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Document sending profile on customercard

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Posted on by Microsoft Employee

I looking for the document sending profile on the customercard,

The help says there should be one,

You can set each customer up with a preferred method of sending sales documents, so that you do not have to select a sending option every time you choose the Post and Send button.

In the Document Sending Profiles window, you set up different sending profiles that you can select from in the Document Sending Profile field on a customer card. In the Document Sending Profile window for a sending profile, you can select the Default check box to specify that the document sending profile is the default profile for all customers, except for customers where the Document Sending Profile field is filled with another sending profile.

When you choose the Post and Send button on a sales document, the Post and Send Confirmation dialog box shows the sending profile used, either the one set up for the customer or the default for all customers. In the dialog box, you can change the sending profile for the sales document. For more information, see How to: Invoice Sales.

One of the options that you can choose for a sending profile is Send Electronically. This option means that the document is sent as a standard-compliant file representing the document record, such as a sales invoice, which can be imported into the recipient’s system as a purchase invoice. The dispatch of the electronic document is managed by an external provider of document exchange services. For more information, see Data Exchange.

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  • Verified answer
    Hannes Holst Profile Picture
    Hannes Holst 5,767 on at
    RE: Document sending profile on customercard

    Hi,

    Yes - it should be in the "General"-FastTab in the right column.

    If you can't find it, try to add the filed using "Customise This Page..."

    If you still can't find, talk to your IT-department/NAV-partner - the field might have been removed by a developer.

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