PO email template/email body

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Posted on by STP

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Hi all

Anyone knows where to setup PO email template/body?

The customer would like to setup an email template / body, like

Dear XXXX,

Please find attached copy of PO.......

Where can I setup this kind of email body? I don't find it.
Hence, is it possible for us to add variable in the email body? like vendor name & PO number.

Hence, the customer also wanna setup an email template / body for the revise PO.

As I know, we only able to setup a default email template/body, they will need to change it manually for PO revision. Am I right?

Thanks.

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Dynamics 365 Business Central

Microsoft Dynamics NAV

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Mansi Soni 9,929 Super User 2026 Season 1 on at

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Hello,
In standard Business Central, you can configure the email body for Purchase Orders through the Report Selection - Purchase page. After selecting the appropriate report layout, you can control how it is used in emails: if you want the report content to appear directly in the email body, you can enable the Use for Email Body option; if you prefer it as an attachment, you can enable the Use for Email Attachment field.

However, this setup generally supports a single default configuration, and there is no standard way to define separate email templates specifically for revised Purchase Orders. So for different messaging (such as revised POs), users typically need to adjust the email content manually unless a customization is implemented.

For more details, you can refer to:
https://learn.microsoft.com/en-us/dynamics365/business-central/across-report-selections

Hope this answer help you!

If this answer helps you kindly mark it as verified answer!

Regards,
Mansi Soni

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