Dynamics GP 2010 added 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, invoices, returns, back orders, and packing slips
Receivable 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 2010 or higher be installed on the client computer. E-mailing documents in XPS and PDF formats does require Word 2010 or higher on the client, 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.