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Problem: I can't send a proposed project invoice to an email address even though I know some emails are going out from AX.
Goal: Send proposed project invoices to project managers using email, and NOT printing/scanning/attaching individual scans to individual emails.
Background: I am working for a client which has a division that uses Project Management and Accounting heavily. The client wishes to email proposed project invoices to the project managers prior to creating the final invoice. The project managers sometimes make changes to the invoices, or wish for some tasks to not be billed yet, so allowing the project managers to see and make changes to the proposed invoices is crucial to customer satisfaction.
I know that there are outbound emails from this AX 2012 R2 instance going out successfully because (A) there is a sales order workflow email that certain clients are receiving, and I re-sent one by accident to a client yesterday and she did receive it, and (B) I was fiddling with the email alert batch set up, and a few minutes later I received an alert email. Therefore I know the connection between AX and the SMTP server is working. Further I confirmed with the client's server team that there are no filters or blocks on email going from AX to Exchange. So, the problem lies elsewhere.
When I generate a proposed project invoice and print to the screen, it works. (Project Management and Accounting -> Area Page -> Periodic -> Post Project Invoice Proposals -> under Parameters uncheck Posting -> Under print options check Print Invoice -> click Printer Set Up -> select screen)
When I generate a proposed project invoice and choose email instead of screen, I enter my own email address or someone else's, and click on OK. I get a message "Microsoft Dynamics processing" and then shortly the printer setup dialog box disappears. From there I click on Batch to route the email through the batch functionality & SMTP server since the client is using AX on a shared server and does not have Outlook installed locally. Under General I check Batch Processing. The Batch Group is email. I click on Alerts and under Other Alerts I check E-Mail and then enter my email address. I click on Recurrence and set the time to start the batch in 2 minutes. From there I click on OK, then OK, then OK, and then I get a message that the Project Invoice job is added to the batch queue.
About 2 minutes later I receive a generic email from AX telling me the batch job completed successfully. Really? Where is my invoice proposal? From there nothing else happens. I never see any other evidence in AX that all this effort generated anything. I checked the batch job history (Sys Admin -> Inquiries -> Batch Jobs -> Batch Job History) and the status shows it ran and is in "Ended" status.
Any thoughts? Feedback would be most appreciated.
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