How To Email Statements To Customers In Microsoft Dynamics Gp Applies to: microsoft dynamics gp original kb number: 4100822. there are two ways to send customer statements in current versions of microsoft dynamics gp: option 1 use the word template functionality general questions and answers. q1: which microsoft dynamics gp versions does this functionality apply to?. In the receivables management setup window, enter an e mail address in the status recipient box, and then select ok. this e mail address belongs to the person who will use e mail messages to send statements to customers. point to sales on the cards menu, and then select customer. in the customer id field, type a customer id.
How To Email Statements To Customers In Microsoft Dynamics Gp Open the company e mail setup window. from the administration page go to setup > company > e mail settings. click the sales series link. tick the customer statement (should be the last one on the list). click ok > ok. open the customer navigation list. from the sales page, click customers in the navigation pane. Un tick the customer statement (should be the last one on the list). click ok > ok. there! you should now be able to e mail your receivables statements using the historical gp function. that wasn’t too bad! the post how to email statements to customers in microsoft dynamics gp appeared first on encore blog. This is a great way to quickly email out a statement to a customer if they would request it outside of your normal statement cycle. when clicking the e mail button microsoft dynamics gp will e mail a customer statement to the customer that you have selected in the window. To create the criteria and print the statements, the user should follow these steps: select microsoft dynamics gp – tools – routines – sales – statements. enter the statement id. enter the statement description to define when and which customers the statement applies to. the address id should auto fill in once the initial parameters are.
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