Handling which type of document that is sent to which email addresses per Customer

For the Sales person and Purchaser
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The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

How to handle which document type to send by email to a specific customer with Master Data Information?

With master data information, it’s possible to attach email addresses on the customer cards, which will make it possible to send order confirmation, invoices, and shipment to different mail addresses.

Transcription of video

So in this example, our sales rep, John, would like to take over sales order from our customer, Mary, and he already created a customer card in Business Central.

So, here’s the customer, and on this customer, he might have attached already different master data information. And now he attaches as text, he attaches the mail addresses for Mary, who should receive the sales order confirmation, Peter, who is the one receiving the goods and the shipment, and maybe an address for invoicing the customer.

He could also attach file and other stuff. And then when he creates the sales order to customer Mary over here, he creates the sales order, it transfers all the master data from the different entities to the sales order. And then, when you press send mail, it will send a sales order confirmation to Mary’s mail address automatically, attaching the file, also, from items, et cetera.

Now, when we post the sales order, it will create a posted shipment that could be sent to Peter, and it will create a posted sales invoice that automatically is sent to the invoicing mail address to the customer. This way, it’s possible to setup the master data information once and for all, to save time from our sales rep, John, when he takes an order, and from our accounting, when they do the posting.