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Finance | Project Operations, Human Resources, ...
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Emailing Vendor Remittance Advices

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Posted on by 75

Hello!

Is enabling Word Template Functionality a pre-requisite for emailing Vendor Remittances??

I thought you could just email a PDF version of the canned GP Vendor Remittance report.  Is that not the case??

Also, can someone point me to a good KB or video of the necessary setup steps?

Thanks!

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  • Gavin Profile Picture
    2,508 on at

    Hi,

    As far as I'm aware you have to setup Word Templates to email remittances. (its certainly the way I have set them up anyway)

    This looks like a good blog on the subject https://www.erpsoftwareblog.com/2016/02/creating-word-template-microsoft-dynamics-gp/

    With regards sending by PDF its also worth checking out the Dynamics GP system requirements for your version. For example in the GP 2015 system requirements it states PDF isn't supported for the "Exchange" server type:

    pastedimage1621413053178v1.png

    However when I check the same section for GP 2018 this has gone which suggests it is supported

    pastedimage1621413100514v2.png

    Hope this helps

    Thanks
    Gavin

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