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Scenarios for E-mail Notifications

To ensure that e-mail notifications are sent from the correct e-mail address, Document Phase Management uses the standard Business Central E-mail Scenarios feature.

Each supported document type has its own dedicated scenario, which must be assigned to the appropriate e-mail account.

This allows notifications for different document types to be sent from different e-mail addresses if required.

Typical scenarios include:

  • Document Phase Management – Sales Order
  • Document Phase Management – Sales Invoice
  • Document Phase Management – Sales Credit Memo
  • Document Phase Management – Posted Sales Invoice
  • Document Phase Management – Sales Archive

These scenarios must be configured and mapped to the correct e-mail account before notifications can be sent successfully.