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Vendor Emails per Report using Vendor Document Layouts

General Concepts

There is an email address on the Vendor, if you do nothing else in the system, this will be the default for any email sent out to the vendor.

If you want to use a different email for different documents to go to the vendor then you need to use "Vendor Document Layouts".

Base Busines Central Function explained in brief

Base Business Central provides a basic ability to do this from the Vendor Card (not list). Go to the Vendor Button and you will see "Document Layouts". There is a function called "Copy from Report Selection" which brings in all the reports setup for vendors, in here you can change the email address. This is a slow process as it must be done vendor by vendor.

Update all reports for all vendors in one page

  • In HomeBuilder there is an option to update all reports for all vendors in one page. From the HomeBuilder menu, go to Setup – Document Management – Vendor Document Layouts:

  • The page will be filled in with any vendor reports already setup. To fill in any missing vendors/reports click on the “Copy from Report Selections”.

    • Select the reports in the top page of the page (you will need to scroll down to see all reports)
    • Select all the vendors that you would like to add to the list.
Note

You need to multi-select reports and vendors in the “Copy from Report Selections” function, otherwise this function will do very little.

  • Click on the button “Copy to Document Layouts” and follow the prompts but be very careful here. You will be given two options, one will override any email address you have entered already, one will just add the vendors to the list.
Important

When you see the message "Would you like to update Email in existing Document Document Layout records from Vendor Card?", choosing Yes will override any email addresses you have already entered. Select No and the system will add the vendors but keep previously entered email addresses intact.

  • Once back in the "Vendor Document Layouts" page, Click on “Edit List” and enter the email addresses that you want to use.