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Small and medium business | Business Central, N...
Suggested Answer

Email Purchase Invoice Automatically after Approval

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Posted on by 102

Hi Team,

Good day.

Can someone please give me hand with this ? I am working on a requirement in which i want to email purchase invoice right after the PO is approved by the approval ?

I am wondering if it could be done through configuration or customization ? I am using BC version 16.2 (Platform 16.0.13440.14202 + Application 16.2.13509.13619).

Thanks

I have the same question (0)
  • Suggested answer
    Vanessa Garcia Profile Picture
    on at

    Hello :-),

    I guess you can achive that, but not with the current Event-Responses provided in the standard.

    In the standard Purchase Invoice Approval workflow, the process ends up when the (last) Approver approves the document, and then the document gets "Released" status.

    You could add a new Response that manages other possible actions you may need.

    For this you will need to create an extension with customized code adding your new Event/Responses for Workflow functionality (in this case a Response that handles the sending of the document by email).

    You can find information here:

    docs.microsoft.com/.../Walkthrough--Implementing-New-Workflow-Events-and-Responses

    Once you have your new Response available in the list of Responses (check also combination of Event/Responses page), you can add that Response to the workflow after "Release the document", so the Document is sent by email automatically once it has been approved and released.

    I hope it helps :-),

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    14,284 Super User 2025 Season 2 on at

    Don't think you can do this by standard. You will need to create an extension to add an email response to the workflow.

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