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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order e-mail att...
Small and medium business | Business Central, N...
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Sales Order e-mail attachment missing by default

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Posted on by Jamahal Hill 5

Good afternoon, 

 

A customer is missing the Sales Order document when clicking "mail confirmation" button. 

For all other documents like the Sales Invoice etc. it works fine. 

The e-mail functionality works like it should. I'm surprised that this only occurs with the Sales Order confirmation sending via e-mail. 

 

Does anyone have a suggestion how to solve this? Any help is appreciated. 

 

SO-mail.jpg

Thanks in advance

 

(If anyone receives an update that's not on purpose sorry, don't need any help for this anymore)

Categories:
Dynamics 365 Business Central
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,433 on at
    RE: Sales Order e-mail attachment missing by default

    Just to add to Nitin's comment

    Also check "Report Selection - Sales" then from top select Order then make sure report selected and Use for Email Attachment is selected as well. This is a global setup that can cover for all customers if they are missing the setup

    pastedimage1654091275134v1.png

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,081 Super User 2024 Season 1 on at
    RE: Sales Order e-mail attachment missing by default

    Hi,

    Can you please check if Document layout is defined for the sales order report? See the image below from the customer card.

    pastedimage1654084564730v1.png

    pastedimage1654084678729v1.png

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