Send report in Email in Microsoft Dynamics AX 2009

In this I will share the steps of how we can send the report in email.

First of all for sending the email we all need to setup the email templates based on our requirements.

Below is the path for the email templates:

Basic -> Setup -> Email Templates

Each template is uniquely identified by the Email ID.

we can also create the setup form to allow the user to select the template based on his requirement in his feature.

For example for our daily tax invoice feature we have created a setup form for the user to select the email template.

 Now after creating and setting up the template below is the code to create the report and attach and send it in  an email.

public boolean send(PrintCopyOriginal _printCopyOriginal = PrintCopyOriginal::Copy)
{
    SysEmailId  emailId = crtParameters::find().DailyTaxInvoiceEmailId;
    //above code is use to get the email template from the setup table that is configured by the end user     //before

    str         tempFile;
    ;

    if (this.DailyTaxInvoiceEnabled())
    {

        tempFile = this.generatePDF(custInvoiceJour, _printCopyOriginal);
        above method generates the report in pdf in temporary location and send the address of that file           to be attached in the email
     
        SysEmailTable::sendMail(emailId,
                                'en-nz',
                                custTable.CRT_DailyTaxInvoiceEmail,
                                this.initMap(),
                                tempFile,
                                '',
                                true,
                                'admin',
                                true,
                                custInvoiceJour.RecId);
       //above method is use to send the email to the
       //First parameter is the email template id (The template which we will use to send      //the email)
       //second parameter is the language.
       //third parameter is the email address to whom we are sending the email
       //in fourth parameter we are just initializing the map based on the fields required in //the email            template for the subject and other things (will show this method below)
       //fifth parameter address of the report where report is saved after generation
       //eighth parameter is the user id from which we are sending the email (credentials are setup on            //the smtp server)
     
        new FileIOPermission(tempFile, 'rw').assert();
        WinAPIServer::deleteFile(tempFile);
        CodeAccessPermission::revertAssert();
        //above code is just deleting the report from the temporary location

        return true;
    }

    return false;
}

Below is the method for generating the pdf:

private str generatePDF(CustInvoiceJour _custInvoiceJour, PrintCopyOriginal _printCopyOriginal = PrintCopyOriginal::Copy)
{
    Args                args;
    ReportRun           rr;
    Report              rb;
    PrintJobSettings    pjs;

    str                 tempFile;
    str                 tempFolder;
    ;

    tempFolder = Global::strReplace(SysEmailParameters::find().AttachmentsPath,'//','/');
    //Above attachment path is define in the following navigation path of the setup of form                         //Administration -> setup -> E-mail Parameters
   
    tempFile = strfmt('%1\\TaxInvoice%2.pdf',tempFolder,custInvoiceJour.InvoiceId);

    args = new Args(reportstr(CRTFreeTextInvoice));
    args.record(_custInvoiceJour);

    args.parmEnum(_printCopyOriginal);

    // Set report run properties
    rr = new ReportRun(args,'');
    rr.suppressReportIsEmptyMessage(true);
    rr.query().interactive(false);

    // set report properties
    rb = rr.report();
    rb.interactive(false);

    // set print job settings
    pjs = rr.printJobSettings();
    pjs.fileName(tempFile);
    pjs.fitToPage(true);

    // break the report info pages using the height of the current printer's paper
    pjs.virtualPageHeight(-1);

    // force PDF printing
    pjs.format(PrintFormat::PDF);
    pjs.setTarget(PrintMedium::File);
    pjs.viewerType(ReportOutputUserType::PDF);

    // lock the print job settings so can't be changed
    // X++ code int the report may try to change the destination
    // to the screen for example but this does not make
    // sense when running a report here
    pjs.lockDestinationProperties(true);

    // Initialize the report
    rr.init();

    rr.run();

    return tempFile;
}

Below is the method for initiating the map for the email to insert the subject and other things that I have discussed above.

private Map initMap()
{
    Map     map = new Map(Types::String, Types::String);
    ;

    map.insert('subject', strfmt('Daily tax invoice %1- %2',                                                                           custInvoiceJour.InvoiceId,custInvoiceJour.DocumentDate));
    map.insert('phone', companyInfo::find().CRTFreePhone);
    map.insert('Customeraccount', strfmt('%1', custInvoiceJour.InvoiceAccount));
    map.insert('CustomerName', strfmt('%1',                                                                                                 CustTable::find(custInvoiceJour.InvoiceAccount).Name));
    map.insert('InvoiceNumber', strfmt('%1', custInvoiceJour.InvoiceId));

    return map;
}

This was all related to the generating the report and sending it in the email.

If you have any questions than feel free to post here.

Thanks
Muhammad Zahid.