Dynamics Community Forum Thread Details

Emailing from Sales Transaction GP 2018

We are setting up e-mail functionality to be able to send invoices from Sales Entry or Sales Transaction History window.

We've already set up this on purchasing side for purchase orders and everything works wonderful, e-mails are sent in the correct format with right attachments, etc. so our mail client is working, I can see the e-mails in my sent messages in Outlook.

For the sales side we set up appropriate Word template, they print correctly, so no trouble there. Everything is set up precisely as it is for purchasing, in Customer cards the same as for vendors.

However, once I click the e-mail button message appears that e-mail is sending, but it is not sending anything and there is nothing in the Outlook Sent box.

I see the documents are being generated in the User Temp folder, the same as Purchasing, however when for purchasing they are generated only in .docx format, for sales we get .docx, .htm and .txt files. I'm thinking may be the process is confused what attachment to use, at this point I'm not sure where to look.

We are using the second to newest version of GP2018, build 18.00.0672(R2).

For the good measure I post here the solution that took me couple of days to figure out, let it be on the record...

The problem was that our Sales Invoice and Sales History Invoice reports were very heavily customized and the structure of underlying data was quite different from the original form. Once I reverted to original in the Alternate/Customized form setups for these types of reports the e-mailing worked great, only non-customized templates were used. And it's not what we wanted, but it's a start.

I've re-built the reports from scratch in Report Writer, minding the changes to not break the structure again. It worked.

As with everything else with this MS product, very obscure issue and none of the pointers anywhere, not in error logs, nothing.

Quick Links

Leaderboard