1/21/2024 0 Comments Sending an invoice through email![]() ![]() It can be easily achieved with Docentric AX Free Edition. This is the error message we get when we try to print the invoice for this customer using standard D365FO emailing:Īs stated in the beginning, we want to automatically print this invoice to the printer instead to email. Below is an example of one such customer, it has a primary business contact, but no Invoice purpose email token in this case will be unresolved and email message To field will become empty, therefore such email message can’t be sent. It is more interesting to see what we can do about a customer without the Invoice purpose email contact. ![]() Unresolved email tokensĪbove example demonstrates a "happy flow" and it isn’t anything fascinating. When the invoice for the customer with the above contact information is printed, the email token will be resolved as and email will be sent to that address. In the email print destination settings you would now use the email token in the To field, to specify that you want this email address to be used: Then you can use that purpose when adding email contact information: This requires that you specify the Invoice contact information purpose in the Address and contact information purpose form. Let’s say that you want to maintain the email contacts with the Invoice purpose. Download now > Invoice purpose and email tokens The solution described here uses Docentric Free Edition, a D365FO Add-In completely free of charge. Otherwise, print the Sales invoice to a selected printer and send it via postal mail. See the mind map above: if the contact email of the invoiced customer is known, send the report via email. I will demonstrate the redirection on the example of the Sales invoice report. You can think of this behavior as a report redirection and let’s see how to achieve it. In other words, you want to email or print invoice from D365FO, based on the customer's contact email address availability. As a fallback option, you might decide to automatically print such invoices, without the user’s interaction. Anyway, such an invoice can’t be emailed. Here is the problem: sometimes it happens that a customer's contact email address doesn’t exist in the system, because the customer doesn’t want to be contacted via email, or due to the poor data quality. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Business processes related to invoicing often require invoices to be emailed to the customers after posting. ![]()
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