Microsoft Dynamics 365 for Operations: Email the purchase order to the right vendor email address

January 26 2017

Any buyer or purchase coordinator would be delighted to find out how easy it is to mail a purchase order to the correct email address of the vendor, right from Dynamics 365 for Operations. The good news is that it is indeed very easy. But there is potential for some confusion in the setup of the "primary contact" email addresses. Let's start at the beginning.

When I create the PO, I can select a contact. This contact will bring its email address into the Purchase order header. That is nice, but it gives the user the wrong impression.

About Evert Bos

I am Evert J Bos, ERP consultant since 1986. I started in Europe with IMS7 (A Honeywell Bull Mainframe ERP system) and the BaaN ERP system. Since 1995 I have worked in the USA and since 2004 I have been working with Dynamics AX.  I work for Sikich and focus mostly on manufacturing companies that make complex, engineered products.

More about Evert Bos

Comments

alex000x's picture

Great post as usual, Evert

BenD365's picture

Hi Evert, great blog article! I just want to add that you can also have an email body with placeholders on the Email print destination if you install this Add-On: http://ax.docentric.com/free-edition/, which is completely free of charge! Regards, Ben