You can seamlessly use them when printing a report to Docentric Email print destination, but for the solution described in this article we are developing a custom emailing procedure. If you are already using Docentric AX Free or Full Edition, you are probably familiar with the feature-rich emailing capabilities it offers, such as Docentric Email print destination with the email body editor and placeholders, as well as email processing, unresolved email tokens handling, etc. The exact path will be saved on the invoice journal and will be used in the emailing step. The above settings will be applied, and the printed file will be saved on Azure Blob storage based on the configured Azure blob path (Blob container + Blob path + File name). While posting, we will print invoices by using Print management. Besides the mandatory information for Output filename and format, we also enable the Save to Azure storage option and enter the values for Blob container and Blob path: Print management for Sales Invoice report should be configured as Docentric File print destination. You can check the previous article for more details about the implementation. In this event handler, if the report being executed is invoice, we store the information about the Azure blob path of the printed invoice document. We implemented an event handler that is invoked when the printing of a report to Docentric File print destination is completed. We extended the CustInvoiceJour table and Invoice journal form with fields that allow us to save the information about the posted document location and to track if it was emailed.ĭocReportRunDelegates_reportExecutionEnd event handler It is explained in detail in the previous article, but let’s repeat the most important points. Reused elements of the "billing-period" solutionĪs written above, the first step, posting and printing, is the same in both "billing-period" and "non-billing-period" solution. Finally, procedure sends the fetched files in a single email to each customer.This is different from the "billing-period" solution, where we fetch the files based on the invoice date that matches the selected billing period. The procedure fetches all files to be sent for the selected customers.The step is performed as batch or interactive procedure, which is implemented as part of this, "non-billing-period" solution.Step 2: Collect and email the printed invoices. We will re-use it for the "non-billing-period" solution. This feature has been implemented in the "billing-period" solution, as an extension of standard invoice posting. Location of the printed output file on Azure Blob storage is automatically stored on the Invoice journal.This is a standard feature of Docentric AX Free Edition, and no customization is required. It is configured to save each generated invoice as a separate file on Azure Blob storage. Docentric File print destination is used for printing.The step is performed as the standard D365FO batch or interactive invoicing.Step 1: Post and print the selected sales orders to Azure Blob storage. We can roughly divide the process into two steps: We want to base the solution on the standard D365FO invoicing, let D365FO post and generate the invoices, which we will store on a known location and later execute a separate procedure that will collect and send them in the single email. The prerequisite is to install Docentric AX Free Edition first, and the solution provided in this article on top of that. Feel free to use it as is or adjust it to your needs. You can download the solution that supports both the requirements from this and the previous article. Article and downloadable solution were welcomed by our users, whose feedback gave us an insight to their real-life requirements, such as the one covered in the article you are reading ("non-billing-period" solution). This article describes a solution to this situation, emailing multiple invoices in one email from D365FO.Ī while ago we published an article about the solution to the similar requirement: sending one email with all invoices generated for a customer during a certain billing period (let’s call it "billing-period" solution). They will probably ask you to send them only one email with all invoices. Learn more >ĭoes it happen in your type of business that some customers have multiple sales orders in short period of time, for example in one day? During the D365FO batch invoicing, if invoices are sent via email, such customers would get multiple emails in the same day. The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article.
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