(MEX) Set up email parameters for an electronic invoice [AX 2012]

已更新:April 22, 2011

应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the 电子邮件参数 form and the 设置批处理 class form to set up email parameters for an electronic invoice. In the 打印目标设置 form, in the 文件格式 field, select PDF so that you can generate the electronic invoice as a .pdf file and send the file as an email attachment to a customer.

Set up the following email parameters to send an electronic invoice:

  • Set up Simple Mail Transfer Protocol (SMTP) to send email messages. Use the 电子邮件参数 form to set up an SMTP server and port, local computer name, user name, and password to send email messages to customers. For more information, see 电子邮件参数(窗体).

  • Create a batch group to print an electronic invoice. Use the 批处理组 form to create a batch group to send email messages by using a batch process. You must assign the batch group to the batch server that is set up to print electronic invoices. For more information, see Create a batch group.

  • Set up a batch process to send email messages for electronic invoices. Use the 设置批处理 form to process the email tasks that were ordered earlier and added to the batch group. For more information, see Create a batch group.

  • Create an email template for an electronic invoice. Use the 电子邮件模板 form to create a predefined email message for a customer. You can set up a priority and assign a batch group for the email message. You can also enter a predefined subject for your email message in the 主题 field. When you post an electronic invoice, the subject of the email message is updated by using the predefined text from the 主题 field and the posted invoice number. For example, if you entered Electronic invoice submitted in the 主题 field and you posted invoice A-11122222, the subject of the email message is displayed as Electronic invoice submitted - A-11122222. For more information, see 电子邮件模板(窗体).

  • Send email messages by using a batch process. Use the 电子邮件分发服务器批处理 form to send email to customers by using the batch process. For more information, see 电子邮件分发服务器批处理(窗体).


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