Microsoft Idea

Purchase Order and Sales Invoice emailing and attachments

Teodora Buhteva on 11/12/2018 4:06:02 PM

We have many customers that are asking to be able to have the attachments in both Documents and Incoming Documents be automatically attached to the email when emailing the Purchase Order or Sales Invoice. The person can then choose which ones to remove. Right now they save the attachments on their desktop and reattach them to the email.

Currently Business Central does not support the ability to customize the code to allow for extra attachments with the emailing within the web client which makes meeting the customers needs even more challenging.

STATUS DETAILS

Completed

Business Central Team (administrator)

Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2021 release wave 1.

Learn more about what's new and planned for in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/smb/dynamics365-business-central/planned-features

Your help was greatly appreciated,

Tomás Navarro

PM, Microsoft

Comments

RE: Purchase Order and Sales Invoice emailing and attachments

Sylvie Nystrom on 12/18/2019 9:36:50 AM

I agree with this idea. Like in Dynamics GP, we can manage document attachment to Flow or not flow with an email. We can decide at the moment to send by email if we use a document indicated to flow to be attached with a sales invoice per example.

Category: General

RE: Purchase Order and Sales Invoice emailing and attachments

Kevin Fons on 4/5/2019 1:33:48 PM

We also need the ability to open and edit the email in outlook prior to sending and the email to come from the user vs the single SMTP email address.

Category: General

RE: Purchase Order and Sales Invoice emailing and attachments

Dmitrijs Kozlovs on 4/5/2019 8:31:45 AM

Latvia Localization has a nice functionality named E-Doc, that ensures sending any purchase, sales, customer, vendor related document by storing attachments in Azure folders, keeping good trace of records user, time, date, resending, recipients, CC recipients, generating emails and keeping user signature in the email.

Category: General

RE: Purchase Order and Sales Invoice emailing and attachments

Daniël Severijns on 4/5/2019 7:02:02 AM

Also attach in the Company Information, the General Terms of Delivery Conditions add as a attachment on the Sales Invoice / Sales Creditmemo / Sales Offer and Purchase Order and Reminder documents.

Category: General

RE: Purchase Order and Sales Invoice emailing and attachments

Claus Petersen on 4/5/2019 5:30:32 AM

Also to be able to select which doc not to attach, as many dont want incomming docs to SalesInvoice,
we have build an extension to handel all this

Category: General

RE: Purchase Order and Sales Invoice emailing and attachments

George Sagen on 3/30/2019 3:17:52 AM

As an enhancement to this suggestion, having a menu option in the Navigation menu to view the history of documents sent: date, user, document, recipients.

Category: General