[Tamara DeStefano]

Good morning everyone. We are having an issue with Collections Management has stopped attaching invoices to emails we send through it.  I’ve checked the settings and all appears correct, but still no attachments. 

Has anyone seen this issue in the past or have any suggestions?

Thanks!

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Tammy DeStefano
Senior Accountant
Phigenics, LLC

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[Steve Erbach]

I feel a little foolish making suggestions to someone as experienced as you,
! But the key phrase is, “has stopped”. So the question is, what has changed? Any updates to 3rd-party modules? GP updates? Any email system updates?

Regards,

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“Sparkly” Steve Erbach – QMS Manager and Business Development Analyst
GLC Minerals, LLC – Green Bay, WI
Co-Chair, GPUG WI (Green Bay) Chapter
GP 2016 R2 (16.00.0579) / MR 2012 CU16
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: twitter.com/serbach
——————————
Welcome to Dynamics!
You do not have permission.
Call Steve.
(hat tip: Lou Spevack)
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[Ben Dosso]

?Good Morning Tammy & Steve, Thanks for your input.

 

Tammy, in regards to this issue, as Steve stated, as anything changed in your process that you believe may/could have caused this?

Any recent upgrades, any recent changes to your invoices reports..?

 

Please let us know. 

 

Thanks

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Ben Dosso
Professional Advantage
ND
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[Tamara DeStefano]

Steve and Ben, Thanks for the follow up!

That’s what is strange, there haven’t been any changes to our system. Further, it seems to be hit or miss. Occasionally (maybe 1 in 10) the invoices attach. I’ve tried recreating when it attaches vs when it doesn’t and can not for the life of me find a pattern.

Everything appears setup correctly as far as I can tell.

The note even refrences that the Invoice was attached, 

But, no invoice is attached to the actual email

Any suggestions would be appreciated.
Thank you!

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Tamara DeStefano
Phigenics, LLC
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[Amy Schwent]

?We had the same issue and worked with Professional Advantage to get a work around.  We found the inconsistency when using the ’email’ button on the customer account.  When you use the ‘contact’ button instead it works.  Not an ideal solution, but it couldn’t find another option.  We are using Word Templates for our invoices, which may be part of the problem.  Since this work around was ok with us, we didn’t go any further.

Amy

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Amy Schwent
Vice President, Controller
CCA Global Partners
Earth City MO
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[Ben Dosso]

?Good Morning Tammy,

Thanks for your update.

A
Can you please provide the Collections About window?

Microsoft Dynamics GP > Tools > Setup > Sales > Collections About

B
Also are you currently using the Word Template functionality for your invoices?

  
Please let me know

Thanks

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Ben Dosso
Professional Advantage
ND
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[Tamara DeStefano]

Thanks for the suggestion Amy! We will give that a try.

Ben,   We are on Version 14.00.0073.000  14.b08  and yes we are using word templates for our invoices. Thanks!

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Tamara DeStefano
Phigenics, LLC
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[Ben Dosso]

?

Good Morning  & ,

Thanks for your input/ update.

 

I just wanted to notify you that in the latest Build of Collections Management, the word template feature has been revived/improved.
I recommend upgrading to this latest Build to take advantage on these improvements.

 

As of 08/31/2018 please see below the Collections Management latest Build available here.

 

• GP 2015 CM Version 14 Build 26
• GP 2016 CM Version 16 Build 17
• GP 2018 CM Version 18 Build 8

 

I also attached for your convenience the release note on GP 2015 associated with Version 14 Build 26 which goes over these improvements listed under CM-644 and BU-950

 

Please let me know how it goes after you complete this upgrade to the latest Build.

  

Have a good one!

??

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Ben Dosso
Professional Advantage
ND
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