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AP Attachment Flow Documents to Email

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Posted on by tlhgolfer

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

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IB-29041624-0 1,191 Moderator on at

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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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JAngle 159 on at

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

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tanya07 1,638 on at

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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

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Sistech 106 on at

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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.

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