Skip to content

Commit 775c783

Browse files
author
Simonx Xu
authored
Merge pull request #4874 from MicrosoftDocs/repo_sync_working_branch
Confirm merge from repo_sync_working_branch to main to sync with https://github.com/MicrosoftDocs/SupportArticles-docs (branch main)
2 parents 3ccf4af + 76cb394 commit 775c783

2 files changed

Lines changed: 46 additions & 53 deletions

File tree

Lines changed: 28 additions & 29 deletions
Original file line numberDiff line numberDiff line change
@@ -1,9 +1,9 @@
11
---
22
title: Email Receivables Management customer statements
33
description: Introduces the options for sending customer statements in Microsoft Dynamics GP.
4-
ms.reviewer:
5-
ms.topic: troubleshooting
6-
ms.date: 06/22/2022
4+
ms.reviewer: theley
5+
ms.topic: how-to
6+
ms.date: 09/04/2023
77
---
88
# How to email Receivables Management customer statements in Microsoft Dynamics GP
99

@@ -12,52 +12,51 @@ _Original KB number:_   4100822
1212

1313
There are two ways to send customer statements in current versions of Microsoft Dynamics GP:
1414

15-
## Option 1 - Word Templates (using the new Word Template functionality)
15+
## Option 1 - Use the [Word Template functionality](/dynamics-gp/installation/word-templates)
1616

17-
### General questions and answers
17+
#### General questions and answers
1818

19-
Q1: Which Microsoft Dynamics GP versions does this apply to?
19+
- Q1: Which Microsoft Dynamics GP versions does this functionality apply to?
2020

21-
A1: Microsoft Dynamics GP 2013 RTM (recommend R2) and later versions.
21+
A1: Microsoft Dynamics GP 2015 or a later version.
2222

23-
Q2: Is Adobe PDF Writer required?
23+
- Q2: Is Adobe PDF Writer required?
2424

25-
A2: No.
25+
A2: No.
2626

27-
Q3: Can I edit the Subject line of the email message?
27+
- Q3: Can I edit the Subject line of the email message?
2828

29-
A3: Yes (in the E-mail Message Setup).
29+
A3: Yes, you can edit it in the E-mail Message Setup.
3030

31-
Q4: Can I edit the body of the email message?
31+
- Q4: Can I edit the body of the email message?
3232

33-
A4: Yes (in the E-mail Message Setup).
33+
A4: Yes, you can edit it in the E-mail Message Setup.
3434

35-
Q5: How do I set this up?
35+
- Q5: How do I set up?
3636

37-
A5: Setup documents are outlined in the [GP2013_Finanicals.zip](https://mbs2.microsoft.com/fileexchange/?fileID=cdf1a9bd-bfe1-4223-8b8c-be4e2dc41817) file under Receivables. Additional enhancements are outlined in [Microsoft Dynamics GP 2013 R2 - Email Document New Features](https://community.dynamics.com/blogs/post/?postid=f3603488-0ed1-4e86-8722-332f9199361c).
37+
A5: The setup documents are outlined in the [GP2013_Finanicals.zip](https://mbs2.microsoft.com/fileexchange/?fileID=cdf1a9bd-bfe1-4223-8b8c-be4e2dc41817) file under Receivables. Additional enhancements are outlined in [Microsoft Dynamics GP 2013 R2 - Email Document New Features](https://community.dynamics.com/blogs/post/?postid=f3603488-0ed1-4e86-8722-332f9199361c).
3838

39-
## Option 2 - Microsoft Dynamics GP functionality (using original Dynamics GP functionality)
39+
## Option 2 - Use the original Microsoft Dynamics GP functionality
4040

41-
You can email customer statements as HTML, PDF, XPS and DOCX in Microsoft Dynamics GP. However, Adobe PDF Writer is required to be able to send the statement in PDF format using the Microsoft Dynamics GP way.
41+
> [!IMPORTANT]
42+
> This option doesn't work with the [Multi-factor Authentication (MFA) required for Dynamics GP email](/dynamics-gp/installation/email-troubleshooting-guide#mfa---multi-factor-authentication-modern-authentication).
4243
43-
### General questions and answers
44+
You can send customer statements in HTML, PDF, XPS, and DOCX formats in Microsoft Dynamics GP. However, Adobe PDF Writer is required to send the statement in PDF format using the Microsoft Dynamics GP method.
4445

45-
Q1: Which Dynamics GP versions does this apply to?
46+
#### General questions and answers
4647

47-
A1: All GP versions (past and current).
48+
- Q1: Is Adobe PDF Writer required?
4849

49-
Q2: Is Adobe PDF Writer required?
50+
A1: Yes, if you want to send customer statements in PDF format. No, if you want to send customer statements in TXT format.
5051

51-
A2: Yes, if you want to send in PDF format. No, if you want to send in TXT format.
52+
- Q2: Can I edit the Subject line of the email message?
5253

53-
Q3: Can I edit the Subject line of the email message?
54+
A2: Yes. You can edit it in the **E-mail Options** tab of the **Print Receivables Statements** window.
5455

