Email customer Statement to main email

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Posted on by Anita75

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Hi All,

When trying to email customer statement we get this error:

"The target email address has not been specified on the document layout for Customer"

I know if we set up email under document layouts we can get email working. What I want to know is how to send emails to default email (under address in customer card).

Idea here is if we are using one email per customer we don't have to populate document layouts, and if we do I think we have a import from configuration package as we have many records

Thanks

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Dynamics 365 Business Central

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JAngle 133 on at

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Remove the data in the document layouts for a statement. Set an email address on the customer card and set a document sending profile to use email.

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Happy New Year Anita75,

I am working in a BC NA version and my Customer Statement report 10072 pulls from the Customer Card the email address. If you are using the Report 1316, Standard Statement,

Lets check if you have everything working... There are a couple of steps to take here.

1. Configure SMTP Server (search for SMTP Mail Setup)

2. Test SMTP by sending a test message

3. Search for Custom Report Layouts

4. Click New and then in Insert Build-in Layout for:

=> Report ID: 1316

=> Insert Word Layout: check

=> OK

NOTE: here you can also import and change the layout so that it meets your business requirements!

5. Search for Report Selection Sales

We will insure the following is configured:

- Usage: Customer Statement

- Report ID 1316

- Use for Email Body

- Use for Email Attachment

- double click on field Email Body Layout

- OK

- in Report Selection Sales, press ESC

Result: A layout is selected, typically called New Layout.

6. Search for Customers, Edit one of the customers (use one that has <> 0 in Total Sales to avoid the report being empty)

7. Select Navigate, Document Layouts

Let's do the following to configured:

- Usage: Customer Statement

- Report ID: 1316

- Custom Layout Description: New Layout

- Send to mail: type in the wanted mail address

- Use for Email Body: checked

- Email Body Layout Description: New Layout (or the custom name earlier created)

8. OK

Now you should be able to send an E-mail with a statement after selecting Report, Statement.

Try these steps.

Thanks,

Steve

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Anita75 1,165 on at

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Thanks for detailed steps ..checked all except last step, step 7 where you defined Document Layout per customer. This is the step I do not want to do as I don't see the logic of this extra step as we want to get the email address from main email under address and contact tab. I want document layout to look like below:

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JAngle 133 on at

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Would suggest running the debugger on the this. If you don’t have the document layout/don’t want it and it still produces that message something else must be at hand. Don’t think you can get a more practical setup list than what has been mentioned so technical tools are the best way forward.

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Anita75,

I concur with Josh. I think we are at the debugger point. If your Report Selection Sales for Customer Statement is set to the correct Report ID, then you will need to debug since this should work. Try debugging and see what pops.

Thanks,

Steve

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Anita, Please check custom report layout selections, if you have a custom report layout setup and if the "Use Email from Contact" is setup as true then it uses the email address from the Contact Card of that customer.

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Reshma525 20 on at

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where do i see this?

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JohnDev 5 on at

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Hi, I have looked into this and debugged the process. I believe that there is no longer a way to email customer statement without setting up custom document layouts per customer. I will report this as a bug to Microsoft because in this case the system should default to prompting for settings.

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Samantha73 3,255 on at

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I couldn't get emailing to main address working and end up creating custom document layouts and IMHO this is a waste of time

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