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4.5 to 2014 - Trying to email an SO invoice - cust

Beth Bowers

Beth Bowers03-15-2015 12:34

Madeline Stefanou

Madeline Stefanou03-16-2015 05:36

  • 1.  4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 11:50
    4.5 to 2014 - Trying to email an SO invoice - customer setup with email address, paperless tests emails OK, print flag checked - keeps saying Data Not Selected for Printing (if you do electronic only). STANDARD form or custom form. SU4 installed.


  • 2.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 11:51
    For giggles, did you try the 'print invoices already printed'?


  • 3.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 11:55
    Yep. I've been watching it and it shows Connecting to server smtp.gmail.com then flashes Invoice Printing, then comes back with message.


  • 4.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 11:59
    What happens with another customer and invoice? Verified customer paperless is setup correctly for SO Invoice? Double check the form setup? I know these sound like the obvious but double checking.


  • 5.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:01
    Two different customers, have deleted invoice and added back in. Verified customer setup for S/O Invoice with 2 emails in bottom section. I'm thinking it's the gmail because they just switched, but the test runs OK.


  • 6.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:03
    Can you add another email option, i.e. from Customer


  • 7.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:04
    ...from Customer record, to test if the issue maybe with the Additional section?


  • 8.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:19
    OK, so the issue is only invoices. I setup an order with the same email address in the same section and it went fine. Changed email in Company maintenance back to pre-Gmail and same issue in Invoice, so I guess it's not the gmail setup after all. Validated folder for invoices in paperless - can browse to it, etc.


  • 9.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:19
    Does this customer use National Accounts? We had this issue and the only work around was to preview and export for those customers. Supposedly Sage was working on a fix.


  • 10.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:20
    They may use National Accounts (doubt it), but not on these customers I was working with. But that's interesting, @KateKrueger - what versions does that affect?


  • 11.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:24
    We reported it with 2013 SU2 and have never seen a fix. The client hasn't upgraded yet to 2014, I was hoping it would be fixed by then! They only saw it with the customers that were actually using National Accounts though.


  • 12.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-15-2015 12:34
    Just verified AR Invoices work. Hmph.


  • 13.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-16-2015 02:53
    Try changing the From Email Address in Form Maintenance (for SO Invoices) to match the email defined in Company Maintenance. Also, does Paperless show the invoice as having been emailed?


  • 14.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-16-2015 05:15
    The two email addresses are the same. And no, it doesn't show as having been mailed.


  • 15.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-16-2015 05:36
    Do they use National Accounts?


  • 16.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-16-2015 05:40
    Does it behave the same if you select ""Print/PDF or Electeronic Delivery""?


  • 17.  RE: 4.5 to 2014 - Trying to email an SO invoice - cust

    Posted 03-16-2015 05:54
    No Nationals, and yes, the same if you select the other print selection.