Micrsoft Dynamics AX
Microsoft Dynamics AX
Microsoft Dynamics AX is a customisable ERP system used by many of the largest suppliers.
Microsoft Dynamics AX can automatically send system generated PDF invoices to Lightyear Customers by following the following steps within Print Management Settings. This is a one time action for the supplier and means they no longer have to manually distribute invoices to you. WIN/WIN (Note, the exact steps may vary depending on the version of AX) . If you are having trouble with a supplier who you know is using AX, please send them the following guidance:
Configure Print Management to email invoices:
- Navigate to Accounts Receivable | Setup | Forms | Forms Setup
- On the Form Setup page click on the Print Management button
- Click on the plus sign to expand Customer Invoice
- Select Original <Default>
- Click the arrow on the Destination field and select Printer Setup
- Click the Save in Print Archive checkbox
- Click E-mail and enter the email address in the To field
- In the Subject field enter in a subject
- Select file format of the attachment
There are other ways for suppliers to customise AX to send PDF invoices via Email and most suppliers will know how to do this if you sent them the request. For the full breakdown and more information please follow this LINK
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