x Want to participate? Join the group to interact
Options
  • State Suggested Answer
  • Replies 4 replies
  • Answers 1 answer
  • Subscribers 44 subscribers
  • Views 4973 views
  • Users 0 members are here
Browse Forums
Announcements
68
topics
93
replies
Customization and Integration
262
topics
822
replies
Financials, Projects, and Administration
382
topics
843
replies
General Discussion
327
topics
836
replies
Installation and Technical Issues
335
topics
1k
replies
Manufacturing, Distribution, and Applications
341
topics
696
replies
Reporting and Analytics
123
topics
480
replies
rswcpa

Document Transmittal via SMTP

SUGGESTED
Posted By

Receiving error when attempting to send AR invoices via SMTP:

Error occurred while processing email.  For more information about the error, run the Document Transmittal Log from the CI Reports menu.

Right.  The log says "Unable to send message".  

One of my questions is that other applications we use that interface with email (Knowledgesync and TaskCentre) provide authentication for the sending email account.    I see nowhere in Sage 500 to provide a password.

I have setup

  1. Doc Transmittal in CI options, using SMTP server name and defined a specific port (smtp.comcast.net:587)
  2. The invoice with subject, Body and return address in Set up Document Transmittal in CI
  3. Customer email address as my own, defining an invoice to be sent by HTML (get same results if I choose RTF and PDF)

I have tried this on my own machine, and I've tried using the client's SMTP server  on their machine, as well as smtp.google.com.  All with the same results.

I've opened the outgoing ports in the firewall.

I read in an earlier post that google mail is not supported.  Is that still the case?

Sage versions range from 7.3 to 2016.

On the 2016 version, I get an additional Report Engine error:  ProcessReport - -2147206398:Memory full.  Thought this might be an issue with the form, but if I attempt a print, without engaging document transmittal, the error does not occur. 

Thanks to anyone that can help.

  • 0
    If I recall, SMTP needs to be an unsecured relay over port 25 (by default). I don't think you can change the port, but I haven't tried.
  • 0

    Were you ever able to find a solution? Setting this up for my company now and running into a similar issue..

  • 0
    SUGGESTED

    You may need to have a modification done to Sage 500's EmailUtil.DLL to enable passing the authentication information to your SMTP system.  Document Transmittal uses Collaboration Data Objects (CDO) to create and send the emails for document transmittal.  I know Sage has done a lot of testing with Exchange.  Looking at the code, within the routine oGetConfigBasedOnSMTPSrvc, it looks like they are assuming a local SMTP installation as Sage has it coded to use cdoNTLM which is defined as "Use NTLM authentication (Secure Password Authentication in Microsoft® Outlook® Express). The current process security context is used to authenticate with the service"

    There may be an add-on build by a 3rd party developer that does what you need using cdoBasic which is what could be used to send the user name and password.  If there isn't, your reseller should be able to assist you with this if they are a 3rd party developer for Sage 500 and have the SDK.  If not they can work with a 3rd party Sage 500 development company to create this modification for you.

  • 0 in reply to LouDavis

    If you already have both KnowledgeSync and TaskCentre, you will likely find it less time-consuming to create an email alert in one of those two applications than to invest time in trying to resolve or modify Sage's Document Transmittal.

*Community Hub is the new name for Sage City