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    • b.

      Enable the documents that you would like to email and set up the corresponding Message ID’s. (Please refer to the Dynamics GP documentation and online help for more details on setting these up.)

    • c.

      The following documents will be available for replacement with GP Reports Viewer:

      • i.

        Sales Quote

      • ii.

        Sales Order

      • iii.

        Sales Fulfillment Order

      • iv.

        Sales Invoice

      • v.

        Sales Return

    • d.

      Make sure to review the section on Modifying a Report for Use with Sales Order Processing. If you are upgrading from a previous version of GP Reports Viewer, you will need to add an additional parameter to your reports to enable emailing.

    • e.

      Note that only the blank formats of reports are available for emailing from Dynamics GP.

  • 3.

    Set up emailing for Customers:

    • a.

      Open the Customer Maintenance window. Cards >> Sales >> Customer

    • b.

      Click the E-mail button to open the Customer E-mail Options window.

    • c.

      Select Send Documents as Attachments.

    • d.

      Optional – select Attachment Options.

    • e.

      Enable documents that you will want to email to this customer and the corresponding Message ID.

    • f.

      IMPORTANT: Choose HTML for the Format to allow emailing with GP Reports Viewer.

    • g.

      Enter email addresses for the Customer in the E-mail Addresses section of the Internet Information widow.

  • 4.

    Set up emailing for the Purchasing Series:

    • a.

      Open the Purchasing E-mail Setup window. GP >> Tools >> Setup >> Purchasing >> E-mail Settings

    • b.

      Enable the Purchase Order document and set up a corresponding Message ID. (Please refer to the Dynamics GP documentation and online help for more details on setting up email Messages.)

    • c.

      Make sure to review the section on Modifying a Report for Use with Purchase Order Processing. If you are upgrading from a previous version of GP Reports Viewer, you will need to add an additional parameter to your reports to enable emailing.

    • d.

      Note that only the blank formats of reports are available for emailing from Dynamics GP.

  • 5.

    Set up emailing for Vendors:

    • a.

      Open the Vendor Maintenance window: Cards >> Purchasing >> Vendor

    • b.

      Click the E-mail button to open the Vendor E-mail Options window.

    • c.

      Select Send Documents as Attachments.

    • d.

      Optional – select Attachment Options.

    • e.

      Enable Purchase Order and the corresponding Message ID.

    • f.

      IMPORTANT: Choose HTML for the Format to allow emailing with GP Reports Viewer.

51

Flexible Solutions, Inc. – GP Reports Viewer

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