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AP Attachment Flow Documents to Email

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I have a customer who wants to put their terms and conditions to go out with each PO entered.  I have figured out that you can attach the document to the Vendor and then choose to flow.  It does attach the document to each PO, however I need it to email to the customer when we email the PO.

Is this a feature of BC I can't seem to see anything that will make this work?

Thanks in advance,

Tanya

  • Suggested answer
    Sistech Profile Picture
    Sistech 106 on at
    RE: AP Attachment Flow Documents to Email

    Hi Tanya,

    do you need the terms and conditions document to be automatically added when you send the PO?
    Would your customer be ok to add this from the Email screen? If they click on Manage, Add File from Source,  they can add it from the Vendor Card or PO header. If  they need it to be automatic, then customization will be required.

    pastedimage1648423913043v2.png

  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,598 on at
    RE: AP Attachment Flow Documents to Email

    Hi Tanya,

    This requires customization as you want to send the terms&conditions which could be a report and sent as an attachment along with PO.

    Thank you,

    TK

    Don't forget to help the community by verifying the answer if your question has been answered. It will let others know that the topic has verified the answer.

  • Suggested answer
    JAngle Profile Picture
    JAngle 48 on at
    RE: AP Attachment Flow Documents to Email

    It would require dev or you look at an appsource extension. Continia document output for example could do this.

  • Inge M. Bruvik Profile Picture
    Inge M. Bruvik 995 Super User 2024 Season 1 on at
    RE: AP Attachment Flow Documents to Email

    You are talking about PO and customers. Should the mailing be based on a sales order or a purchase order. Or do you want to mail the customer when you enter the PO connected to the customers sales order? I got a little confused.

    And what report do you want to attach the terms and condition to or should it be an e-mail only with the terms and condition?

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