I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked perfectly. This guide will show you how to set this up in Dynamics 365 Finance and Operations (D365FO) step by step.

Solution Overview

You can follow these steps to make it work:

1. Configure the D365FO Print management settings to save the Sales confirmation document as a Document management attachment on Sales order.
2. Configure the Print management settings to save the Sales packing slip document as an attachment on Sales order.
3. Set up Print management for the Sales Invoice to include the above two documents as additional email attachments.

Configure Print Management Settings

To achieve the desired outcome, we need to configure Print management settings for each document: Sales Confirmation, Sales Packing Slip, and Sales Invoice.

Here’s how to set them up:

Sales confirmation report

First, we’ll configure the Sales confirmation report to save the generated document as a Document management attachment on the related Sales order:

• Print destination: Docentric File
• Output filename: Sales_order_confirmation_@SalesId@.pdf (with Docentric Free Edition you can use any combination of fixed text and Docentric placeholders to create a file with a name meaningful to you)
• Output file format: PDF
• Save to attachment: Yes
• Document type: File (or any other Document type of your choice, that is configured with the same Action class as the standard File document type)
• Record type: Source table (Source table for the Sales confirmation is Sales order, so the generated document will be saved as an attachment on Sales order)
• If Attachment already exists: Replace existing (otherwise, each reprinting of this confirmation would generate a new attachment, which you probably want to avoid)

Sales packing slip

Next, set up the Sales packing slip to be automatically saved as a Document management attachment, just like the Confirmation:

• Print destination: Docentric file
• Output filename: Purchase_order_packing_slip_for_SO-@SalesId@.pdf
• Output file format: PDF
• Save to attachment: Yes
• Document type: File
• Record type: Source table (Source table for the Sales packing slip is also Sales order, so the generated document will be saved as an attachment on Sales order)
• If Attachment already exists: Replace existing

Sales invoice

Finally, configure the Sales invoice settings to send the invoice via email, ensuring that additional documents (Sales confirmation and Sales packing slip) are also attached.

• Print destination: Docentric Email
• Attachment name: Customer_invoice_@SalesId@.pdf
• Output file format: PDF

Additional attachment rules configuration:

• Load from: Source table (this will take all Document management attachments found on the related Sales order and add them to the outgoing email when Sales invoice is printed)

Step-by-Step Instructions to Send All Documents in One Email

Now that the Print management settings are configured, follow these steps to print the documents and send them in one email.

1. Create a new Sales order:
   
   In Dynamics 365, a purpose of Sales order is to record the customer’s request to buy products or services. It includes details like customer information, items ordered, and prices. This Sales order will be the source (source table) for generating the Sales confirmation, Sales order packing slip, and Sales invoice.





2. Confirm the Sales order:
   
   Once the Sales order is created, confirm it. This step finalizes the order and automatically generates the Sales confirmation, which will be saved as an attachment using the above specified Print management settings.





3. Optional step - Check the Sales confirmation:
   
   After the Sales confirmation is generated, you can make sure that it is really attached as expected: click the paperclip icon 📎 from the Sales order form and verify that it’s visible there.





4. Optional step - Open the Sales confirmation document:
   
   Open the attachment to ensure the Sales confirmation was saved correctly.





5. Post the Sales packing slip:
   
   Once the goods are ready to ship, post the Sales packing slip to confirm that the items are being sent to the customer.




Make sure you turn on the Use print management destination when posting the Sales packing slip. This ensures that it is saved as an attachment automatically.




6. Optional step - Check the Sales packing slip document:
   Both the Sales confirmation and Sales packing slip should now appear among the attachments.





7. Generate the Sales invoice and send the email:
   
   Now, generate the Sales Invoice. Once generated, this invoice will be sent via email to the customer. By printing through the Print management, the email will automatically include the newly created Sales invoice, then the Sales confirmation and Sales packing slip, ensuring that all key documents are delivered together in a single email.