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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer statements by...
Small and medium business | Business Central, N...
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Customer statements bypassing email settings?

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Posted on by James McCullough 308
Hey Everyone:
 
So here's an interesting one that a user hit me with.  We want to run a customer statement to email, but she wants to preview the email first.  We currently have only a single document sending profile, with the settings as:
 
 
When I run invoices to email, it pauses with the email open on the screen, but when I run a customer statement to email, it doesn't do the /prompt for settings/, and just slam-fires the statement out the door.
 
What setting do I have wrong here?
 
Thanks.
-J
 
 
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • KoenPisters Profile Picture
    KoenPisters 17 on at
    Customer statements bypassing email settings?
    Hi James,
     
    I have the same problem for a customer. Did you solve the issue?
     
    Kind Regards,
    Koen Pisters
  • James McCullough Profile Picture
    James McCullough 308 on at
    Customer statements bypassing email settings?
    Sorry, I didn't get notification on this repsonse...
     
    The document sending profile on this example was taken from the document sending profile window.  The customer itself was blank for the document sending profile.  Setting it explicitly to that same "DEFAULT" setting in the customer card made no difference...  It did not stop to preview the email as I would've expected it to.
     
    Next thought?
     
    Right now I'm copying across my production database to a new sandbox, and I'll try removing my customer's PTE - see if that makes a difference.  If it does, it's something with my PTE, but if it doesn't, I'll be back.
     
    Thanks!
    -J
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,221 Super User 2024 Season 2 on at
    Customer statements bypassing email settings?
    Hi, is this document sending profile not specified on the customer account card or is it empty?
     
    Hope this helps.
    Thanks.
    ZHU

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