Attaching other PDF files to a Purchase Order

(0) Share

Report

Posted on by Holo_AV

Sorry to come with this question again, but I found no answer on how to do it for v16.3

If I have documents attached to a PO (like for example PDF´s with Technical Drawings) how can I select if or which attachments should be sent when sending the PO via email (Purchase Order/ Print/Send / Send).

I'm sure there is an easy answer on how to solve this, but at this point I'm not finding it.

Same question applies for Purchase Quote.

Thanks a lot

All responses (6)

Answers (2)

Holo_AV 96 on at

Like (0)

Report

RE: Attaching other PDF files to a Purchase Order

Hi Paul.

We have added the Documents to the Item Card (marked that document to follow the Purchase Flow, as our interest is to send that document to our Vendors only).

Created a PO with that Item, and even when we see that the document itself is part of the Item, it does not become part of the PO when we send the email to the Vendor.

What are we missing?

Thanks
Verified answer

Holo_AV 96 on at

Like (0)

Report

RE: Attaching other PDF files to a Purchase Order

Thanks. Our Admin is making the proper changes to allow this. Thanks for pointing us in that direction, that was not in our process yet and for that reason I was unable to make it.
Suggested answer

Binesh 7,885 on at

Like (0)

Report

RE: Attaching other PDF files to a Purchase Order

Hello,

You have to customize the standard solution.

1. Save the PO report in PDF format.

2. Write the code for sending email with PO report attachment.

3. Get the Document attachment and add in the email.

4. Send an email.

for reference see the below URL

sbinesh.blogspot.com/.../file-handling-part-2-in-business.html
Verified answer

Renni 958 on at

Like (1)

Report

RE: Attaching other PDF files to a Purchase Order

You can select which attachments follow the document through the sale and purchase process

On the attachment screen there are 2 tick boxes at the end if you want the document to follow all the way along the process tick the box (so if added to the sales quote if this is converted to a sales order the attachments will also be attached to the order)

Here is a link to more information on this

docs.microsoft.com/.../ui-how-send-documents-email
Holo_AV 96 on at

Like (0)

Report

RE: Attaching other PDF files to a Purchase Order

Is Dynamics 365 Business Central. Will close it here and move it to the correct forum (Dynamics 365 General Forum)

Sorry for the confusion.
Martin Dráb 234,597 Most Valuable Professional on at

Like (1)

Report

RE: Attaching other PDF files to a Purchase Order

Is it really about Dynamics 365 Supply Chain Management (because this is D365 SCM forum)? It doesn't have version 16.3.