Set up email receipts
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Email receipts are an environmentally friendly option for processing retail sales. The customer can decide whether to receive a printed receipt, an email receipt, or both. This topic explains how to set up email receipts.
You can set the customer receipt option for customers who are set up in Microsoft Dynamics AX in the Customers form. For customers who are not set up in Microsoft Dynamics AX, set the default receipt option in the Retail parameters form.
You can set up the message body of the email receipt as form notes so that you can send email messages in different languages, depending on the language of the particular customer. If no customer is selected, the email message uses the language settings for your company. The form note must be set up as a Retail Headquarters Receipt form type.
Before you can generate email receipts for your customers, you must configure email functionality in Microsoft Dynamics AX. This includes the following tasks:
Set up and configure the SMTP server, and then connect Microsoft Dynamics AX to the SMTP server. For more information, see Configure email functionality in Microsoft Dynamics AX
Optional: Set up email templates. For more information, see Create application email templates.
Set up an email notification profile and assign it to your company and stores. Email notification profiles enable emails to be sent to an individual or group of recipients based on user configured parameters.
After you complete these steps, use the procedures in this topic to set up email receipt options for your company and customers.
Set up email receipt options
Set up default customer receipt options that can be used for customers who are not set up in Microsoft Dynamics AX. Also set up email receipt options for customers who are set up in Microsoft Dynamics AX.
Set default options for email receipts
Click Retail > Setup > Parameters > Retail parameters.
Click the Posting tab, and then under Email receipt, in the Receipt option field, select an option as the default:
POS – Print receipts from the point-of-sale register.
E-mail – Send receipts to customers in email messages.
Both – Print receipts from the point-of-sale register and send receipts to customers in email messages.
In the Subject field, enter the text that appears by default in the subject line of a receipt that is sent as an email message.
In the File name field, enter the file name of the recipient’s email attachment. Do not include the file extension.
Set email receipt options for a customer
Click Accounts receivable > Common > Customers > All customers.
On the All customers list page, select a customer, and then, on the Customer tab, in the Maintain group, click Edit.
In the Customers form, on the Retail FastTab, select an option in the Receipt option field:
POS – The customer will receive only printed receipts. The printed receipt is generated from the point-of-sale register.
E-mail – The customer will receive only email receipts.
Both – The customer will receive both a printed receipt and an email receipt.
In the Receipt email field, enter the customer’s email address if you selected either E-mail or Both in the Receipt option field.
Create body text for the email message
Click Accounts receivable > Setup > Forms > Form notes.
Click New to create a new form note, and then in the Form field, select Retail Headquarters Receipt, and specify a language.
On the Form note FastTab, enter the text that you want for the body of the email message.