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Microsoft Dynamics NAV (Archived)

Automatic Email Customer Sales Invoice Nav2017

Posted on by Microsoft Employee

I have an issue with the email function in Nav2017. We want to be able to select posted sales invoices and have them email automatically (without looking at each email we are sending). We have the emailing working fine and have setup the Document Sending Profile to email = Yes (Use Default Settings). We have also set up the Document Layout from the Customer Navigation tab. The problem we have is the following:

1. When customer page contains a value in the address and contact fasttab email field, emails will be automatically generated on the send function. However, if sending multiple invoices to a single customer, the subject line correctly indicates multiple invoices, but only a single page PDF is attached. 

2.When customer page does NOT contain a value in the address and contact fasttab email field, emails will be NOT automatically be generated on the send function, rather they will open an edit email page. If sending multiple invoices to a single customer, the subject line correctly indicates multiple invoices, and all invoices will be included in the PDF. 

We prefer to keep the email in the Customer Page FastTab Address & Contact field because sometimes it's different from the Document Layout (where we set which reports are emailed to which email). I don't understand why it's an issue as the email functionality doesn't even use the email from the Customer Page. It uses the Document Layout settings.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    Has anyone had this issue fixed by customization in Nav2017? We really would like to be able to send multiple invoices by default rather than having to go through the Edit Email prompt.

  • Suggested answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    That is a good spot Robyn. I haven't noticed it before but apparently it doesn't send e-mail automatically if the e-mail address is missing on the Customer card, even though you have it defined in Document Layouts. Not much you can do though, but follow the steps you said.

    Robertas

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    Just the PDF with the first invoice.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    Point 2: Even when it is set to email use default settings, the edit email will open. I expected it would send automatically when set to use default settings. Under no conditions will it email automatically if the email is not on the Customer Page Address and Contact Fasttab. If I select the days worth of posted sales invoices and tell Nav to use the Sending Profile for each customer, it will open an Edit Email page for each posted invoice. However, we easily work around the issue by populating the Customer email field so that it works according to point 1.

    Mostly, we want to be able to have an email in the Customer Page and have the email go automatically while attaching multiple pages if that's what we've selected. However, it's not really an issue as we simply will choose Prompt for settings when sending multiple invoices to one customer.

  • Verified answer
    RobertasR Profile Picture
    RobertasR 5,002 on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    Hi Robyn,

    The first point is a known issue. I have tried it a month ago with the newest update at the time, and it didn't send the batch of invoices correctly. Fixed in Nav2018 so hopefully will be fixed in new update for nav2017 as well.

    Not sure what is wrong with point 2?

    Robertas

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Automatic Email Customer Sales Invoice Nav2017

    Does you pdf in option 1 you presented contains all the invoices in one pdf file or just the pdf with the first invoice?

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