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FREE AXE SAMPLES BY MAIL UPDATE

This allows you to send emails to all people in your organization with a particular job title.

FREE AXE SAMPLES BY MAIL UPDATE

In Cumulative Update 7 for Dynamics AX 2012 R2 you now have the use of Tokens which allows you to use a token as a proxy for a record type in the system. If you send the invoice to batch instead of using your local Outlook Profile it will use the SMTP settings you specified in the E-mail Parameters.

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During the Invoicing process youВ would select the box for Print Management and based on this customer print management settings it will send the an email to the customer that has a pdf attachment of the invoice. Once you have completed the above you are at a point now where you can useВ Print Management when invoicing the client. Click E-mail and enter an email address for the customer in the To field.Click the вЂњ Save in Print ArchiveвЂќ checkbox.Click the arrow on the Destination Field and select Printer Setup.Right click on the Original and select Override.Click on the plus sign and expand the Customer Invoice.Select a Customer and click on the Edit button.Navigate to Accounts Receivable | Common | Customers | All Customers.The next set of steps is to setup print management at the Customer level which is the most common. What we have completed above is the module-level print management for the Sales Invoice. In the Subject field enter in a subject.Click E-mail and enter the email address in the To field.Click the Save in Print Archive checkbox.Click the arrow on the Destination field and select Printer Setup.Click on the plus sign to expand Customer Invoice.On the Form Setup page click on the Print Management button.

Navigate to Accounts Receivable | Setup | Forms | Forms Setup.

In order to email a Sales Invoice from a Batch you will need to have SMTP installed.Д¬onfigure Print Management to email invoices:.

In order to email a Sales InvoiceВ when posting the Invoice and not sending to batch you will need to haveВ Outlook installed onВ this machine where AX resides andВ have an active profile.

FREE AXE SAMPLES BY MAIL HOW TO

In this blog we will go over an example of how to email Sales Invoices in AX 2012В from the Sales Invoice form during invoicing (Uses your local outlook profile)В as well how to use the Batch Server to send emails (Uses SMTP). For example, module-level settings can be overridden at the customer or transaction level if not desirable.

In addition, you have the ability to override or add to the settings from higher levels in the application.

For example, module-level print settings apply to all documents in a given module, while customer-level print settings only apply to specific customers and transaction-level print settings apply only to specific transactions. Print Management gives you the ability to specify print settings at various levels of the application. Based on the settings for that particular customer it will either email, print a hardcopy, orВ whatever other method you have chosen. With the use of Print Management, you can set these options upВ per customer, and anytime you invoice the customer you can select Print Management. For example, some customerвЂ™s want their Sales Invoice emailed to them and some want a hard copy. This is a great time saver as you donвЂ™t have to set each of the settings based on the customers needs. Print Management in AXВ gives users control of print settings for selected reports.

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