Can Nav email customer statements to multiple customers as a batch process?

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Posted on by CharithSilva

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HI All,

Can Nav email customer statements to multiple customers as a batch process? We have setup the smtp email and most customers have email addresses.

We tried this screen as above but it doesnt do anything if we select email. But if we try one customer it prints -not email

Any ideas?

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Amol Salvi 18,698 on at

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Yes you can send customer statements to multiple customer as a batch process and for this you need to customize

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Alexander Ermakov 28,096 on at

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Check this thread, there are plenty of special add-ons for that purpose: www.navug.com/.../viewthread;CommunityKey=95503735-5a0b-4af1-8326-9bd7bb3b4d3d&tab=digestviewer

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Tina Menezes 2,582 on at

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Hi, you can send email to multiple customers in a batch. So need to do customization for the same.

You can refer the below link of Saurav Dhyani to send an email using code in NAV. For multiple customers put the email code snippet inside a loop which will mail to multiple customers. For creating a batch you need to set up a job queue.

https://saurav-nav.blogspot.in/2013/08/send-mail-with-attachment-from-navision.html

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Yogesh Kulkarni_ 1,762 on at

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As suggested by other members, you need to customize this.

You can make the same available on Customer Card, to generate and mail the Statement for one customer.

Also you can make a process-only report to get this done for multiple customers.

And you can also set a Job Queue to get this thing done automatically at specific point of time.

-Yogesh Kulkarni
Please verify, if you find answer helpful.

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CharithSilva 330 on at

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Hi All,

I think we are getting there somewhere with this we have seen the email option and we camn produce multiple pdfs for customer range. Problem now is email option doesnt work (MAY BE A BUG). if we can get this working it should work., SMTP is setup and we are already using smtp otion to send invoices and quotes

but email option in statement doesnt work - it doesnt do anything......!!!!! (BUG I GUESS)

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RobertasR 5,004 on at

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Hi,

you can e-mail batch customer statement as standard. You don't have anything e-mailed because customer e-mail is defined in 'wrong' place. System would look for customer e-mails in the Customer Document Layout page, and if not found it wouldn't pick up the e-mail from the Customer card (I think it's a bug, but that is how it works now). So you need to go to the customer card, on the 'Navigate' ribbon find 'Document Layouts', add new line for Customer Statement, with the report ID and customer e-mail.

Do that to all customers and then you can e-mail customer statements as a batch.

Hope that helps.

Robertas

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Community Member on at

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Hi Charith,

If you want to use the standard report 116 to email out statement, you need to set up the following:

1. Departments/Administration/IT Administration/Reports > Report Selection - Sales

2. Setup Document Layout for each customer

Alternatively, as others have suggested - create a custom code to email the statements.

Regards,

Susy

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Community Member on at

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Creating a document layout record for each customer is not practical. I have come up with two alternatives:

www.karenhigginsconsulting.com/creating-document-layouts-customers-vendors

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Yoke May 330 on at

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Hi,

This post may be quite a while ago, but i am also facing the same problem where the Customer Statement email is not generated even though i had added in both the Customer > Document Layout - Customer Statement (Report ID 1316); also added to Report Selection - Sales under Usage > Customer Statement.

When click on Customer > Report > Statement, there is 4 buttons: Send To, Print, Preview and Cancel. When i click send to, it ask for PDF or Word and depends on what i choose, it will save in the format in the default folder. If i choose Print, it will prompt the printer and if i choose Preview, it will preview on the window.

If i would like to email, which button should i choose?

Appreciate all advise.

May

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