How to e-mail purchase orders to vendors in Dynamics AX 2012 R3


R2 CU7 and R3 have new options for setting up e-mail destinations in Print management and for the e-mail destination of print management for purchase orders

‘Vendor purpose’ is used for external address the setup main table is at Organization administration > Setup > Global address book > Address and contact information purpose:

The Vendor purpose drop list is filtered by ‘Contact information’, so as above I’ve added a Purpose ‘PO’ and ticked the Contact information checkbox.

There’s a checkbox to email the purchase order to the Vendor’s primary contact, and you can add (or cc) employees by adding the job title [of their position].

You can use this setup when you’re posting the purchase order confirmation, but probably simpler to set it up as ‘Print management’.

There are two ways to setup print management for purchase orders:

Print management – all vendors

Procurement and sourcing > Setup > Forms…

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