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Purchase order lines shown directly in email body

Functions with Purchase Order Management
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

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Presenter: Christina Fausbøll, Product Manager

When you combine Document Handling with purchase order management in Business Central, you get an extra feature: information from the order lines can be added directly into the body of the email. When you send the purchase order, the email body contains the actual order details rather than just an attachment. This makes it easier for the recipient to read the order without opening a separate document.

Adding order line information to the email body in Document Handling

When you use Document Handling together with purchase order management, you unlock an extra feature. Information from the order lines can be pulled into the email body itself.

In practice this means that when you send a purchase order, the email does not just include an attachment. The body of the email contains the information from the actual order. The recipient can see the order details directly in the email text.

What this means in practice

This is useful because it gives the recipient the relevant order information at a glance, without having to open an attached document first. The line details from the purchase order are carried straight into the message your supplier or contact receives.

Q&A

What extra feature do you get when combining Document Handling with purchase order management?

You can add information from the order lines directly into the email body, so the email contains the actual order details and not just an attachment.

Where does the order line information appear when you send a purchase order?

It appears in the body of the email, pulled from the actual order, so the recipient sees the order details in the email text itself.

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