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Feature of the Day: E-mail

  • Artikel

E-mail

Module: System

Why this feature is cool!

This feature allows users to quickly and easily e-mail single documents, batches of documents, and/or multiple documents from a list within the system.  The user can select which documents they would like to send and also select which customers/vendors should receive their documents in e-mail.  This feature also integrates to the Microsoft Word forms feature shipping in Microsoft Dynamics GP 2010 (coming in a later Feature of the Day update!).  Therefore, the user can send the customized Microsoft Word forms that they have created to their customers and vendors.

· Documents Supported:  Sales Quote, Sales Order, Sales Fulfillment Order, Sales Invoice, Receivables Invoice, Receivables Return, Receivables Debit Memo, Receivables Credit Memo, Receivables Finance Charges, Receivables Warranty, Receivables Service/Repair, Standard Purchase Order, Blanket Purchase Order, Drop Ship Purchase Order, Drop Ship Blanket Purchase Order, Vendor Remittances

· Documents can be sent as either an HTML, XPS, PDF, or DOCX attachment

· Documents can be embedded into the body of the e-mail.

· Customized messages can be created for each document and customer/vendor combination.

· Multiple documents can be combined and sent in a single e-mail.

· Documents can be sent to a To, CC or BCC address.

· Can direct replies to a specific individual or address.

What does it look like?

Setup (Microsoft Dynamics GP | Tools | Setup | Company | E-mail Settings):

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E-mail Detail Entry (the E-mail Detail Entry expansion off of Customer ID):

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E-mailing from a List (Send in E-Mail button)

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Comments

  • Anonymous
    January 26, 2010
    Hi, This is very much required feature... This is great freature included in Dynamics GP 2010. Santosh

  • Anonymous
    January 27, 2010
    My company is currently on GP 10 but I don't see this feature. What service pack should I be on to see this feature?

  • Anonymous
    January 27, 2010
    Sorry Timothy, this is a NEW feature coming in Microsoft Dynamics GP 2010, set to release later this year.   AndyW

  • Anonymous
    January 27, 2010
    does it support other mail systems apart from outlook?

  • Anonymous
    January 27, 2010
    Yes, this feature will work with any MAPI compliant email client.  Thanks! AndyW

  • Anonymous
    February 02, 2010
    Do you know if this allows a batch of invoices to be emailed and then automatically add attachments from a file share?

  • Anonymous
    February 02, 2010
    You can email a group of invoices from a List in Dynamics GP, and it will include as an attachment the Microsoft Word invoice (or in the format of PDF/XPS/HTML).  It does not include capabilities to add additional file attachments from a file share however. AndyW

  • Anonymous
    February 02, 2010
    Well it seems like it should be something relatively easy to add. I created a solution in excel years ago using VBA that would create an email programmatically and attach a file based on the path in a cell in the spreadsheet. When we invoice a customer we need to include backup for the invoice, which might a pdf scan of timesheets, receipts or something similar. Your solution doesn't solve a basic need and we are forced to either buy a separate product or do this manually. Is this something you are interested in working on? If so I would give you my contact info. Thanks

  • Anonymous
    February 02, 2010
    In the screenshot for Sales E-mail Setup, I do not see an Enable Checkbox for "Sales Returns".  Can SOP Return Documents be able to be setup for e-mail?

  • Anonymous
    February 02, 2010
    SOP Return documents are not currently included. As for your feedback Trevor, I'll pass this along to development so they can add these features to the list for future consideration.  Thank you! AndyW

  • Anonymous
    February 02, 2010
    Unfortunately, the inability to setup e-mails for SOP Returns, or SOP Backorders (that's missing from the screenshot too) means that we will need to continue to use a third-party software to fulfill those business needs.  I completely respect the development team, and the hard work they have done to get GP as far as they have gotten it.  But I must say I'm very disappointed.  Providing a feature for only 4 out of the 6 SOP document types seems illogical.  Please convey my disappointment to the development team. Thank you for everything else, though.

  • R.

  • Anonymous
    February 02, 2010
    Thanks for the feedback Jeffrey...I will most definitely pass this feedback along. AndyW

  • Anonymous
    February 03, 2010
    Hi Nice feature, but it would be useful if this was more comprehensive and included Field Service Quotes and Service Call reports. It looks a bit of a lottery regarding only extending into email for certain apps and reports. Can these be added through the SDK for other reports easily? Thanks Rod

  • Anonymous
    February 09, 2010
    Maybe I am missing something basic, but when I tried to email a report, I was given a message "you must activate word template functionality to send documents." I can't find where to activate the word template functionality. Thanks, Kevin

  • Anonymous
    February 09, 2010
    in addition, it would be great to include AP inovices as well. There is a thriving cottage industry out there (3rd parties) addressing this issue - not sure why MS isn't getting into the game.

  • Anonymous
    February 09, 2010
    Kevin, try going to Reports >> Template Configuration and enable the Word forms for your company and documents.  For more help, click F1 and search for "e-mail setup checklist".  Take care and good luck! AndyW

  • Anonymous
    February 11, 2010
    Is there any way to track that the email was sent to the customer?  This is a common request when we talk about emailing documents from the system.

