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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Email invoices directl...
Microsoft Dynamics AX (Archived)

Email invoices directly to a customer - how to use a template for the email

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Posted on by Herre 240

We are setting up invoice emailing for a AX 2012 R2 customer. This works fine, especially with the new option in CU7 to use tags in print management to email to a contact person. However the invoices are emailed and the email only contains a subject and the PDF invoice, There is no text in the body of the email. We would like to have some text letting the customer know he is receiving an invoice for services rendered. The same is valid for all other documents that can be emailed from Microsoft Dynamics AX 2012

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  • venkatesh vadlamani Profile Picture
    venkatesh vadlamani 3,180 on at

    That part you might need to customize.

    When report is rendered to email there are ways to add body.

    One is to add code in controller class

  • Community Member Profile Picture
    Community Member on at

    It is not a nice solution but you could inject your code in the parmEMailContract() method of the SrsPrintDestinationSettings class for your particular report. Nevertheless there are some Dynamics AX Add-Ons such as Docentric AX that improves output management including built-in print destinations.

    Regards, Sabina.

  • Herre Profile Picture
    Herre 240 on at

    Sabine, thanks. Of course we can modify it, but we wanted to do this without mod. And it seems so logical to have this in standard. Anyway, we now mostly use Lasernet to do the layout and email invoices.

  • Community Member Profile Picture
    Community Member on at

    Hi under Destinations of the Report , you have Email setup. here you can customise the text that comes with the mail. Variables  %1 %2 and so on, can be created which relates to Fields in tables in ax

    and you can add Free text also combined with this, we do this in subject and Body text. Hope this helps

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