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Small and medium business | Business Central, N...
Suggested answer

Attach Sale invoice with Reminder

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Posted on by 55

Hi,

I want to send the Sale invoice as an attachment when I send a reminder by email to the customer. So how can I do that?

  • Suggested answer
    Ghulam_Mustafa Profile Picture
    55 on at
    RE: Attach Sale invoice with Reminder

    Thanks, everyone for the suggestions.

    Scenario: Before the development, when I try to send the reminder as an email it only adds the reminder report so I need a sales invoice as an attachment.

    I had done the task and here is the code:

    pastedimage1670582852700v1.pngpastedimage1670582910131v2.png

  • Suggested answer
    pankaj.k Profile Picture
    970 on at
    RE: Attach Sale invoice with Reminder

    Hi Ghulam,

    your requirement needs to be developed but  no worries  its possible  i attached code for you this will help to develop.

    this code helps you to  attached file and  Send Email. 

    attechment.PNG

        procedure SendPaperStatementMail(Var Rec_AccountNumber: Text)
        var
            email: Codeunit Email;
            emailMsg: Codeunit "Email Message";
            tempblobcu: Codeunit "Temp Blob";
            cnv64: Codeunit "Base64 Convert";
            InStr: InStream;
            txtB64: Text;
            Text001: Text;
            RecRef: RecordRef;
            Outstreamreport: OutStream;
            LoanStatement: Report "Loan Statement Report";
            LoanHeader: Record Ecl_LoanHeader;
            char13: Char;
            char10: Char;
            NewLine: Text;
            cominfo: Record "Company Information";
            custrec: Record customer;
            SalesRec: Record "Sales & Receivables Setup";
        begin
            cominfo.Get();
            SalesRec.Get();
            LoanHeader.Reset();
            LoanHeader.SetRange(AccountNumber, Rec_AccountNumber);
            IF LoanHeader.FindFirst() then
                if SalesRec.PaperStatementEmail <> '' then
                    if custrec.get(LoanHeader."Customer No.") then
                        if custrec.ecl_SendPaperStatement then
                            if (LoanHeader."Statement Date" <> 0D) or (LoanHeader."Statement No" <> 0) then begin
                                RecRef.GetTable(LoanHeader);
                                tempblobcu.CreateOutStream(Outstreamreport);
                                Report.SaveAs(50191, 'Test', ReportFormat::Pdf, Outstreamreport, RecRef);
                                char13 := 13;
                                char10 := 10;
                                NewLine := char10;
                                Text001 := StrSubstNo('Dear %1,', LoanHeader.name);
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('Please find attached your monthly statement for your Coogans Account %1 which has a current balance of $%2.',
                                                    LoanHeader.AccountNumber, format(ROUND(LoanHeader.LastClosingBalance, 0.01, '='), 0, '<Precision,2:2><Standard Format,0>'));
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('The minimum payment required for this month is $%1 and it is due on %2.', format(ROUND(LoanHeader.Minimum_Payment, 0.01, '=') +
                                                        LoanHeader.Total_Arrears, 0, '<Precision,2:2><Standard Format,0>'), Format(LoanHeader.NextDueDate, 0, '<Day,2>/<Month,2>/<Year4>'));
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('Please contact us on %1 if you have any questions or would like to speak to us about your account.', cominfo."Phone No. 2");
                                Text001 += NewLine + NewLine;
                                Text001 += NewLine + NewLine;
                                Text001 += 'Sincerely';
                                Text001 += NewLine + NewLine;
                                Text001 += 'The yyy Team' + NewLine;
                                Text001 += cominfo."Home Page" + NewLine;
                                text001 += cominfo."Phone No. 2";
                                tempblobcu.CreateInStream(InStr);
                                txtB64 := cnv64.ToBase64(InStr, true);
                                emailMsg.Create(SalesRec.PaperStatementEmail, StrSubstNo('Paper Statement for the Loan Account No. %1', LoanHeader.AccountNumber), Text001);
                                emailMsg.AddAttachment('Statement for ' + LoanHeader.name + ' as of ' + Format(LoanHeader."Statement Date", 0, '<Day,2>-<Month,2>-<Year>') + '.pdf', 'application/pdf', txtB64);
                                IF email.Send(emailMsg) then;
                            end;
        end;

    Please check More information about reminder :- https://learn.microsoft.com/en-us/dynamics365/business-central/receivables-send-reminders

    Thanks 

    Click on Yes button if my answer helped you.

  • Suggested answer
    Amit_Sharma Profile Picture
    2,545 on at
    RE: Attach Sale invoice with Reminder

    for this, do customization at sending reminder event. Consult your Partner.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    DAnny3211 Profile Picture
    9,274 Moderator on at
    RE: Attach Sale invoice with Reminder

    hi

    look this

    learn.microsoft.com/.../ui-how-send-documents-email

    but I think for your purpose you need a development in AL

    DAniele

  • Suggested answer
    Nitin Verma Profile Picture
    21,372 Moderator on at
    RE: Attach Sale invoice with Reminder

    Hi,

    Just go to the Posted sales invoice and check Send button, you can have an idea how to make a Email reminder.

    Also please consult with your development partner to achieve this.

    Thanks.

  • Ghulam_Mustafa Profile Picture
    55 on at
    RE: Attach Sale invoice with Reminder

    Do you how can i do this because i am working on that to create custom functionality?

  • Suggested answer
    Manan_Shah Profile Picture
    1,457 on at
    RE: Attach Sale invoice with Reminder

    Hi Ghulam,

    To achieve this. Please ask your development partner to develop this custom functionality


    Hope this will help. 

    Many Thanks,
    Manan

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