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Dynamics 365 Community / Forums / Business Central forum / Verifying Documents We...
Business Central forum

Verifying Documents Were Sent

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Posted on by dkkipfer 336

Hi All, 

I'm trying to figure out the best way to keep track of documents being sent. We would like to have a way to confirm that important documents such as purchase orders and sales invoices were sent to either the vendor or customer. Is there a built-in feature that would allow us to automatically keep track without requiring the user to take an extra step?

Some interesting features I found are the 'No. Printed' field and the 'Sent as Email' field, but I'm unable to find any documentation stating how these fields were intended to be used. Does anyone have a method they prefer to accomplish this?

Happy Holidays!

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  • Community Member Profile Picture
    Community Member on at

    If you're using O365, there is an assisted setup for "setup email logging" (just search of assisted setup in BC).

    Here's a Video outlining the functionality in Dynamics NAV, but it's about identical:

    community.dynamics.com/.../how-do-i-setup-email-logging-in-microsoft-dynamics-nav-2017

  • dkkipfer Profile Picture
    dkkipfer 336 on at

    This is a very useful feature to track interactions with contacts. However, I'm not sure if it addresses the original issue which was tracking whether documents have been sent or not. For example, if we want to verify that all invoices for the week have been emailed to our customers for payment. Or if we want to verify at the end of the day that all purchase orders have been emailed to our vendors. We'd like to be able to pull up a l ist of transactions and filter on whether or not a document was sent so we can quickly take action. Would this feature allow us to do that?

    One solution I'm considering is adding a Boolean field "Document Sent" to the document header that the user would change once they send a document. However, this requires an extra manual step on the part of the user that they have to remember to do each time. It would also be possible for them to change it without having sent the document.

  • abutler1986 Profile Picture
    abutler1986 677 on at

    Hi Drew,

    I am also interested in how this would piece together, I like the idea of adding an additional field which the user would tag when sent, I havent played around as much as I probably should yet but could you utilise the flows to tag this field when posted somehow do you think? This is where we would ideally setup an automatic job via SQL to look at creation date and today's date and auto populate I guess?

    Thanks,

    Andrew

  • dkkipfer Profile Picture
    dkkipfer 336 on at

    The flow idea is interesting. Is it possible to send a document via email using a flow?

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