Business Central – Sending E-Docs Via Service & Email
Business Central offers flexible ways to share documents and information quickly and easily. Document sending profiles let you specify your preferred way to send documents when you post them. For example, you might want to send a document by email or as an electronic document through a service you use.
From April 2025, Microsoft are adding even more flexibility to the process with the ability to send documents by email and as an electronic document, all in one go.
Previously, you could either choose to send e-documents through a connector service or download the file and send it by email. You now have more options for handling e-documents in sales.
If you choose the Post action from the Sales Order, Sales Invoice or Sales Credit Memo pages, Business Central posts the document as usual, but it can also trigger a workflow to create an e-document. That requires you to have an e-document workflow configured for the customer. But, if you choose Post and Send, Business Central does the same but also sends the e-document via email as an attachment.
Depending on whether you enable the e-documents workflow, you can choose one of the following models for sending documents in the sales process:
- Use the Post action from the document and Service Integration is enabled on the E-Document Service page. The e-document is sent to the configured access point.
- Use the Post and Send action from the document and Service Integration is enabled in the E-Document Service page. The e-document is sent to the configured access point and as an attachment in an email.
- Use the Post action from the document and Service Integration isn’t enabled in the E-Document Service page. The e-document is created and ready to download.
- Use the Post and Send action from the document and Service Integration isn’t enabled in the E-Document Service page. The e-document is sent by email.
If you’d like to discuss more about Business Central’s upcoming changes, or about making the move across to BC, reach out today to Brookland Solutions for a no obligation discussion. Get in touch!
April 8, 2025
RECENT POSTS
Business Central – Handle Production Output with Warehouse Put-Aways
In this release, you can use warehouse put-aways for production outputs, which means you can use the same warehouse process for production outputs as you use for other receipts. Using the same process [...]
Business Central – Avoid Document Number Errors when Posting Project Journals
Business Central helps reduce or eliminate friction when you work with documents and journals. If you use a number series for project journal batches, you won't be able to post the journal if [...]
Business Central – Block Items or Variants from Production Output
Business Central gives you full control over the materials you use in production. You can prevent specific items and item variants from being used as production output. For example, blocking items can be [...]
