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Dynamics 365 Community / Forums / Finance forum / Is it possible to have...
Finance forum

Is it possible to have multiple distribution lists for one customer?

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Posted on by mstallone 5

We send free text invoices to customers through e-mail.  We have one customer who has two agreements with us and would like to be invoiced separately for those agreements.  He would also like those agreements to go to separate distribution lists.  Is there a way to set up multiple e-mail distribution lists in Dynamics so that the invoices can be appropriately routed? 

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Financial Management
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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    some options exists in OOB D365FO

    For advanced distribution and formatting, there is free version of DocCentric which would fit the purpose

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,673 Moderator on at

    Hi mstallone,

    You can setup multiple emails on the customer master, however you don't have an option to use 1 in some cases and others in few others. it's a consistent setup unless you do it specifically on the free text invoice. Check print management on the Free Text invoice.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

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