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Emailing Invoices oddity
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Emailing Invoices oddity
We have been using the email functionality for quite some time now sending out SOP invoices. Our users send the email from a batch using “Send Documents in email” under Sales Documents Print Options. Works like a charm. One of our new users forgot to send the email before posting the batch, so I told her just to do an Inquiry to that document and hit Email in the ribbon. When she did she got a message that ” A Word Template must be assigned before sending this document”. I’m not sure what is going on. In Reports>>Template Maintenance the SOP Blank Invoice Form(Modified) is assigned to the company and set as default. Are these two processes( batch send and individual invoice send) not related and require different security? Puzzled.
Thanks
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3 Replies
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Hi @hblitsteindatasystemservicesllc-com – do you happen to send the batch invoices BEFORE you post and are trying to send this individual invoice AFTER you post?
If so, then you’re running into the difference between forms -the unposted invoice uses the template you’re talking about, but the posted invoice will use a history version of the invoice. I would check and see if the history version has a word template assigned to it.
Best,
Samantha
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Hi Howard- it’s a little quirky with the naming convention on the forms, I’ll admit.
Any SOP document that’s been posted uses the history form even if it has a status of “open” in GP in regard to whether you’ve run paid transaction removal.
In the case of the invoice forms, “history” just means posted and can’t have amounts and such edited.
Are you familiar with how to get word templates created and assigned?
Best,
Samantha
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