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Send Sales order confirmation from shipping address e-mail

Posted on by 93

We have a customer that wants the Sales order confirmation report to be sent to the delivery address e-mail instead of the standard e-mail on customer.

I can't solve this by using document layout since there some times is several different delivery addresses on one customer. 

When choosing Alternate shipping address instead of the default address then they want to send the order confirmation to the e-mail that is on the Alternative shipping address. Is this possible in BC standard?

pastedimage1675152470844v1.png

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  • Maria Eriksson Profile Picture
    Maria Eriksson 93 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi Inge,

    Yes, document layouts will not work in this case since it should be different e-mail receiver depending on the delivery address.

  • Maria Eriksson Profile Picture
    Maria Eriksson 93 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi Ben,

    If we use Dynamic Ship by Insight, will the invoice still go to the "Bill to" customer that is the or will this setting override all reports?

  • Maria Eriksson Profile Picture
    Maria Eriksson 93 on at
    RE: Send Sales order confirmation from shipping address e-mail

    In this case we can't use document layouts. The order confirmation needs to be sent to the e mail that is on the delivery address and the customer has from 2-30 different delivery addresses. So I can't add just one e-mail in the document layout for order confirmation. It's different from one order to antohter due to the delivery address.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi, I just discussed this before, and you can do it using standard functions.
    Of course it can also be customized. I illustrate two solutions, hope it can give you some help.

    Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)

    https://yzhums.com/31281/

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Have you tired out the customer document layouts and see if you can achieve what you want using that function?

    learn.microsoft.com/.../ui-define-customer-vendor-document-layouts

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi

    As other experts mentioned you either need customization or 3rd party app. I have achieved similar scenario before using below app. If you already using Dynamic Ship then you do not need any other app and you can use that as Ben mentioned. 

    appsource.microsoft.com/.../PUBID.tecman|AID.clever-doc-delivery|PAPPID.5c032249-1bf7-4cab-8543-e39b3c14896e

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi,

    You have to do some customization for it.

    Thanks.

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,908 Super User 2024 Season 2 on at
    RE: Send Sales order confirmation from shipping address e-mail

    I know this is a capability of Dynamic Ship by Insight Works.  I do not know of a way to do this in standard BC, without customizations.

    pastedimage1675175924470v1.png

  • Suggested answer
    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    RE: Send Sales order confirmation from shipping address e-mail

    Hi Maria,

    I don't think so you can achieve this functionality without customization. You have to create sales order report extension and need to write code to use email address of delivery address. Please contact to your development partner.  

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