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Set up auto email to vendors when vendor payment is made in D365 F&O

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Posted on by CU04091416-0 27
Hello,
 
I want to set automatic email to vendor when vendor payment is made to the particular vendor. How can I set up in D365 F&O?
Categories:
Procurement and Sourcing
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 6,886 Super User 2024 Season 2 on at
    Set up auto email to vendors when vendor payment is made in D365 F&O
    Ah ok i missed the part that it needs to be sent for each vendor related to the payment.
     
    You could also do customization by code, which is to send an email whenever the payment is made (in case you want it real time)

     Here's a link that could help:
     
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,326 Super User 2024 Season 2 on at
    Set up auto email to vendors when vendor payment is made in D365 F&O
    Hi,
     
    Layan suggested using alerts. Alerts can't get the email addresses from the vendor details.
     
    I would suggest having a look at Power Automate flows. You can build a flow looping through the payment journal lines. You can then find the vendor details and send an email notification for each vendor payment. 
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 6,886 Super User 2024 Season 2 on at
    Set up auto email to vendors when vendor payment is made in D365 F&O
    Hi Community member,
     
    Did you try alerts? Here are some useful links,
    Let us know if alerts can cover your scenario
     
     
     
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     

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