Supply chain | Supply Chain Management, Commerce

SO confirmation through Email

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Posted on by vishal.sai.b

Hello Experts,

Could someone please confirm whether it is possible to send the Sales Order Confirmation to the email address maintained in the Contact Information on the Manage Address form (as shown in the attached screenshot), instead of using the email address defined in the Customer Master Contact Information?

If this is supported, please let me know how it can be configured.

Thank you.

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Dynamics 365 Supply Chain Management

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Adis 6,557 Super User 2026 Season 1 on at

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Hi,

As far as I know, when you want to email a customer you have to either put in the email address, or you can choose the purpose.

You may have multiple contact information of type "Email address" and different roles, f.e. Business is for Sales order confirmation, invoice and packing slips, while Other can be for Marketing emails.

But to answer your question, the contact information is not managed on the customer record, but on the global address book.

If you click on the name of your record (here 1) you will open the partyID record on the global address book. Change the contact information there and go back to the customer record and refresh the form, you will notice the changes you did on the customer record (here 2)

Kind regards, Adis

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Encore Business Sol... 105 on at

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Unfortunately it isn't possible to set up Print Management to automatically email using the Email address on the Address record.

This is because Print Management doesn't know which address may have been selected on the Sales Order. And the Email configuration for sending these documents is very simple, and is only referencing the Main Customer contact information and then using whatever purpose is set in print management for this Sales Confirmation Report.

Meaning a user could say, for Sales Confirmations, we always want to sent emails to the contact with purpose Business on the customer account. But again its not address specific.

Now as a workaround you could set up email addresses in the main customer contact section, with purposes specific to addresses. In the Organization Administration > Global Address Book > Address and Contact Info Purpose, you could create a purpose for each type of address, and then create a Print Management setting for each. Although, depending on how many potential addresses could be used on a sales order this set up could quickly become unmanageable. But it would work if there were only a few who needed this configuration.

Otherwise customization to link the address email to Print Management would be required.

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