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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to automatic add a...
Small and medium business | Business Central, N...
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How to automatic add attachments to Purchase Order?

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Posted on by DarKub 65

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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    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

  • Suggested answer
    Jarrod Case Profile Picture
    Jarrod Case on at
    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:

    pastedimage1672868820636v1.png

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

    pastedimage1672868872402v2.png

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

    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/ 

  • DarKub Profile Picture
    DarKub 65 on at
    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?

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    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

  • Suggested answer
    Jarrod Case Profile Picture
    Jarrod Case on at
    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/ 

     

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