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In the Customer Maintenance Window, you can now E-mail Statements with the click of a button. A new E-mail button can be found on the Menu bar of the Customer Maintenance Window. This is a great way to quickly email out a statement to a customer if they would request it outside of your normal statement cycle.
When Clicking the E-mail button Microsoft Dynamics GP will E-mail a Customer Statement to the customer that you have selected in the window. The settings from your 'BLANK FORM' statement ID will be used for this functionality. If a Statement ID of 'BLANK FORM' does not already exist in your company, then Microsoft Dynamics GP will create a new Statement ID with the name 'BLANK FORM' with the following settings:
Note: E-mail functionality is dependent on Word Templates being enabled and properly configured in your company. Please see KB4100822 for more information if needed.
For more detailed documentation on this new feature and others with the Release of Microsoft Dynamics GP 2018 R2, please check out our Microsoft Dynamics GP 2018 R2 New Feature Blog Series.
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