Dynamics GP 2010 adds the ability to directly e-mail documents either individually or in bulk. This feature provides a number of options for e-mailing:
Sales Quotes, Orders, Fulfillment Orders, and Invoices
Receivables Invoices, Returns, Debit Memos, Credit Memos, Finance Charges, Warranties, and Service/Repair documents
Standard Purchase Order, Blanket Purchase Order, Drop Ship Purchase Orders, and Drop Ship Blanket Purchase Orders
Vendor Remittances
Documents can be e-mailed in HTML, DOCX, XPS, or PDF formats. E-mailing HTML and DOCX formatted attachments does NOT require that Word 2007 or higher be installed on the client computer. E-mailing documents in XPS and PDF formats does require Word 2007 or higher on the client computer, but Adobe Acrobat is not necessary.
In this recipe, we will look at e-mailing documents individually or in bulk along with some setup items using the sample company.