Advanced print management: Using purposes and tokens to define

customer e-mail addresses for invoices

First, we need to make sure there is a representative purpose predefined in AX. Go to Organization
administration > Setup > Global address book > Address and contact information purpose:

Remember to check the Contact information checkbox.

The next step is to add the email addresses to the customer card, and to assign them to thew right purpose.

Open the customer from Accounts receivable -> Common -> Customers -> All customers and expand the
Contact information tab:

Enter all the required email addresses required for the customer purposes by using the Add button.

After all the addresses is entered, you need to assign them to the right purpose. This is done by selecting Advanced
from the More options menu:
For each of the email addresse you just created, select them one by one and edit the Purpose field on the right to
match the purpose that we defined in stem one of this walktrhough:

We are now finished with the setup of the email addresses and the purposes, and may now setup default print
settings for each purpose.

To edit the print settings for confirmation and invoice, go to Accounts receivable -> Setup -> Forms -> Form
setup and click the button Print management:

First, we define the default customer email address for the order confirmations. From the print management, select
Original <Default> setting under the Sales order confirmation header. On the Destination field, click the arrow
to open the sub menu and click Printer setup:

From the printer setup, you may either directly call the purpose by entering @Confirmation@ in the To field of
the E-mail setting, or you may select the purpose manually by following these steps:
1. Click the E-mail option on the left.
2. On the To line, select the Edit dropdown button to expand the values from it.
3. Further select the Customer purpose dropdown button to select the purpose (which we created earlier).
4. Select the appropriate purpose. In this case it is the Confirmation purpose. Hit OK to go back.

You may now see that the value @Confirmation@ is entered in the To field of the email setting:

TIP: You may also add a default subject for the email that is sent here.

Click OK to go back to the Print management setup form. You may now see that the Destination field has the
value E-mail: @Confirmation@, which means that as a default setup each confirmation that is printed is sent to
the customers confirmation email:

TIP: You may also add a default footer text to the email that is sent here.

Do the same procedure for the Customer invoice purpose:

Click Close to exit the print management.

We are now finished with the setup of the functionality, and may now test that it works.
I will show a simple example with an existing sales order, which I intend to confirm and send confirmation to the
customer.

Open the sales order from Accounts receivable -> Common -> Sales orders -> All sales orders. On the Sell tab,
click Sales order confirmation from the Generate area:

NOTE: You may override the default print settings directly from the sales order overview or the sales order form,
by selecting Print management from the General tab:

Simply drill down to the desired print setting av right-click. Chose to Override:
On the Confirm sales order form, make sure the Use print management destination value is checked. You may
also override the print settings here by selecting the Printer setup button:

Click the OK button to send the sales order confirmation. The sales order confirmation is now added as an
attachment to an email form your standard email application (it will open a new email with the customer email
address and the attachment)!