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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How do I include Item ...
Microsoft Dynamics GP (Archived)

How do I include Item attachment when e-mailing invoice to Customer?

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Posted on by Lisa Williams 99

In Dynamics GP 2016, I have a Flat Fee item set up and a PDF image is attached to the Item to flow to Sales Line Items on SOP Invoices.  I want the attachment to be included on the e-mail to the customer when we e-mail their invoice.  The Attachment flows OK from the Item Card to the SOP Invoice line item, however when I e-mail the SOP invoice to the customer, the Item attachment isn't included in the e-mail attachments - only the PDF Invoice is attached.  All of the settings to allow multiple attachments and flow from Item card are checked.  How can I get the system to include the Item attachments in the e-mail message that is sent to invoice the customer?

Thanks,

Lisa

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  • Verified answer
    Lisa Williams Profile Picture
    Lisa Williams 99 on at
    RE: How do I include Item attachment when e-mailing invoice to Customer?

    Turns out that Dexterity isn't needed.  You can send attachments via the Actions button > Select Attachments to send in E-mail.

  • Suggested answer
    MacarieTech Profile Picture
    MacarieTech 147 on at
    RE: How do I include Item attachment when e-mailing invoice to Customer?

    Hello Lisa,

    It is possible with Dexterity coding.  We have done this for one our customer which email Serial No file seperatly with Packing Slip.  Whereas client using custom develop Serial No screens to capture serial no for Orders and transfer to invoices.

    Email me for more details at : ashukla@macairetechnology.com

    Thanks much

    Abhi

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