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Hi,
I want to set "email template" and "from address' for Payment advice.
Actually what I'm doing is I'm sending Payment advice to vendors via email. Currently for contoso environment, it is sending as "karif@contoso.com" and the body is blank.
Regards,
Ali
Hi Ali,
I would recommend using the electronic reporting functionality for that purpose.
The payment advice can be stored on SharePoint from where you can grab it and send it to your vendor via an Email that is initiated by Flow/PowerAutomate.
Best regards,
Ludwig
Hi Ludwig,
For the time being, we are not using electronic reporting.
Any alternate solution will be appreciable.
The payment advice report is generated when generating the payment in the vendor payment journal.
Making the payment necessitates that you have the electronic reporting format selected in your method of payment.
In this electronic reporting format there is the report inbound and you can define how to distribute it.
I once posted an example on my blog.
Please have a look at the video on distributing business documents.
Hi
What payment file format are you using as ISO20022 supports a remittance advice type document at payment generation.
Electronic reporting is an options and by association the configurable business documents, check the below link as payment advice is supported.
docs.microsoft.com/.../configurable-business-documents-reporting-word-excel
Thanks
Alex
Hi Ali.
I think what you are trying to accomplish, taken from your screenshot, is to use the original SSRS report for Payment advice, which becomes available in the "Print" menu in the journal when the status is sent.
You can set this up in Print Management to dynamically use e.g. the vendor business email (see below) but there are no standard functionality to configure an e-mail template for the body.
Hi Qwaser,
So is there any other way I can set the template for payment advice? I'm using the print management functionality to send email to vendors and it is working fine. I only need the template.
To change the SSRS template, you would need to create a deployable customization. Your other option is to create a template using electronic reporting, but at this time you cannot use print management to email electronic reporting reports.
Thanks,
Jeremy Driscoll
A quick update to this. You cannot use print management to send electronic reports through email, however, it is possible to do it through electronic reporting destinations. I'm not sure if the functionality is the same so you would need to test this, but that might give you what you are looking for.
In case you want to avoid the customization that Jeremy mentioned, have a look at Electronic reporting.
That is because of the output destination and PowerPlatform integration that you have available with this tool and that allows you sending emails with texts that you like.
I did a webinar for the AXUG around a month ago with my colleague Ievgen that details how this works.
Might be worth having a look at this one in order to save the money that a customization might cost you.
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