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Send purchase order confirmation automatically to the orderer

Dynamics 365 for Finance and Operations Forum

Unai Emery asked a question on 13 Jun 2019 10:43 AM

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Hi all,

I would like to automatically send an email with the purchase order confirmation back to the orderer (thus the one that made the PO) and yet it does not seem possible as only options are manual or to the vendor directly. I thought of a generic email but that does not fit with the customer's plan.

any ideas?

Best!

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Hi Unai,

What is the business scenario that the orderer should receive his own created order? There is no setup to do this automatically.

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Unai Emery responded on 14 Jun 2019 2:27 AM

Hi André, the business scenario would be: instead of opening the PO confirmation in PDF and download it (then lose it into your files) you'd receive it straight to your mails (and thus gain some time)

kind regards

Unai

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Rahul Mohta responded on 14 Jun 2019 6:16 AM
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there are options of sending email of PO directly to a vendor contact

could also send to orderer

There are possibilities available OOB as well I have seen Docentric adds more features in terms of formatting and sending additional copies

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Rahul Mohta responded on 14 Jun 2019 6:16 AM
Suggested Answer

there are options of sending email of PO directly to a vendor contact

could also send to orderer

There are possibilities available OOB as well I have seen Docentric adds more features in terms of formatting and sending additional copies

Reply

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