Set Up Document Sending Profiles NAV 2016

Hi All,

You can set each customer up with a preferred method of sending sales documents, so that you do not have to select a sending option every time you choose the Post and Send button

In the Document Sending Profiles window, you set up different sending profiles that you can select from in the Document Sending Profile field on a customer card

In the Document Sending Profile window for a sending profile, you can select the Default check box to specify that the document sending profile is the default profile for all customers, except for customers where the Document Sending Profile field is filled with another sending profile.


When you choose the Post and Send button on a sales document, the Post and Send Confirmation dialog box shows the sending profile used, either the one set up for the customer or the default for all customers. 
In the dialog box, you can change the sending profile for the sales document

To set up a document sending profile

1. In the Search box, enter Document Sending Profiles, and then choose the related link.
2. On the Home tab, in the New group, choose New.

Fill the fields as described in the following table.

Field	Description
Code	Specify a code to identify the document sending profile in the system.
Description	Describe the document sending profile.
Default	Specify if the document sending profile will be used as the default profile for all customers. The Default check box can only be selected for one Document Sending Profile record. To deselect a check box, select another check box.
Printer	Specify if the document is printed when you choose the Post and Send button. You can choose between the following options: No: The document is not printed. Yes (Use Default Settings): The document is printed according to the default printer setup. Yes (Prompt for Settings): The document is printed according to settings that you make on the printer setup dialog.
E-Mail	Specify if the document is sent by e-mail to the customer when you choose the Post and Send button. You can choose between the following options: No: An e-mail is not created. Yes (Use Default Settings): The document is attached to an e-mail to the customer according to the default settings for e-mail sending. For more information, see How to: Send Email Messages. Yes (Prompt for Settings): The document is attached to an e-mail according to settings that you make in the Send Email window. In the E-Mail Attachment field, select the type of file to attach.
Disk	Specify if the document is saved to a file location when you choose the Post and Send button. You can choose between the following options: No: No file is saved. PDF: The document is saved as PDF to the location that you specify. Electronic Document: The document is saved as an electronic documernt to the location that you specify. In the Format field, select the format of the electronic document.
Electronic Document	Specify if the document is sent as an electronic document that the customer can import into their system when you choose the Post and Send button. For more information, see Electronic Documents and Other Data Exchange. You can choose between the following options: No: An electronic document is not created. Through Document Exchange Service: The document is sent as an elekctronic document. In the Electronic Format field, select the format of the electronic document.
Electronic Format	Specify which format to use for electronic document sending. For more information, see Electronic Documents and Other Data Exchange.

You can tag the Sending Document Profiles on Customer Card.




Now go to Posted Sales Invoice and Click on Send

Based on the options selected it will prompt for Email and Attachment will be PDF, an it will Print to Printer based on Default Settings






Thanks & Regards, 
Nandesh Gowda