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Hey Everyone:
I could spin my wheels on this, but I can't even figure out how to effectively ask Google this question either.
Situation:
The company has multiple customers. Most of the time they email the invoice to the customer, and the default email spec is fine. For a specific customer, they wish to use an alternate invoice specificaiton and email specification (layout.) So effectively:
Customer 1 (normal): RDLC invoice 1, email layout 1 --> send
Customer 2 (specific): RDLC invoice 2, email layout 2 --> send
Here's my issue: I can't figure out what buttons to press in Business Central to have a selection at run-time to decide which email layout to use. I can get it to pick the right invoice, but I always wind up with Customer 2, RDLC invoice 2, email layout 1.
Can someone help direct me to where I need to look?
Thanks.
-J
Hi, just adding some info.
This feature can also specify different documents to be sent to different email addresses.
Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)
Hope this helps as well.
Thanks.
ZHU
Holy poop, I think I need sleep. I'm embarrasssed that I missed the section that you just directed me to. Thank you most kindly.... That was exactly what I needed.
You should look into this functionality where you can define different layouts for different customers and have multiply recipients per customer or vendor.
learn.microsoft.com/.../ui-define-customer-vendor-document-layouts
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