55-
A3: Yes (in **E-mail Options** tab in the **Print Receivables Statements** window).
56+
- Q3: Can I edit the body of the email message?
5657

57-
Q4: Can I edit the body of the email message?
58+
A3: No.
5859

59-
A4: No.
60+
- Q4: How do I set up this email functionality?
6061

61-
Q5: How do I set up this email functionality?
62-
63-
A5: For the setup steps, see [Use e-mail messages to send letters, statements, and invoices to customers in Microsoft Dynamics GP](use-e-mail-messages-send-letters-statements.md).
62+
A4: For the setup steps, see [Use e-mail messages to send letters, statements, and invoices to customers in Microsoft Dynamics GP](use-e-mail-messages-send-letters-statements.md).
Lines changed: 18 additions & 24 deletions
Original file line numberDiff line numberDiff line change
@@ -1,53 +1,47 @@
11
---
22
title: Error when you post or print in Payables Management
3-
description: Provides a solution to an error that occurs when you post or print in Payables Management.
4-
ms.reviewer:
3+
description: Provides a solution to an error that occurs when you post or print in Payables Management in Microsoft Dynamics GP.
4+
ms.reviewer: theley
55
ms.topic: troubleshooting
6-
ms.date: 03/31/2021
6+
ms.date: 09/04/2023
77
---
8-
# "Violation of Primary key" or "DBMS 2627" error messages when you post or print in Payables Management
8+
# "Violation of Primary key" or "DBMS 2627" error message when you post or print in Payables Management
99

10-
This article provides a solution to an error that occurs when you post or print in Payables Management.
10+
This article provides a solution to an error that occurs when you post or print in Payables Management in Microsoft Dynamics GP.
1111

1212
_Applies to:_   Microsoft Dynamics GP
1313
_Original KB number:_   852808
1414

1515
## Symptoms
1616

17-
When you try to post or you try to print in Payables Management in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains, you receive one of the following error messages:
17+
When you try to post or print in Payables Management in Microsoft Dynamics GP, you receive one of the following error messages:
1818

1919
- Error message 1
2020

21-
> Violation of Primary key
21+
> Violation of Primary key
22+
2223
- Error message 2
2324

24-
> Error attempting to insert duplicates.
25+
> Error attempting to insert duplicates.
2526
2627
- Error message 3
2728

28-
> DBMS 2627
29+
> DBMS 2627
2930
3031
## Cause
3132

32-
These errors occur after some type of posting interruption. Typically, a transaction is written to the history table. However, the interruption occurs before the transaction is removed from the work table or from the open table. Therefore, the transaction exists in both tables and violates the primary key fields of the table.
33+
These errors occur after some type of posting interruption. Typically, a transaction is written to the history table. However, the interruption occurs before the transaction is removed from the work table or the open table. Therefore, the transaction exists in both tables and violates the primary key fields of the table.
3334

3435
## Resolution
3536

36-
To resolve the problem, locate the duplicate records and then remove the appropriate record manually. This article is designed only to assist you in locating the duplicate records. If you need assistance in removing the problem records, you may contact Microsoft Technical Support or your Partner.
37-
38-
### Automated solution
39-
40-
Use the automated solution to identify the duplicate records in the Payables Management (PM) tables.
41-
42-
> [!NOTE]
43-
> Before you follow the instructions in this article, make sure that you have a complete backup copy of the database that you can restore if a problem occurs.
37+
> [!IMPORTANT]
38+
> Before you follow the instructions in this article, make sure that you have a complete backup of the database that you can restore if a problem occurs.
4439
45-
An Automated Solution script may be available to perform this task.
40+
To resolve the problem, locate the duplicate records and remove the invalid records manually. If you need assistance removing the invalid records, contact your partner, or create a ticket with [Microsoft Support](https://support.microsoft.com/contactus/).
4641

4742
> [!NOTE]
4843
>
49-
> - The Automated Solution will report the duplicate records.
50-
> - You should back up your company database before proceeding. You should also verify that the information in the History tables is correct and complete.
51-
> - If the duplicate records are in history and also either the work or open tables, determine if the records in the history table are valid. If so, then remove the records from the work tables or from the open tables.
52-
> - If the duplicate records are in both the work and open tables only, determine which record is valid and remove the other record. However, when removing the problem record, keep in mind that these tables share a distribution table which also must be modified.
53-
> - If you require further assistance regarding this process, contact Technical Support for Microsoft Dynamics at 1-8888-477-7877 or open a chargeable support case.
44+
> - You should back up your company database before proceeding. You should also verify that the information in the history tables is correct and complete.
45+
> - If the duplicate records are in the history table and also either the work table or open table, determine if the records in the history table are valid. If so, remove the records from the work table or the open table.
46+
> - If the duplicate records are only in the work and open tables, determine which record is valid, and remove the invalid records. When removing the invalid records, note that these tables share a distribution table that must also be modified.
47+
> - If you need further assistance regarding this process, contact your partner, or create a ticket with [Microsoft Support](https://support.microsoft.com/contactus/).

0 commit comments

Comments
 (0)