Microsoft Dynamics GP Invoice Emailing Add-On Notes

Dec 2
08:22

2009

Andrew Karasev

Andrew Karasev

  • Share this article on Facebook
  • Share this article on Twitter
  • Share this article on Linkedin

If you have Microsoft Dynamics GP, formerly known as Great Plains Dynamics or eEnterprise, implemented in your organization as Corporate ERP, we would like to offer you this small publication, where we are describing our small add-on, allowing you to email Sales Order Processing invoices to your customers via SQL Mail (SQL 2005 or 2000) or MS SQL Server 2008 Database Mail

mediaimage
Troubleshooting SQL Mail and 2008 Database Mail,Microsoft Dynamics GP Invoice Emailing Add-On Notes  Articles we figured out, that we have to clearly communicate to the customer, that both methods require SQL stored procedure to pick Adobe PDF file (SOP Invoice PDF print) locally on MS SQL Server 2008/2005/2000 hosting Server.  This fact is clearly described in our documentation, but if you have additional questions or need installation help, feel free to check with us.  Let's move on to the describing paragraphs:1. Introduction.  The Invoice Printer/Emailer module is created for printing and emailing of unposted sales invoices by batch range and/or by sales invoice number range. 2. On the Microsoft Dynamics GP menu, choose Tools >> Setup >> Sales >> Invoice Emailing Setup to display the Invoice Emailing Setup windowThe PDF Invoice Location is the path where the PDF invoices will be saved. This location should be accessible by the SQL Server 2008.
Default Email Subject is the subject for the email when sending.
Default Email Body is the email message. At the end of the message is where the invoices numbers will be appended automatically.
OK button saves the contents of the window.
3. Printing and Emailing Invoices.  Use the Invoice Print/Emailer window to print or email unposted sales invoices.  If the email address for the primary billing customer address in the invoice is supplied, then the sales invoice(s) will be converted to PDF and emailed to the customer, otherwise it will be printed to the default printer. It is assumed that SQL Mail has been setup for SQL Server 2008 in order for emailing to work. Plus, Adobe PDF Writer should be installed in the machine where the Invoice Print/Emailer is being executed.  On the Microsoft Dynamics GP menu, choose Reports >> Sales >> Invoice Print/Emailer to display the Invoice Print/Emailer window.Enter the batch and/or sales invoice ranges to print or email the invoice.If there is an email entered in the Internet Information window for the customer ID and primary billing address of the invoice, then the invoice will be emailed as PDF file attachments. Otherwise, it will be printed on the default printer.