  • Anonymous
    February 11, 2010
    Yes, there are two tables that are added to the Company database that track each email sent from the system (SY04910 and SY04915).  Hope this helps! AndyW

  • Anonymous
    March 19, 2010
    Is there any plans to add this feature to the payroll module? It would be helpful to be able to e-mail direct deposit slips to employees if they so choose. Thanks! Jennifer

  • Anonymous
    March 19, 2010
    Thanks for the suggestion Jennifer!  We are evaluating our plans right now for future email capabilities and will make sure this is on the list!  Take care, AndyW

  • Anonymous
    April 13, 2010
    Hi, are EFT remittance advices supported?  I see Vendor Remittances on the list of supported docs but I'm not sure if that means overflow from check printing or EFT remittances. Thanks, Vip Kumar

  • Anonymous
    April 14, 2010
    Hi Vip, Yes, that is included as well in the email feature! AndyW

  • Anonymous
    April 15, 2010
    Any chance this will be extended to the Invoicing module?  We have several clients that don't need the complexity or cost of SOP.  We also use Invoicing in-house - but mostly because we started using GP before the SOP module was available, and just never needed to make the jump and leave behind our history.

  • Anonymous
    April 15, 2010
    We have no plans to add anything to the Invoicing module including this.  Thank you for the feedback. Pam

  • Anonymous
    April 27, 2010
    Does this work with SMTP mail? May

  • Anonymous
    April 29, 2010
    When will this feature be available?

  • Anonymous
    April 29, 2010
    May - Yes! John - With the release of GP 2010...which is May 1st!

  • Anonymous
    May 03, 2010
    My company is running GP 2010 and we can not figure out how to email EFT remittances.  I tried doing what I see above but under company all we have is internet information.  I figured that would be what I needed to I entered some information but we dont have a "send in email button."  Is this feature something that has to be added on or is it standard for all GP 10?

  • Anonymous
    May 03, 2010
    Hi Deroyne, This feature is ONLY a part of the new GP 2010 release, which just started being available to customers today essentially. If you are using GP 10 or an older version, you will not get this feature until you upgrade to GP 2010.  Sorry for any confusion, AndyW

  • Anonymous
    May 25, 2010
    The comment has been removed

  • Anonymous
    August 04, 2010
    Hi, I am not using Outlook as email program.  Where do I go to setup the MAPI so that I can use the GP email functionality.  I went to Tools>Setup>Company> Email Settings and it keeps telling me that "Connection to MAPI server npot available.  Unable to send e-mail and select addresses. Thanks, Anna

  • Anonymous
    August 06, 2010
    Hi Anna, What specific e-mail program are you using? Is it an application installed on your computer or one you access over the internet? AndyW

  • Anonymous
    August 20, 2010
    I am having the same problem as Anna. We are using Lotus NotesDomino as our email application and it is installed on the machine. Thanks, Frank

  • Anonymous
    April 29, 2011
    Errol, I am not seeing the ability to email customer statement using the new approach in GP2010 - even in R2. GP appears to be looking for the 'old' PDFwriter approach to do this.  Am I missing some setting here? Thanks! Ranjit

  • Anonymous
    May 02, 2011
    No changes to email on R2 except that we added SOP Returns.  Email statements was not part of the email release in v2010.

  • Anonymous
    June 06, 2011
    My company has GP 2010, and we do not have this feature.  What do we do?

  • Anonymous
    June 08, 2011
    I am using Outlook 2010 64 bit on Windows 7 64 bit.  I have installed GP2010 and am getting the 'Connection to the MAPI server not available' message when trying to access the Email Setup window or email any sales document.  I see on other posts that it says that this feature will only work with Office 32 bit - Is this correct?

  • Anonymous
    June 08, 2011
    Allison - Currently it is only available for Office 32-bit.  You are correct.

  • Anonymous
    June 08, 2011
    Hello Errol, Is there a way to email the SOP Short forms as well?  e.g. SOP Short Invoice, Short Order, etc.   Also, how about the Picking Ticket and Packing Slip?  Is that functionality available with R2 or coming soon?  I am really hoping you have a positive answer! Thank you! Tamara

  • Anonymous
    June 08, 2011
    Tamera, We support the blank forms only at this time. Jay

  • Anonymous
    July 17, 2012
    Hello Errol, Is there a way to set the email for sending invoices a specific email (Our AR) in one department, and have another department default to the GP users email?

  • Anonymous
    July 17, 2012
    There is one default email, so it does not change per role.

  • Anonymous
    July 24, 2012
    When sending word templates via email from the SOP window, the document is only sent in the functional currency, even though the view is originating. However if you use the print button and select the send by email with the print window set as originating, the document is sent in originating currency. Is there a way of sending in originating currency from the main screen?

  • Anonymous
    August 07, 2012
    This was a bug that is fixed in GP 2010 Service Pack 3. Pam