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Customer Invoice Emails

  • 1.  Customer Invoice Emails

    GOLD CONTRIBUTOR
    Posted 07-24-2018 10:53 AM
    ​We have several customer set up with email addresses for their invoices.  The email addresses are set up in print management.  When our branch locations generate the invoice, is there a way to default the printing to only select the print management option on customers that have the invoice email set up?  Currently our locations have to keep a list of customer who require emailed invoices and alter their invoice printing each time they go to invoice a customer that does not want emailed invoices.

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    Michelle Jones
    Staff Accountant
    Redneck Trailer Supplies
    Springfield MO
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  • 2.  RE: Customer Invoice Emails

    Posted 07-25-2018 06:01 AM
    In print management, there is a "Do not print" flag that you could use if you don't want to customize the printing.  You'll have to do this for each customer (but only once unless they change preferences).  Go to customer > Print management > Expand Account / Documents / Customer invoice > Right-click "Original <Default>" and click "Override".  Then check the "Do not print" option.  Or you can select other options that prevent the e-mail from getting to the e-mail on the account (put a dummy e-mail for example) so that in the event you do need to print an invoice, the "Do not print" option will not prevent that.

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    Richard Wu
    Bicon, LLC
    Boston MA
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  • 3.  RE: Customer Invoice Emails

    GOLD CONTRIBUTOR
    Posted 07-25-2018 09:49 AM
    Richard-
    I was hoping that was in 2012 R2 CU7 - but it doesn't appear to be. What release are you on?

    thanks,
    Carol

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    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
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  • 4.  RE: Customer Invoice Emails

    Posted 07-26-2018 05:56 AM
    Print management should be in there for all 2012 versions.  According to Microsoft: "Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012"

    Print management setup (form) [AX 2012]

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    Richard Wu
    Bicon, LLC
    Boston MA
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  • 5.  RE: Customer Invoice Emails

    TOP CONTRIBUTOR
    Posted 07-25-2018 11:21 AM
    ​There is, but it increases the complexity of the print management setup quite a bit.
    With print management, you can setup a rule on a transaction, a customer, or at the module level.
    The smallest change to what you describe, is to set your module level print management to print somewhere, then for each customer that wants it emailed, go to that customer's print management and setup an override to the module level setting that goes to email.

    You may want to put a cc on the emails to go to a shared mailbox at your company, so you can be sure the email went out as expected.

    It is possible to setup rules at the module level that use the advanced query filters to send the emails whenever you put an email on the customer, but out of the box the feature is very delicate. We typically add a couple small customizations to make it more reliable.

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    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
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  • 6.  RE: Customer Invoice Emails

    GOLD CONTRIBUTOR
    Posted 07-25-2018 04:05 PM
    Check out this link, it might help:

    https://community.dynamics.com/ax/b/axtipsbyfredrik/archive/2016/08/30/e-mail-invoices-with-a-smarter-dynamic-print-management-setup

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    Ryan Sorenson
    Sunrise Technologies
    Riverton UT
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  • 7.  RE: Customer Invoice Emails

    TOP CONTRIBUTOR
    Posted 07-27-2018 11:15 AM
    ​Hi Michelle...we recently started using print management to email invoices for select customers.  Some customers want their invoices emailed, some want them snail mailed, while some have a portal we need to submit on.

    We are batching our invoices and using print management when the batch job runs.  Our batch job runs on a 15 min interval.  So as shipments occur, invoices are either emailing or printing every 15 minutes, automatically with no user intervention.

    Feel free to message me...

    Lori


  • 8.  RE: Customer Invoice Emails

    Posted 08-03-2018 06:57 PM
    Hi Michelle,
    We set this up in both our R2 environment, and now in D365 as well.  If a customer wanted their invoices emailed, we set up their email address with a purpose of "recruit".  We weren't using this purpose for anything else, so we made it our "email invoice email" (we could then leave multiple other contact email address set to invoice for record keeping).  We set the module level print management to print to a printer, then used the customer specific override print management functionality to email to contacts with purpose of recruit.  We then set up the invoice batch job to use print management settings.  It would then email those customers who had an email set to a contact purpose of recruit and the override set up, and if not, it would print the invoice.  I'm pretty sure we were CU7- so I'm thinking you should have all of this functionality!

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    Jessica Vaughn
    Magpul
    Louisville CO
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  • 9.  RE: Customer Invoice Emails

    TOP CONTRIBUTOR
    Posted 09-18-2018 04:24 PM
    Hi all...we are looking to add more details to the emails which are sent directly from AX to our customers.  Right now the emails being sent are very generic.  The email contains a recipient, a generic subject and a PDF attachment.  All based from print mgmt settings...

    Does anyone send emails which are more 'personal'?  Perhaps including the customers PO's number in the subject and body of the email?  If so, how did you do it?

    Thanks.

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    Lori Holmes
    NJ Chapter Leader
    AXUG Board of Directors
    Hamamatsu Corporation
    Bridgewater, NJ
    LHOLMES@hamamatsu.com
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  • 10.  RE: Customer Invoice Emails

    GOLD CONTRIBUTOR
    Posted 09-19-2018 08:40 AM
    The emails are generic, we did a lot of customizations to improve the emails, The formatting and adding text is fairly easy. We had to add data to the emails and had to link out to tables and at time other tables not already attached to the email.
    We also wanted to route the emails to different users and copy to other users. We were able to most of the work ourselves (when I was a user)

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    Barr Snyderwine
    Business Solution Architect
    Avanade
    Middletown MD
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  • 11.  RE: Customer Invoice Emails

    Posted 09-19-2018 09:51 AM
    Hi Lori,

    There are email templates you could pursue which will provide you with the flexibility to create customized verbiage in the body of the email.  Here are a few articles which might point you in the right direction.  Hope it helps!

    Creating Automatic Email Confirmations From Dynamics AX

    Configure email functionality in Microsoft Dynamics AX



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    Lynn Litzau
    Functional Consultant
    Stoneridge Software
    Barnesville MN
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  • 12.  RE: Customer Invoice Emails

    TOP CONTRIBUTOR
    Posted 09-20-2018 02:43 AM
    If you want to be super smart, you can use this blog to set up print management with a condition that effectively says - if an email is set for customer, send them email, but if none is set up do not attempt to send email.
    https://dyntips.com/2016/08/30/e-mail-invoices-with-a-smarter-dynamic-print-management-setup/

    A simple method - you can flag your customers (let's say by "Line of Business" with one of 2 values of "Send Email" and "Do Not Send Email" (this is easy to track, mass modify, manually modify)

    Then you can set 2 print management records, one for the "email" customers to send them emails, and the other to simply print the invoice.

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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  • 13.  RE: Customer Invoice Emails

    TOP CONTRIBUTOR
    Posted 09-20-2018 09:27 AM
    Many thanks for the replies, we will review.

    Very best.

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    Lori Holmes
    NJ Chapter Leader
    AXUG Board of Directors
    Hamamatsu Corporation
    Bridgewater, NJ
    LHOLMES@hamamatsu.com
    ------------------------------