News and Announcements icon

Dynamics 365 CommunityForums Business Central forum Need to add variable v...

Business Central forum

Suggested answer

Need to add variable vales when sending the sales invoices and quotes.

(0) Share

Report

Report

Posted on by Community member

Hi All,

Please help me to make customer email body when sending invoices or quotations.

Ex : -

Dear %customer%,
Your %PI-#% for %INVOICE-AMOUNT% is attached. Please remit payment at your earliest convenience.
Thank you for your business - we appreciate it very much.

So variables will be

%customer%, = Sales invoice header sell to customer name

%PI-#% = Sales invoice No

%INVOICE-AMOUNT% = Sales Invoice Amount

Can we do this without any customizations?

Categories:

Reports and Business Intelligence

Integration with Teams, Excel, Outlook

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

YUN ZHU 68,395 Super User 2024 Season 2 on at

Like (0)

Report

Need to add variable vales when sending the sales invoices and quotes.

As far as I know this can't be done.
In some standard reports, these are fixed. Unless you customize a new report or create a new Word Template.

It may be easier to use Word Template

https://yzhums.com/12509/

Hope this helps.

Thanks.

ZHU

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,252 Super User 2024 Season 2

#2

Martin Dráb 228,089 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans