Handle Purchase Order and send Email

Purchase Order Management in Microsoft Dynamics 365 Business Central lets you contact your vendor by email directly from a purchase order. You use the handle and send functions to either move order lines into the handling journal or send the order to the vendor by email in one step.

You find the email function under the navigate menu on the purchase order, where you choose handle and send. When you press send, the order lines go to the handling journal and an email with the order is sent to the vendor automatically.

Sending a purchase order to your vendor by email

Once you have created your purchase order and you are ready to contact your vendor, you can do it by email using Purchase Order Management.

Open the purchase order and go to the navigate menu. Here you find the option to handle and send. From this menu you can choose to handle the order and to send the email.

The difference between handle order and handle and send

You have two related functions to work with:

• Handle order line moves the order line into the handling journal without sending anything to the vendor.
• Handle and send moves the line into the journal and sends an email with the order to the vendor at the same time.

The only difference between the two is the email step. If you only want to register the line in the handling journal, you use handle order line. If you also want to notify the vendor, you use handle and send.

What happens when you press send

When you press the send button, the order lines go to the handling journal and an email is generated to the vendor with the order details. The email opens so you can review it before it goes out. The purchase line number from the order is included, so the vendor receives the correct order reference.

Q&A