great Plains Customization: Automatic Sales Invoices emailing to the customers

Microsoft Dynamics GP modifications and custom programming scenarios should be considered with third party flourishes are too costly or too perplexing to implement. If this is the dogfight you can relatively speedily and cost effectively manufacture your own custom module.

We recommend to review such software progress tools as great Plains Dexterity, eConnect, SQL stored procedures, Modifier subsequent to VBA, GP Integration Manager. In this little proclamation we would later than to offer you customization specification for custom invoice mailer via email:

1. Writing PDF documents automatically for the comprehensive batch. The most elegant edit to accomplish this task is to deploy Dex cursor, which will arrive through each SOP invoice in the prearranged batch and will write this invoice into PDF file (where the pronounce of the file should be something unique, in imitation of invoice number). You have to deploy genuine PDF writer from Adobe, clear versions of PDF printers will not reach the job, as GP adroitness deploys PDF writer driver. There is one extra unmemorable to know you will dependence to set programmable stop in the middle of two invoices in the row, to offer PDF writer satisfactory get older to finish PDF generation (otherwise you will acquire blank invoices or invoices of the similar content)

2. Deploying SQL mail at the server. We recommend you to deploy SQL mail or xp_sendmail outstretched stored procedure. However further emailing options will in addition to accomplish the job. In order to avoid security problems (obviously you attain not desire every the GP users to have the right to slay xp_sendmail), we suggest you to sever emailing routine into SQL scheduled task (which could be executed say every 30 minutes)

3. Custom Invoice Status table. Here you will be logging invoice info, in the same way as skill cursor will area it for the later emailing, later subsequent to SQL mail will process the document you will regulate the status to completed or emailed

4. substitute email solutions. If you would in the same way as to deploy Microsoft Dynamics GP matter Portal, later interest review Electronic Document Delivery module for BP, as it allows you to map SOP invoices to be emailed or delivered to the customer automatically. Obviously good Plains thing Portal Implementation should agree to supplementary overhead, but this answer comes from MBS directly and its is supported by Microsoft

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