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When user prints PO confirmation using Print management, i want to send the PO to the user who created it. Current Standard functionality sends PO to Vendor's contact.
What exactly needs to be done to achieve this functionality? I believe i have to make entry to a certain table with the email if of the user who created the PO and the rest of the email sending functionality should be handled by standard Print Management functionality of D365FO.
Any hint would be much appreciated. Thanks.
Sending PO to creator is not supported out of the box , you have to do some system modifications to achieve it . Save PO confirmation in archive and then write code to send it to creator.
Is there any place where i can just write extension to insert email of the creator in the same table where vendor's contact email is getting used to send email while PO is getting printed using 'Print management'?
Is the user who created the PO an 'external' person that works for the vendor or is this an internal user that you would like to inform about his/her PO's?
I do not fully understand the business requirement behind this request.
Would be great if you could explain.
Thanks for your reply. It's an internal person who later on will connect with Vendor in case required.
Thank you for your feedback.
What I do not understand from this requirement is why you need to send the PO internally?
Won't that just create unnecessary 'traffic' on your system and make it slow?
Isn't a filter, tile or separate workspace an alternative?
It does not require any coding and only requires that the user opens the workspace and the tile.
Sometime customers just want this kind of things that look weird. But this is the business need at the moment.
this information is always there in D365FO, why print/email for internal usage?
We had to use an ISV (DOCENTRIC) for sending out email of PO to vendor contacts with additional formats and text and found it really good.
Thank you for your honest feedback :-)
Rather than trying to modify something, I would challenge the person who ask for this for the business value added.
For me as an outsider this value added looks small and the costs of modifying D365FO for that seem to be higher.
Yet, this is only something you can assess.
All the best,
This has already been discussed with customer and required cost to work on it is also approved. Basically user just doesn't want to come back to the Purchase Orders screen to download it to send it to someone in the future. They would just search their outlook and forward it to others from there directly. Hence they want it to in email to the user who created it. Looks silly requirement but that is what it is the customer needs. Customer is the king.
But the information in Outlook may be outdated - the order may have been modified in AX system since the report was printed. They really should check the source of truth - their ERP system.
You're correct. The use of this outlook email would be limited to next few days after they get the email. They won't be using it after it. They agree that they won't change ERP system after generating it.
Apparently i found community.dynamics.com/.../127517 that i am currently trying to implement.
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