GPEmail

HelpID: 502622018

GPEmail generates emails of Sales Transactions directly from GP to any MAPI-compliant email client. Use GPEmail to quickly send Order confirmations, or to verify Quotes.

NOTE: Dynamics GP added Word Template emailing functionality in GP2010. GPEmail is no longer being developed or supported. It remains in GP PowerPack for legacy customers.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to MODULE: GP Email, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

GPEmail uses the email address stored in the Internet Information window for the Ship To Address on the sales transactions.

Navigation: Cards >> Sales >> Addresses

Select a Customer Address record, then click the “i” button (Internet Information). Enter an Email Address for the selected Address.

Using GPEmail

From Sales Transaction Entry, select a sales document, then click Extras >> Additional >> Email Document.

The email will be generated using the current Windows User’s email account.

The email will open in the Preview window. Additional email addresses can be added, or changed. The subject and body can be edited. Use caution when changing the layout of the body of the email containing the Sales Transaction information as this has been carefully formatted to look correct as an email. The formatting may not look correct in the Preview window.

The Header and Footer buttons open the Add Header/Footer window. The Comment ID drop-down list shows Sales Comment IDs. Select a Comment ID displays the Comment Text in the bottom section of the window. The text can be edited here before being added to the email. Changes made here do not change the actual comment text.