Sending an Open customer invoice electronically

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When I go to AR -> Common -> Customer invoices -> Open customer invoices and go to the Invoice tab and click Send on an invoice I get an error that says: "Could not send customer invoice <Invoice>".

What configuration could I be missing to be able to send this over email to the customer?

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Denis Macchinetti 16,444 on at

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Hi

You have to set the AIF Outboud port.

Go through this old post community.dynamics.com/.../120313

Finally, check the canXMLBeSent method of the CustInvoiceJour Table.

Finally, also if talk about the AP Payment Journals, go through this link blogs.msdn.microsoft.com/.../how-to-setup-send-xml-document-for-ap-payment-journals

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Tim Schofield on at

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Hi Denis' answer is giving you setup to send the invoice as an XML message. That is EDI.

If you just want to e-mail a PDF copy of the invoice to the customer you have to print the invoice and set the 'printer' destination as e-mail. Probably easiest to do this via Print management.

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Dick Wenning 8,705 Moderator on at

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did you use the R3 exchange integration?

otherwise it Is client outlook integration

or COM stuff on the AOS

technet.microsoft.com/.../aa834374.aspx

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Community Member on at

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Tim,

You are correct. How can you do this on a report like Sales Invoice though on a per use basis? These are all pre-determined through print management so you never get the screen to choose email.

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Tim Schofield on at

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Per use you can set a print destination of e-mail (but on-line it tries to use the Outlook client which may be a problem) but if you run it in batch it'll send the e-mail without using the client.

This is related to purchase orders (but sales invoices is the same setup and process):

https://timsaxblog.wordpress.com/2015/07/07/how-to-e-mail-purchase-orders-to-vendors-in-dynamics-ax-2012-r3/

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Community Member on at

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Tim,

Yeah that's the problem. It requires set up each time. I want the dialog box with the options each time. The users don't have a predetermined time when they would like to email an invoice. They just go "Hey I want to send this over email instead of printing it" but you can't just do it, you have to go and configure it first... then unconfigure it when you want to go back to the normal way.

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Tim Schofield on at

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Unfortunately, that's a customization.

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Community Member on at

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That's what I figured but I wanted to make sure there wasn't a standard way to do that.

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Tim Schofield on at

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Actually. Second thoughts. If you set 'Print management' for e-mail, but your users' normal print settings were to print, then they'd be able to select 'E-mail' optionally, because there is a 'Use print management' option on the posting form.

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