Name: Templates used at order action - Microsoft Dynamics 365 Business Central
Uploaded: 2022-06-16T14:55:24+02:00
Duration: 1 min 12 s
Description: When purchase order management is installed, a new action has been added to document handling simple text setup, advanced text templates.

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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced 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

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When purchase order management is installed, a new action has been added to document handling simple text setup, advanced text templates.

Here we see setup for both document paths, lines and headers.

And that is because in purchase order management, you can send mail based on the whole order or just for lines that you’re spending on.

Connected to each of these setup lines is a list of actions.

This is due to the fact that purchase order management control mail and mail bodies differently based on the status and the action that we want to perform.

And therefore, there is a template for each of these actions, and we can edit them individually.