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Send documents from Sales blanket order and Sales return order

Posted on by 249

Hi!

Is there a way to send documents by e-mail (without downloading) also from Sales blanket order and Sales return order? This alternative appear in Sales order, Invoices and Credit notes but seems  missing in both  Sales blanket order and Sales return order? (I have all customers Sending profile set to E-mail.)

You could think the same procedure would work throughout the whole system... 

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  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 69,760 Super User 2024 Season 2 on at
    RE: Send documents from Sales blanket order and Sales return order

    Hi, I have tested adding "Contact by Email" and "Sent Emails" feature to other page.

    Hope the following will help.

    https://yzhums.com/14510/

    pastedimage1644458850386v1.png

    And you can also refer to the standard code about 'Email Confirmation'.

    pastedimage1644461355339v1.png

    Thanks.

    ZHU

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Send documents from Sales blanket order and Sales return order

    Hi

    I checked and did not see that function in those pages. You may need a small development for that.

    Also, I agree with you that this option should be available in those pages.

    See and vote for this idea  experience.dynamics.com/.../

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