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How to automatic add attachments to Purchase Order?

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Posted on by DarKub

Hi. How can I automatically add two attachment to mail with Purchase Order confirm?

When I click 'Send' on Purchase Order, I can only attach one (default) pdf

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: How to automatic add attachments to Purchase Order?

Hi, This feature has been added in BC21.2.

Use default attachments in email sent from Dynamics 365 Business Central

https://yzhums.com/32793/

Hope this helps.

Thanks.

ZHU
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Jarrod Case on at

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RE: How to automatic add attachments to Purchase Order?

Hi DarKub ,

first we recommend going and installing a free extension https://www.dmsiworks.com/apps/docxtender/ and it'll let you do the following:

Then we adjust the extension line to include a Send with transaction:

When you Post & Send, it'll send the document from the posting + the attachments.

I hope this has answered you questions

Thanks JC

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DarKub 65 on at

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RE: How to automatic add attachments to Purchase Order?

Thank you for your reply.

Where can I upload my custom pdf files to use like Customer - Detail Trial Bal in your example?
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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: How to automatic add attachments to Purchase Order?

hi

this is my idea on my blog

danieleincalza.blogspot.com/.../attach-other-custom-files-in-email.html

you need a development

check my answer if it helped you, thanks

DAniele
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Jarrod Case on at

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RE: How to automatic add attachments to Purchase Order?

[quote user="DarKub"]
Hi. How can I automatically add two attachment to mail with Purchase Order confirm?

When I click 'Send' on Purchase Order, I can only attach one (default) pdf
[/quote]
hi DarKub ,

What type of attachment?

Option 1

For example if it's to all PO's, consider adjusting your Custom Report Layout to include it on pages 2 onwards embedded.

Option 2

We have done this previously by development of your own PTE (Per tenant extension) which enables you the feature.

I hope this has answered you questions

Thanks JC

CLICK YES - if I have answered your question today, to help other community members know this is resolved.

Follow Me/Subscribe - https://www.youtube.com/@learnbusinesscentral
Connect with me on linkedin: https://www.linkedin.com/in/jarrodcase/