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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Quick Send for OM Cons...
Microsoft Dynamics SL (Archived)

Quick Send for OM Consolidated Invoices

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Posted on by Mark E 6,451

There does not seem to be any configuration available for OM Consolidated Invoices to be setup to use Quick Send in SL2011FP1.  Am I missing something?  I have several clients who Consolidate multiple Shippers into a single Invoice, and they want to be able to send them electronically.

Same limitation appears to exist for DocShare?  Any thoughts on how to resolve this?

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  • Community Member Profile Picture
    Community Member on at

    Hi Mark E,

    After looking through my installation and documentation, there is no step up steps for the OM Consolidated Invoices for Quick Send and DocShare.

    The one way that you might be able to resolve this is by customizing a report so that it consolidates the shippers onto one report. Please keep in mind that support will provide no assistance with customized report as it falls outside of support boundaries.

    Also keep in mind that the Application Server will only pull certain reports. I have placed a table below that shows which position within the Report Control Maintenance Screen that Application Server will pull the report format.

    The reports listed below are the only reports that Application Server will run.

    The same Report may be allowed to run for DocShare as well.

     

    You may also want to look at the following KB article when creating your custom report:

     

    962985 Customized reports are blank when you send them by using Quick Send in Microsoft Dynamics SL
    https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;EN-US;962985

     

  • Mark E Profile Picture
    Mark E 6,451 on at

    Cory,

    Thanks.  Yes, I have read thru the same documentation, and was surprised not to find the OM Consolidated Invoice on the list (since it is a feature in the product to be able to do this).  Should this be submitted as an enhancement request?  Would like to see more flexibility in the setup of available reports with Quick Send.

  • Community Member Profile Picture
    Community Member on at

    Hi Mark E,

    This has already been suggested as a product enhancement. Please go and vote for this, the more votes that this receives the more likely this will become part of SL. The suggestion number is 684970.

  • Community Member Profile Picture
    Community Member on at

    has this been answered anywhere?  post from 2013, it's 2017 and we have the same question

  • Suggested answer
    CFROTON Profile Picture
    CFROTON 4,710 on at

    Good Day -

    This is still an active enhancement in the system.

    Thank you,

    Carolyn

    MSDSL Support Engineer

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