Email documents based on Address ID

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Posted on by Heather Roggeveen

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I don't know if I am missing some simple fundamentals with the email functionality, but I cannot seem to make the following situation work.

One customer account. Multiple Ship To addresses with different email addresses on each Ship To address.

Sales Invoice is entered. The Ship To address is changed to the correct one. Bill To remains as the Master Address ID.

Invoices needs to be emailed to the Bill To address. Delivery Dockets to the Ship To address.

It doesn't seem to matter what I do, if I go to Print, select Delivery Document and Send in Email, it sends to the Master email address (i.e. the one defined against the Main address ID on the customer card).

The only option I see is to enable "Email Address based on Doc Type". But this assumes the same email address per doc type. My thinking is that you should be able to define which address type for each document type e.g. Bill To, Ship To and then the address selected to that field on the document would drive it.

Am I missing something or is this indeed a gap?

Cheers

Heather

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L Vail 65,271 on at

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RE: Email documents based on Address ID

Heather,

Yes, this is what I think too. I like the idea you have!

Leslie
Heather Roggeveen 9,142 on at

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RE: Email documents based on Address ID

This is the link to the suggestion in ideas if anyone feels like voting for it:

experience.dynamics.com/.../idea
Heather Roggeveen 9,142 on at

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RE: Email documents based on Address ID

Hi Leslie

The setting I was referring to was this one:

Which then enables you to open this window:

So based on this, I could always send the invoice to e.g. the email on the Primary and the Delivery Docket to the one on the WAREHOUSE - but that would then be the setting for every document of that type.

What I want to be able to do is ignore the actual email address for the setup and be able to link the document type to the address type. E.g. Delivery Docket always goes to the Ship To address ID on the transaction. Invoice always to the Bill To Address ID on the transaction.

The "Allow Update of E-mail at Entry" only seems to work if you then use the Email button at the top of the transaction - so therefore only impacts the Invoice / Return document - not the delivery docket, which to access, you need to click the print button.

I feel like the setup almost needs to be a table like this:

I think that there is no way to do this currently, so I am going to add this to the Ideas list.

Cheers

Heather
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L Vail 65,271 on at

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RE: Email documents based on Address ID

Hi,

When they say document type, they mean SOP Document type that you set up in SOP Document Setup window, not the address ID. On Fabrikam, STDINV is a document type. When you set up email, did you check the box at the bottom that says 'Allow Update of Email on Entry'? Still, this will not let you select different documents to different e-mail addresses. It is my understanding that the email will always go to the address ID on the Customer Maintenance card. If you want it to go somewhere else, you need to change it at document entry. In order to get the icon for changing e-mail I think you also need to check the box for by document ID in the setup.

Leslie