create a purchase order from vendor ax 2012

We can choose a contact person on the PO header as we saw earlier.

However, there is potential for some confusion in the setup of the primary contact email addresses.

Most people would immediately assume that this email address will be used when sending the purchase order, that this is the Primary contact email address.

When I want to mail this PO to the vendor, using this contact address, I will find out the system is not using this email.

Then what is this email doing here I can use this email address by clicking on the little icon to the right of the email field.

You may have to try these three options, because it is possible that they do not all work, depending on the setup.

The first option just opens Outlook, no AX email set up required, and it is the default.

I can easily send personal emails to the contact at the vendor.

This is handy when I need to correspond about the purchase order at a later moment.

But right now I still have to mail this purchase order to the vendor, and I cant send that purchase order from here.

So we are going to mail our purchase order to our Primary contact at the vendor.

In Dynamics 365 for Operations, this functionality has not changed.

I click Confirmation and once there, in the Print Destination Settings, we have the familiar choices.

We choose Email and we click edit to indicate we want to use the email of the primary contact.

The Edit feature was introduced sometime during AX 2012.) After clicking OK, we see this: In the To field a mysterious double at sign appears.

This is normal. After another click of OK, the system will start searching for the primary contact email address.

The system does not give a hoot about our contact email address that copied so nicely on the PO header.

Conclusion: This means that the primary contact email address of the vendor should be entered in the Contact information of the vendor.

The Contact Information fast tab on the vendor needs to contain an email address with the Primary box checked.

Contact persons for a vendor can be many, but none of them can be made primary.

We erroneously assumed that the contact we chose in the PO header is seen as primary.

Not so. We may still need contact persons per vendor with their emails, but we sure dont need them to make the purchase order email work.

How to set up contact persons per vendor Realizing we are wasting our time with vendor contacts if our only goal is to have our purchase order emailed, we will go ahead and create vendor contacts.

With Add Contacts we are adding contacts that are persons working at the vendor.

Create A Purchase Order From Vendor Ax 2012