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EFT Remittance Email Alternatives

  • 1.  EFT Remittance Email Alternatives

    SILVER CONTRIBUTOR
    Posted Mar 08, 2019 05:09 PM
    Hi, all. I'm operating on GP 2013 R2 in an entirely RemoteApp Server environment. I'm trying to figure out a way to set up EFT Remittances in this environment. I believe you have to have Outlook open on the computer where the client is (RemoteApp Server). This isn't really an option in a RemoteApp environment to the best of my knowledge.

    Our accounting team would prefer to set it up to email but based on the above notes, I was thinking of sending the file to a share where the end-users could grab them and email manually to their respective vendors. Is this possible in GP 2013 or is there an alternative to email without having Outlook open?

    Thanks for the help, in advance.

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    Jon Godwin
    Database Administrator
    Boulder CO
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  • 2.  RE: EFT Remittance Email Alternatives

    SILVER CONTRIBUTOR
    Posted Mar 08, 2019 05:14 PM
    We use Office 365 if that matters. It looks like it might not require the Outlook client with 365 but I'm not sure based on the research I've done.

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    Jon Godwin
    Database Administrator
    Boulder CO
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  • 3.  RE: EFT Remittance Email Alternatives

    TOP CONTRIBUTOR
    Posted Mar 08, 2019 06:00 PM
    The only account profile we allow on the term servers and citrix servers is a donotreply@domain.com account. It is shared by all GP users including the password.
    They pick this account when the window opens. Not their own.
    This account also has an auto reply that says that this is a do not reply account.

    All outbound Exchange email goes out under this account including Receivables Statements, EFT Remittances, and so on. Never under a users account.
    The statement and remmittance message notes all have the appropriate group email that the vendor or customer should use for replies. i.e., payables@domain.com, receivables@domain.com etc.

    Often the department will have set themselves up as bcc email addresses on each vendor/customer such that they receive back to their department what the vendor and customer receive.​

    ------------------------------
    Thaddeus Suter
    Retus, Inc
    HELOTES TX
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  • 4.  RE: EFT Remittance Email Alternatives

    GPUG ALL STAR
    Posted Mar 11, 2019 10:47 AM
    Thaddeus 's  suggestion is certainly the best way to manage e-mailing out of the TS & Citrix environment.
    Of course the approach of saving the statements as PDF or Word Template output to a shared network folder is an option too, but since you already have O365 configured, it would make the most sense to mail the statements directly from GP and Bcc: the department e-mail address.
    Put the reply e-mail address within the body of the message, so customers / vendors know whom to reply.. ​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 5.  RE: EFT Remittance Email Alternatives

    Posted Mar 09, 2019 10:55 AM
    Jon,
    If you setup a mail profile in the remote app server for each user profile or whoever sends the remittance form, use the mapi functionality I think it should be able to send the email.

    I am not sure, but in gl 2015 and future, you don't need to open ms outlook to send emails. Just need the email profile.

    ------------------------------
    Gerald Buenafe
    Consultant
    BTP Technologies LLC
    CHANTILLY VA
    ------------------------------



  • 6.  RE: EFT Remittance Email Alternatives

    Posted Mar 11, 2019 01:17 PM

    Hello Jon,

     

     

    You can setup SQL email functionality to achieve this task.

     

     

    Thanks,

    Vilas Wibhandik

     

    Sent from Mail for Windows 10

     


    Privacy Policy: This email is confidential, for the intended addressee or addressees only and may be protected by legal privilege. If you are not the intended recipient, please notify the sender immediately and delete your copy from your system. Our privacy Policy can be viewed at http://www.esoftech.com/privacy-policy/






  • 7.  RE: EFT Remittance Email Alternatives

    GPUG ALL STAR
    Posted Mar 11, 2019 01:34 PM
    Hi @Vilas Wibhandik,
    SQL Mail functionality will be of no help in this case.. GP's only supports e-mailing thru the Exchange server or by using a MAPI client..
    ​Scroll down the requirements page to the E-mailing section : https://docs.microsoft.com/en-us/dynamics-gp/installation/system-requirements

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 8.  RE: EFT Remittance Email Alternatives

    Posted Mar 11, 2019 01:47 PM

    Hello,

     

    The FTP file will be saved to specific path from GP. The user can schedule a SQL job to send file from specified path. In the SQL job we can add logic like to whom this file will be send to and CC list etc.

     

    Thanks,

    Vilas Wibhandik

     

     

    Sent from Mail for Windows 10

     


    Privacy Policy: This email is confidential, for the intended addressee or addressees only and may be protected by legal privilege. If you are not the intended recipient, please notify the sender immediately and delete your copy from your system. Our privacy Policy can be viewed at http://www.esoftech.com/privacy-policy/






  • 9.  RE: EFT Remittance Email Alternatives

    GPUG ALL STAR
    Posted Mar 11, 2019 01:52 PM

    Hi Villas,
    What Jon is referring to is not not sending the EFT file itself.. but the EFT Remittance reports. 

    Check out the process here : https://www.gpug.com/blogs/jim-bertler/2017/03/27/emailing-eft-remittance-in-microsoft-dynamics-gp



    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 10.  RE: EFT Remittance Email Alternatives

    Posted Mar 11, 2019 02:11 PM

    Hello Beat,

     

    Thanks for the clarification!  

     

     

    Thanks,

    Vilas Wibhandik

     

    Sent from Mail for Windows 10

     


    Privacy Policy: This email is confidential, for the intended addressee or addressees only and may be protected by legal privilege. If you are not the intended recipient, please notify the sender immediately and delete your copy from your system. Our privacy Policy can be viewed at http://www.esoftech.com/privacy-policy/






  • 11.  RE: EFT Remittance Email Alternatives

    TOP CONTRIBUTOR
    Posted Mar 13, 2019 02:55 PM

    @Jon Godwin

    To simplify:

    You do NOT have to have Outlook installed on the remote/Citrix computer and your users should use a shared mailbox/password for the emailing from GP - set during setups and for permissions in emailing.​



    ------------------------------
    Jo deRuiter, MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    770-906-4504 (Cell)

    ------------------------------



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