Great Plains Customization – Sales Document Delivery by SQL Mail

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Microsoft Dynamics GP or former Great Plains Dynamics and eEnterprise have many options for change, integration, programming and reporting. In this small publication we would like to show you another way to deliver PDF printed Sales Documents to your customers via email. You should also be aware that in GP Business Portal you can achieve the same goal by first of all the implementing Regulation Great Plains Business Portal and Electronic Document Delivery module. In some cases, you probably want to keep a low profile and not to take BP implementation route.

1. PDF Sales Batch Printing routine. This is fairly simple GP Dexterity programming task. What you do is this – you create Dex cursor, coming through every account in the SOP batch and calling Dex invoice printing methods, printing is done to a PDF file. Then you mark the account printed in custom invoice printing and delivery status table. Keep in mind that at this time, in August 2008, GP Dynamics does not allow you to print documents that you do not purchase genuine Adobe PDF Standard Smart PDF will not do the job.

2. SQL Mail – e-mail accounts. This step we recommend that you create as schedule SQL agent job, running every say five minutes. SQL job will allow you to resolve possible Active Directory permissions and security. Please read description of xp_sendmail extended stored procedure. An invoice will be read from a file on the server. Please note that SQL mail does not understand network components and reads data from SQL Server computer physical drives: C, D, etc. If send mail result for that account is successful, you should mark this Sales document as delivered in custom invoice printing and delivery status board.

3. SQL mail activation on MS SQL Server box. The simplest way to deal with SQL mail activation is to install MS Office Outlook client and test email sent by Active Directory user who launches MS SQL Server on the server computer. This again is not the only way, so if you feel yourself comfortable to experiment with SMTP client installation and configuration you should stand out and do this.

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