STEPS:
Step 1. Go to
Microsoft Dynamics GP|Tools|Setup|Company|Email Settings.
a. Mark the Document Options and File Formats you want to allow. (This creates the pick-list you see when you set it up for each vendor.)
b. Click on the
Purchasing Series link and mark the checkbox for
Vendor Remittance. (Keep it simple as possible for testing. Don't use a Message ID yet.) Click
OK. Click
OK again to close the window.
Step 2. Go to
Cards|Purchasing|Vendor. Select the Vendor ID that you want to send the remittance to.
a. Next to the Address ID, click on the
'i' button to open the
Internet Information window. For testing, enter your own email address in the
TO: section for E-Mail Addresses at the top. (Once it is working, you can edit it later to be the vendor's email address.) Click
Save and close the
Internet Information window.
b. On the
Vendor Maintenance window, click the
E-mail button. In the bottom section, mark the checkbox for
Vendor Remittance and choose which Format to use. (We recommend to test with
.docx or
.html first just to get it working.)
Step 3. During the Payables checkrun process:
a. Outlook must be open on the same workstation that Dynamics GP 2010 is on.
b. Build a computer check batch and select
EFT as the Payment Method for the new batch.
c. When you click to print checks, you will get a
Process Payables Remittance window instead of a
Print Checks window, since it is an EFT and not a check. Mark the radio box for
Remittance Form, and also mark the checkbox for
Send Document in E-mail. Click
Process.Step 4. You should receive the test email for review. Once you have tested and the emails are working successfully, make sure to change the email address on the vendor to be their email address and not yours.
Step 5. Verify in your
Sent Items folder in Outlook that the emails went out. (They could still be in the Outbox too, so make sure they are not stuck there due to Outlook settings.)
If these steps don't work for you, please open a support incident or refer to the
Report Writer manual for more information on using Word Template functionality. If you have questions on how to modify the Word Template, refer to the Report Writer manual or open a support case. Please note that the assistance we will provide with Word Template modifications is outlined in Knowledge Base (KB) #
850201. Anything beyond what is outlined in this KB article may be considered a consulting expense, and beyond what we can do in a regular support case. Please refer to our policy outlined below:
850201 Guidelines that Microsoft support professionals use to determine when a support case becomes a consulting engagement for Report Writer, SSRS, Word Templates, SmartList Builder, SQL scripts, Business Alerts, VB Script, Modifier/VBA and Configurator Files
https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;EN-US;850201