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