Rose Business Solutions Dynamics GP

Dynamics GP 2010 includes new functionality that allows you to easily send sales and purchasing documents to your business partners via e-mail.  This is easy to set up and easy to use.

There are two system set up screens to go to:

Tools  >>  Setup  >>  Company  >>  E-mail Settings

Then go to either the Sales Series or Purchasing Series from this screen.  Select which documents you want to enable for e-mailing.  You should also add a message for each document type so that the subject and the body of your e-mail messages are filled out appropriately.

After the system setups, you can go to individual customer cards and set up e-mail settings and e-mail addresses.  Open the Address ID associated with the customers “Bill To” address.  Click on the Internet Address icon, next to the Address ID and add the e-mail addresses for the individuals to whom you want to send the documents.

Next  you’ll want to go to the  E-mail Options tab, from the Customer card to indicate which documents you want to be sent to the customer via e-mail.

Once you’ve set up your customers to receive documents via e-mail, you can send documents from a batch or from individual transactions.  To send from the Sales Transaction screen, click on the e-mail message icon at the top of the screen.

You can also send documents from the batch as well.

Here is a quick video I created to show this in action: http://www.youtube.com/watch?v=jiKXf_gPKjs

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