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Batct Post and Email Sales Orders

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Posted on by Neil Phelan

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Is it possible to batch post sales orders to posted sales invoices and to email them automatically in Business Central?

I am aware you can batch post but I want to email also. Currently we have to email them one by one which is a waste of time.

Thanks Neil.

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MahGah 15,527 on at

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RE: Batct Post and Email Sales Orders

Hi

For batch email I believe either you need development or 3rd party app.

For example Clever Document Delivery has the function for batch email appsource.microsoft.com/.../PUBID.tecman|AID.clever-doc-delivery|PAPPID.5c032249-1bf7-4cab-8543-e39b3c14896e

For free app look into the following and see if you can make it work. appsource.microsoft.com/.../PUBID.canarys_automation|AID.canarys_mail_utility|PAPPID.2edd7224-5609-4939-b317-8379086daf53

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Inge M. Bruvik 1,043 Moderator on at

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RE: Batct Post and Email Sales Orders

Yes, it is but with out customization you will have to do it in two operations. First you do the batch post of sales orders or sales invoices. And then you can do the batch send of the posted sales invoices.

With a simple customization you can combine those two processes.

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MahGah 15,527 on at

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RE: Batct Post and Email Sales Orders

NorthW Can you please provide guideline for batch send of posted sales invoice? I have been told this is not possible before and I am interested to learn it. Thanks for providing guideline.

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Inge M. Bruvik 1,043 Moderator on at

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RE: Batct Post and Email Sales Orders

From the sales order page you can access the "Post batch" function. That can be used to post several sales orders in one batch.

And from the posted sales invoices you can mark several invoices and use the send function. And the invoices will the be sent according to the document sending profile on the customer.

So what i normally would do in a vanilla Business Central is to filter on " No. printer" = 0.

Then i get a list of all invoices that have not been printed or sent via email

Then i will mark them all and use the send function.

Then you can do several customization around this as well. The last thing i did was to use this even:

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterPostSalesDoc', '', false, false)]

And send the invoice "silent" with out user interaction once the sales document is Posted.

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MahGah 15,527 on at

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RE: Batct Post and Email Sales Orders

Thank you so much for providing this guideline. it was really beneficial. I added guideline for myself and team.

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Neil Phelan 161 on at

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RE: Batct Post and Email Sales Orders

NorthW , Thanks for your reply, this will do exactly what we want. Sometimes it's hard to find these answers especially when consultants are telling you to purchase add on's even though they are not needed.

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