{"id":573,"date":"2015-09-07T18:06:52","date_gmt":"2015-09-07T23:06:52","guid":{"rendered":"http:\/\/www.terrcon.com\/dynamics-gp-support\/?p=573"},"modified":"2018-01-11T19:05:03","modified_gmt":"2018-01-12T00:05:03","slug":"dynamics-gp-email-functionality","status":"publish","type":"post","link":"https:\/\/www.terrcon.com\/dynamics-gp-support\/2015\/09\/dynamics-gp-email-functionality\/","title":{"rendered":"Dynamics GP Email Functionality"},"content":{"rendered":"
\n

Download PDF version of this article.<\/a><\/strong><\/p>\n<\/div>\n

\n

By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an email message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select which documents you can send and which customers and vendors should receive their documents in e-mail.<\/p>\n

You can send the following documents in e-mail.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
\u00a0Documents<\/span><\/th>\n<\/tr>\n
Sales Quote<\/td>\nReceivables finance charges<\/td>\n<\/tr>\n
Sales Order<\/td>\nReceivables warranty<\/td>\n<\/tr>\n
Sales Fulfillment Order<\/td>\nReceivables service\/repair<\/td>\n<\/tr>\n
Sales Invoice<\/td>\nStandard purchase order<\/td>\n<\/tr>\n
Receivables Invoice<\/td>\nBlanket purchase order<\/td>\n<\/tr>\n
Receivables Return<\/td>\nDrop-ship purchase order<\/td>\n<\/tr>\n
Receivables Debit Memo<\/td>\nVendor remittances<\/td>\n<\/tr>\n
Receivables credit memo<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

A document can be sent in either an HTML, XPS, PDF, or DOCX file format type. You also can combine multiple documents to be sent in a single e-mail.<\/p>\n

Sending customized messages<\/strong><\/p>\n

You can create predefined messages to send to your customers and vendors. These messages can be assigned to the documents that you want to send in e-mail so all customers or vendors receive the same message for selected documents. For example, you can send a promotional message to your customers when sending sales quotes in e-mail. You also can assign a specific message to an individual customer or vendor. For example, you can send a holiday greeting message to a customer. When you create a message, you can enter an e-mail address so your customer or vendor can reply to your e-mail.<\/p>\n

Setup Customer Emails<\/span><\/strong><\/p>\n

    \n
  1. Open the Customer Maintenance screen\u00a0(Cards>>Sales>>Customer)
    \n\"great<\/li>\n
  2. Click on the Address button<\/li>\n
  3. Select your customer ID and Address ID
    \n\"support\"<\/li>\n
  4. Click on the Internet Button
    \n\"support<\/li>\n
  5. Enter the email address for this Customer\/Address combination<\/li>\n
  6. Click Save to save your changes.<\/li>\n<\/ol>\n
    \n

    Setup Customer Email Preferences<\/span><\/strong><\/p>\n

      \n
    1. Open the Customer Maintenance screen (Cards>>Sales>>Customer)
      \n\"tech<\/li>\n
    2. Select your customer and click on the Email button
      \n\"dynamics<\/li>\n
    3. Select the options for this customer, including a Message ID and Format for the Form you enable<\/li>\n
    4. Select OK to save your changes.<\/li>\n<\/ol>\n

      You can follow similar steps on the Vendor Maintenance window.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      Download PDF version of this article. By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an email message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"generate_page_header":"","footnotes":""},"categories":[1,17],"tags":[18],"class_list":["post-573","post","type-post","status-publish","format-standard","hentry","category-dynamicsgphelp","category-dynamics-gp-tech-tips","tag-gp-tech-tips"],"yoast_head":"\nDynamics GP Email Functionality<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.terrcon.com\/dynamics-gp-support\/2015\/09\/dynamics-gp-email-functionality\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamics GP Email Functionality\" \/>\n<meta property=\"og:description\" content=\"Download PDF version of this article. By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an email message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select ... 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By using the e-mail functionality in Microsoft Dynamics GP, you can embed documents into the body of an email message or send documents as attachments. You can send a single document, batches of documents, or send multiple documents using lists. When setting up the e-mail functionality, you can select ... 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