With the release of Dynamics GP 18.7, Microsoft made an enhancement to the email functionality for customers and vendors. Previously, when you opened the Purchasing E-mail Detail Entry or Sales E-mail Detail Entry window, all email addresses from the vendor or customer record would default in, overwriting the email address based on the document type setting.
Now, with the new update, if you choose to open the e-mail detail window, it will only display the email addresses specific to the customer/vendor and the document type.
A vendor or customer transaction will display the email address information on the transaction as to how they are assigned in the customer or vendor email setup.
For example:
- A customer or a vendor is setup to email by document type.
- You enter a Purchase Order, and you view the email information to verify or edit.
- The system will display email addresses how they are assigned in the email setup
This change is crucial for companies, especially those with separation of duties. In many organizations, users may not have access to the customer record. Therefore, it’s essential for users to be able to view the details of the email during the entry process. This functionality ensures accuracy, enhances security, and streamlines communication, ultimately contributing to more efficient and effective operations.
Continue to check back to the Microsoft Dynamics GP October 2024 – Feature Blog Series to review upcoming blog posts related to our new features and other helpful resource links.
By CAL Business Solutions, Connecticut Microsoft Dynamics GP / 365 BC & Acumatica Partner, www.calszone.com
Read the original post at: https://community.dynamics.com/blogs/post/?postid=f19303c9-e892-ef11-ac21-6045bdd6e4e4
