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Microsoft Dynamics AX (Archived)

Invoice Number In Attachment Name and Subject of print management Email sending

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HI All ,

Automatic Email has been set up During Invoicing .

how do i include the Invoice number in Email Attachment name and subject ?

Also is there any way we can include the grand total in the subject ?

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  • Suggested answer
    ZvikaR Profile Picture
    152 on at
    RE: Invoice Number In Attachment Name and Subject of print management Email sending

    I am not aware of any way to control in a dynamics way the subject of the email or the file name of the attachment

  • Suggested answer
    Sagar Suman Profile Picture
    6,458 Super User 2025 Season 2 on at
    RE: Invoice Number In Attachment Name and Subject of print management Email sending

    Hi mshuhaib20,

    This is not supported in standard and needs a change.

    We did the same for one of our clients where the attachment was attached as the name of the invoice number and we changed the logic in the AX print management where the subject was made dynamic.

    So after the subject is typed we changed the logic which will type the invoice number of the invoice in the subject of the email after the static subject.

    The hash will be invoice number of the attached invoice for all the mails making it easy for client to manage emails.

    74862.Untitled.jpg

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at
    RE: Invoice Number In Attachment Name and Subject of print management Email sending

    You need some customization to achieve your requirements

  • cmsouth Profile Picture
    25 on at
    RE: Invoice Number In Attachment Name and Subject of print management Email sending

    mshuhaib20, would you be willing to share the customization you did to accomplish this?  We have an identical need in our implementation.  Thanks in advance!

    Chris

  • 3Dmerchant Profile Picture
    295 on at
    RE: Invoice Number In Attachment Name and Subject of print management Email sending

    As all have said, it's not standard.  I have an optional module for processing all sale payment types and it automatically puts the invoice or sales order # in the email subject. The grand total is included in the email body along with other items, option to attach invoice and click to pay.

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