Batch Processing of Payment Advice through Email (New Feature) in Microsoft Dynamics 365 finance and Operations

In this blog, I will try to explain the new feature of generating payment advice in batch through email which has been added by Microsoft in the beginning of this year. This feature can be useful to automatically trigger email to supplier with payment advice attachment.

Pre-requisites:

Enable feature in feature management

Setup Email Parameters (SMTPM) setting in System admin > Setup > Email > Email Parameters

Configuration:

Step-1: Create Payment advice report setup

Navigate to, Accounts Payable > Setup > Form > Form setup > Print Management > Right click on Payment advice > New

Step-2: Define Print Destination settings

Step-3: Define Primary email address on vendor master

Generation:

Navigate to Payment Journal. Lines > Select line with Status sent > Print > Payment Advice > Select Use print Management > Setup Batch and recurrence > Ok

Vendor will receive email automatically based on the setup with attachment.

That’s it for this blog , hope this will help you to configure payment advice to your vendor.

Thank You!!! Keep reading and sharing !!!

8 comments

Hello Saurabh,

are we able to add something to the e-mail body or are we sending only the attachement without any more info? Thank you, Lukas

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Saurabh Bharti says:

December 14, 2020 at 8:13 am

Hi Lukas, While setting up email we can also setup mail body content

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- Lukas says:
  
  September 3, 2022 at 6:55 pm
  
  Hello, coming back to this comment. How do you add the e-mail body? There is no template, neither this is a ER engine. Thank you
  
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Hello,

Is it possible to mass email payment advice to all vendors in the same payment journal?

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Saurabh Bharti says:

March 25, 2022 at 7:17 am

I think if we set batch process and mark rule as primary email

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What email address would this be sent from? Would it be the user that set the batch process running or a system account? My organisation would like to send in batch from an “invoices@” email address if possible.

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