This is what happens in the video
Business Central lets you send a purchase order confirmation directly to your vendor as an email attachment. You trigger the send from the purchase order itself, and Business Central pulls the vendor’s sending profile and email address automatically.
You can choose to edit the email before it goes out by setting the email option to prompt for settings. This lets you adjust the recipient, subject, and add a message.
You need a working SMTP setup in Business Central before you can send emails. Without it, the send will not work.
Sending a purchase order from Business Central
When you need to send a purchase order confirmation to a vendor, you can do it straight from the purchase order in Business Central. Open the order and use the Print/Send button, then choose Send.
Business Central handles the rest based on your setup. It uses the document sending profile configured on the vendor and the email address from the vendor card. A pop-up appears where you can change the default settings if needed.
Editing the email before you send it
If you want to review or edit the email before it leaves your system, set the email option to Yes (prompt for settings) and press OK.
Business Central then fills in the email for you:
- The vendor card email address goes into the To field
- A subject line is set
- The purchase order is attached to the email
You can add your own text using the Message field, then press OK to send the purchase order on its way.
SMTP setup is required for sending emails
One thing to keep in mind: your SMTP needs to be set up in Business Central before any of this works. Without a configured SMTP connection, you will not be able to send emails directly from Business Central.
Q&A
How do I send a purchase order confirmation from Business Central?
Open the purchase order, press the Print/Send button, and choose Send. Business Central uses the vendor’s document sending profile and the email address from the vendor card to send the order as an email attachment.
Can I edit the email before sending a purchase order?
Yes. Set the email option to “Yes (prompt for settings)” and press OK. You can then adjust the recipient, subject, and add a message before sending.
What does Business Central fill in automatically when sending a purchase order by email?
It puts the vendor card email address into the To field, sets a subject line, and attaches the purchase order to the email.
What do I need to set up before I can send emails from Business Central?
You need a working SMTP setup in Business Central. Without it, you cannot send emails directly from the system.