = HcmWorker::find(purchTable.WorkerPurchPlacer).email();
SysEmailId emailId = PurchParameters::find().BIGEmailId;
LanguageId defaultLanguageId = SysEmailTable::find(emailId).DefaultLanguage;

#define.VendorName('VendorName')
#define.PurchaseOrderNumber('PurchaseOrderNumber')
#define.Orderer('Orderer')
#define.OrdererEmail('OrdererEmail')
#define.ShipToAddress('ShipToAddress')

Map templateTokens;
templateTokens = new Map(Types::String, Types::String);
templateTokens.insert(#VendorName, purchTable.vendorName());
templateTokens.insert(#PurchaseOrderNumber, purchTable.PurchId);
templateTokens.insert(#Orderer, dirPartyTable.Name);
templateTokens.insert(#OrdererEmail, ordererEmail);
templateTokens.insert(#ShipToAddress, purchTable.deliveryAddressing());
str emailBody = SysEmailMessage::stringExpand(SysEmailMessageTable::find(PurchParameters::find().XXXEmailId,defaultLanguageId).Mail,
SysEmailTable::htmlEncodeParameters(templateTokens));

//Updated body part below

dataContract.parmPrintSettings().parmEMailContract().parmBody(emailBody);

next onToEmail(printer,dataContract, paramArray);

return result.result();
}

}
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YY Lim 960 on at

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RE: Use custom Email template for body in PO confirmation SSRS report

Another option for you to consider they are some free ISV offer this for example Docentric, you can get it with the free license feature. add attachment, custom body and etc.

Feature List - Docentric AX