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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Send to: mail reci...
Microsoft Dynamics GP (Archived)

Send to: mail recipent (pdf) sends wrong quote/invoice

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Posted on by Jennifer Kaufman

As of yesterday, a couple users are having problems sending a .pdf of a quote or invoice as an email.  The .pdf attaches just fine, but it's the wrong quote/invoice.  Each user seems to get the same quote/invoice everytime they try to send it attached to an email.  Not sure what caused this.  No changes have been made on the server or the individual computers between when it was working and now. 

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  • Mark Roux Profile Picture
    Mark Roux 670 on at

    Hi Jennifer,

    This sounds very similiar to an issue i experienced with a customer. Are you printing from SOP?

    Thanks

    Mark

  • Mark Roux Profile Picture
    Mark Roux 670 on at

    Hi,

    Im having real difficulty finding the resolution to the call i dealt with previously on that similiar printing issue. I will persevere.

    Another question i have for you in the meantime - you mention the send to pdf includes the wrong document, but what happens if you print to screen in GP. Does it also include the wrong document on print? Or to the standard printer?

    Mark

  • Jennifer Kaufman Profile Picture
    Jennifer Kaufman on at

    The users are printing the invoice from within SOP - transaction entry window.  They send to mail recipient as pdf, but it attaches the wrong invoice.  If they print to the physical printer it's the correct one.  Sending as text also attaches the correct one to the email.  It is the correct invoice printed to the screen also.

  • Mark Roux Profile Picture
    Mark Roux 670 on at

    Hi Jennifer,

    That is very strange. It differs to my aformentioned 'similiar' issue.

    Does the user have access to right to their TEMP directory. I could be wrong, but i think it writes to the temp drive and then attaches to email. Could it be that its trying to write to temp directory, and actually fails. Is there already a pdf document in the temp folder that it keeps attaching instead of the overwritten new file?

    Any one else got any ideas?

    Mark

  • Jennifer Kaufman Profile Picture
    Jennifer Kaufman on at

    I think rights is the issue.  I removed the users from the local admin group last week.  That seems to be about when this issue started.  I would rather not make them local admins.  Do you know what rights they need for this to work.  I made them local admins again but I am waiting for them to test it to know if it works now or not.

  • Mark Roux Profile Picture
    Mark Roux 670 on at

    Hi,

    Im not entirely sure what rights need to be in place. As long as they have access to write to the temp directory, if thats where it places the file, then im sure that will suffice.

    The test as a local admin is a good start tho.

    Mark

  • Jennifer Kaufman Profile Picture
    Jennifer Kaufman on at

    Bummer, making the users local admins again didn't fix it.  Any other suggestions?

  • Jennifer Kaufman Profile Picture
    Jennifer Kaufman on at

    I take that back.  Making the user a local admin did fix the problem. 

  • Suggested answer
    Olaf Laos Profile Picture
    Olaf Laos 1,890 on at

    We experienced this same problem.

    If you display a SOP invoice to screen, then press the "SEND To" button in the window header, the moment you select the "Mail Recipient (PDF)" dropdown option, it creates a "SOP Blank Invoice Form.pdf" in the user's Temp folder.

    In our case on Windows 7 the path was C:\Users\userID\Appdata\Local\Temp.

    The PDF in this temp folder can be opened and reviewed as normal - BUT it remains in this folder, even once the e-mail has been sent. Even if the user logs-off the PC or shuts it down, the PDF still resides in this temp folder when they next log in.

    When we generated the next e-mail invoice, we saw it start to create a new PDF (.ps file) briefly and then it replaced the existing SOP Blank Invoice Form.pdf with the new version. We could prove this by double-clicking and opening this file to see it was for the correct new invoice.

    The PCs on which we experienced the problem were where there were permissions problems for the users with respect to the users ability to create and overwrite/replace files in the user's Temp folder. Once permissions were altered (or if you set the user to be Local Admin) the problem was resolved.

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