INTRODUCTION
This article discusses different methods that you can use to troubleshoot issues that occur when you send e-mail statements in Microsoft Dynamics GP 9.0.
More Information
Follow these steps to troubleshoot issues that occur when you send e-mail statements.
Note After each step, test to determine whether you can send e-mail statements successfully before you go to the next step.
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Verify that you are sending the statement to the correct e-mail address. You must do this in the Receivables Management Setup window and in the Customer Maintenance Options window.
Receivables Management Setup window-
Click Tools, point to Setup, point to Sales, and then click Receivables.
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In the Receivables Management Setup window, make sure that the Status Recipient field in the E-mailed Statements area contains a valid e-mail address.
Customer Maintenance Options window
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Click Cards, point to Sales, and then click Customer to open the Customer Maintenance window.
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Click the lookup button next to the Customer ID field, and then click a customer.
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Click Options.
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In the Customer Maintenance Options window, make sure that the Send E-mail Statements check box is selected. When you are prompted, enter the path in which you want the E-mail Statements Status Report to be created.
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Make sure that the To field contains a valid e-mail address.
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Verify that the correct options are enabled in the E-mail Statements Options window. To do this, follow these steps:
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Click Tools, point to Routines, point to Sales, and then click Statements.
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In the Print Receivables Statements window, click the lookup button next to the Statement ID field, and then click a statement.
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Click E-mail Options.
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In the E-mail Statements Options window, make sure that one of the following options is selected:
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Send E-mail Customer Statements
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Print and Send E-mail Customer Statements
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Confirm the path for the delivery of e-mail statements in the Dex.ini file. To do this, follow these steps:
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Open the Dex.ini file in a text editor such as Notepad. By default, the Dex.ini file is in the following location:
C:\Program Files\Microsoft Dynamics\GP
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Locate the line that contains the following item:
EmailStmtStatusPath=pathNote If the "EmailStmtStatusPath" line does not exist in the Dex.ini file, create the file. To do this, use one of the following methods:
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Manually add the "EmailStmtStatusPath" line to the Dex.ini file. Insert the "EmailStmtStatusPath" line under the "WindowHeight" line.
For example, the Dex.ini file may resemble the following:WindowPosX=184
WindowPosY=184
WindowWidth=960
WindowHeight=559
EmailStmtStatusPath=c:\users\ * -
Click to select the Send E-mail Statements check box so Microsoft Dynamics GP will create the "EmailStmtStatusPath" line in the Dex.ini file. To do this, follow these steps:
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On the Card menu, point to Sales, and then click Customer.
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Click Options.
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Click to select the Send E-mail Statements check box. When you do this, you are prompted to enter a path for the delivery of the e-mail statements.
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Confirm that the path for the delivery of e-mail statements resembles the following path:
EmailStmtStatusPath=c:\documents and settings\user_name\desktop
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Verify that a PDF writer that has been tested for use with Microsoft Dynamics GP is installed. Adobe PDF Writer is one PDF writer that has been tested.
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Make sure that you use a MAPI compliant e-mail program such as Microsoft Outlook. For more information about how to determine whether an e-mail application is MAPI complaint, click the following article number to view the article in the Microsoft Knowledge Base:
858494 How to determine if an email Application is MAPI complaint for use with Microsoft FRx