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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / E-mail address for cus...
Small and medium business | Business Central, N...
Suggested answer

E-mail address for customer statement

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Posted on by Community Member

We have registered an e-mail address on the customer card.

pastedimage1635238561915v2.png

When we will send a statement to this customer (Customer Card / Reports / Statement) , and choose Email as Report Output, I get this error:

pastedimage1635238225948v1.png

I know I can set a specifik email address under Document Layouts action on the customer, but should that be nessesary to do on every customer, as most of them should just use the email on the customer card.

Under Report Selection - Sales, Customer Statement we have choosen the Report ID 1316

Is there a setting I am missing?

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • YUN ZHU Profile Picture
    YUN ZHU 93,135 Super User 2025 Season 2 on at
    RE: E-mail address for customer statement

    Hi, try this.

    pastedimage1635293179889v2.png

    pastedimage1635293167719v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Community Member Profile Picture
    Community Member on at
    RE: E-mail address for customer statement

    Hi Zhu

    I know the solution but adding an e-mail address to the Document Layout for Customer Statement, but then they will have to do that on all customers, and they will just prefer to use the e-mail on the customer card, as when you send an invoice. The solution I am looking for is sending statement without having to add an e-mail address under Document Layouts.

    Best wishes

    Martin Johnsen

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at
    RE: E-mail address for customer statement

    Hi Martin 

    I know you probably checked. But in Report Selection - Sales, Customer Statement did you select Use for Email attachment? Also, make sure you did not selected any report in Layout for Customer. Meaning if you select specific layout (or same layout) in customer card report selection you should delete it (it should be blank) or should have email address.

    Thanks 

    pastedimage1635342883282v1.png

  • Community Member Profile Picture
    Community Member on at
    RE: E-mail address for customer statement

    Hi MahGah

    Thank you for your answer. I have now tried with and without a mark in "Use for Emal Attachment", but still get the same error.

    pastedimage1635345696186v2.png

    And on Document Layouts on the Customer Card there are no lines added. If I add a line here there will be no error, but it would be a lot of work to add all customers e-mails to document layouts.

    pastedimage1635345667278v1.png

    The error: 

    pastedimage1635346021054v3.png

    If I ask for a PDF instead of an e-mail I will get a statement with transactions.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at
    RE: E-mail address for customer statement

    Hi Martin 

    I agree with you that this is a lot of work. I have no other ideas. We may need to wait for others to see if they have any other ideas. 

    One more test. in Customer Card you have contact code. Can you select the contact name there and see if it works or not. 

    pastedimage1635351407943v1.png

    Thanks 

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,106 on at
    RE: E-mail address for customer statement

    Seems like there should be a solution without having to customize.

    If there is no base solution, then it would not be too difficult or time-consuming for a developer to create an extension which would update the Customer's Document Layout every time the e-mail address is updated.

  • Community Member Profile Picture
    Community Member on at
    RE: E-mail address for customer statement

    I tried to add the company contact where the e-mail was registred, but it still requires an e-mail in document layout, but a good idea :-)

    I think I will report it as not working as expected.

    Thanks for you input.

  • Community Member Profile Picture
    Community Member on at
    RE: E-mail address for customer statement

    Hi Greg

    Thank you for your idea. I think there is no solution in the base solution, so the solution is to develope or to import e-mails to the tabel. I think I will suggest Microsoft to make a change here.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: E-mail address for customer statement

    I found this issue as an Idea under ideas for Business Central development:

    experience.dynamics.com/.../

    Please, vote for this to be in a future development.

  • MahGah Profile Picture
    MahGah 15,529 on at
    RE: E-mail address for customer statement

    Sure. Done

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