Emailing Purchase order

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Posted on by Samkh

Hi,

I am looking for documentation or summary steps for (1) emailing a PO (2) if there is any attachment of type = file , and restriction = external to be as well emailed as part of the PO when generating the confirmation.

Thanks

Sam

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Tim Schofield on at

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Hi Sam,

1) here's a link to an example of sending emails in AX 2012, but the process is exactly the same in Dynamics 365 for Operations (or whatever it's called this week).
timsaxblog.wordpress.com/.../how-to-e-mail-purchase-orders-to-vendors-in-dynamics-ax-2012-r3
One of my colleagues made this a bit more sophisticated by writing a filter query so that the print management setup to send an email would only be sent if an email address was present.

2) I don't know of any way of forwarding an attached file with the purchase order confirmation (without doing a customization) the only attachment that works in standard is plain text 'External' notes which are shown on the purchase order confirmation.

Tim

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