How do I assign Purchase Invoice to my email address in Email Scenario ?

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Posted on by Joseph.Candava

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I was wondering if there is a way to get Purchase Invoice option to appear when I am assigning an email address the Email Scenario for Purchase Invoices.

For troubleshooting, I saw a source where someone would go into Customer card and go to Document Layouts to assign the email address for each customer.

Using this information, I went into Vendor card then selecting Document Layouts here (for each vendor trying do this as a one-by-one approach)

When I arrive at this page, I would then choose the purchase invoice report layout and add my email address here.

Upon testing this, I was searching for the Send Email... option but was unable to find it (even with Personalise feature to unhide every hidden option.)

This got me thinking is there a way to send out emails out to my Vendors and Purchase Invoices like I normally can to Customers and Sales Invoices in Business Central?
This is a similar structure with how it is laid out, I would've believed there would be equivalents on the Purchase Invoice end where it is possible for Customers and Sales Invoices.

Your help is much appreciated.

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Dynamics 365 Business Central

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Document Layout doesn't have the option to select send email address, you have to create a customization to use a different email address for purchase invoices, you can add email scenario

Check this example how to extend

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-extending-email

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Yi Yong 2,557 Super User 2025 Season 2 on at

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Hello,

The reason why there is no standard "Send Email" on purchase invoice is because we do not send invoice to vendor, we received invoice from them instead.

We do, however, send Purchase Order to vendor for order confirmation.

You might want to consider using Purchase Order as your starting point instead of Purchase Invoice.

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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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if this provide hint: https://community.dynamics.com/forums/thread/details/?threadid=04ff3ba6-68ca-4ed4-8cb3-a790f6933c60

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

The reason there isn't a standard "Send Email" option for purchase invoices is that we receive invoices from vendors. However, we do send purchase orders to vendors for order confirmation. Therefore, you might want to use the Purchase Order as your starting point instead of the Purchase Invoice.

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Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

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To assign Purchase Invoice to an email scenario and enable email sending for vendors in Dynamics 365 Business Central, follow these steps:
1. Enable Email Scenario for Purchase Invoice
Since "Purchase Invoice" is missing in Email Scenario Assignment, you need to configure it:

Go to: Search (Alt + Q) → Email Accounts

Ensure your email account is set up and enabled for sending emails.

2. Assign a Report to the Purchase Invoice Email Scenario

Search for: Report Selection - Purchase

Locate the "Invoice" usage.

Ensure the correct report is assigned (e.g., Report 406 - Purchase Invoice).

If missing, click New and select the appropriate report.

3. Assign Email to Vendors via Document Layouts
Since you already went to Vendor Card → Document Layouts, make sure:

Usage is set to Purchase Invoice

Correct Report ID is selected

Send To Email is specified

4. Test Email Functionality

Open a Posted Purchase Invoice.

Click Print/Send → Send by Email (if missing, check personalization settings).

Confirm the email is sent successfully.

Alternative Method: Use Workflows
If "Send Email" is still not available for Purchase Invoices, configure a workflow:

Go to: Search → Workflows

Create a new workflow based on "Send Document by Email" template.

Define conditions for sending Purchase Invoices automatically.

This ensures emails can be sent for Purchase Invoices similar to Sales Invoices in Business Central. 🚀

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Joseph.Candava 183 on at

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Understood.

So, when I receive an invoice from my vendor, I must create another Purchase Order with no item line to respond back to my vendor than to look into the Purchase Invoice page itself.

Thank you for your help.

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