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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to select attachem...
Small and medium business | Business Central, N...
Suggested Answer

How to select attachement on a Document to be Send by mail

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Posted on by Community Member

Hi all,

The Attachement process is pretty cool, when flowing from a master data to a document.

But, when I send , for exemple an invoice to a customer, I can't use the Attachement there were flowing through the process.

I can only send the Invoice.

I would like to be able to send the Invoice, and some of the Attachement.

Is there possible ?

Thank you.

I have the same question (0)
  • Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    This is written here:
    https://docs.microsoft.com/en-us/dynamics365/business-central/ui-how-add-link-to-record

    Attachments, links, and notes stay attached as the card or document is processed into other states, such as from an ongoing sales order to a posted sales invoice. However, none of the attachment types are output from the system, for example, when printing or when saving to a file.

    Please do mark this answer as verified so others can benefit from it but only if applicable of course. Report back to the forum if you do require more.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Hi, 

    Just to let you know I am working OnPrem.

    It is not exactly what I was looking for.

    But , I have found out  what I want  :  

    I was looking for in the base code , how the Mail is managed, so I have found out the function in the table 9500 Email Item : AttachIncomingDocuments

    [Scope('OnPrem')]
        procedure AttachIncomingDocuments(SalesInvoiceNo: Code[20])

    And this function does exactely what I need, so I understood that I have to add Incoming Document and not Attachement, but I lost the Attachement Flowing from Master Date functionnality...

    So all my Incoming Document are Send in the same Mail , and there are independant mail attachement , Great :)

    Incoming Document are not available on Order or Quote, what a pity…..can't send a quote with all the Item Datasheet in one clic.

    pastedimage1587013133670v2.png

    Maybe in some next version or Cu.

    Thank you

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Thank you for sharing this insight. Could you please raise this as an idea to https://aka.ms/bcideas. Please do mark this answer you did find out yourself as verified so others can benefit from it but only if applicable of course. Report back to the forum if you do require more.

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