Traditionally Econix E-Fax – Microsoft Dynamics 365 Business Central organizations used to send documents like purchase order, purchase invoices, sales order confirmation, etc. by fax. With change in technology, companies have adapted e-fax solutions. As of today, Microsoft Dynamics 365 Business Central doesn’t have capability to send documents via e-fax directly and users first have to print the document and then use traditional way of fax.
This new solution from Econix will enable customers to use their e-fax solution integrated with Microsoft Dynamics 365 Business Central to send documents like purchase order, sales invoice, etc. by e-fax from Microsoft Dynamics 365 Business Central screen of purchase order, sales invoice respectively.
With this solution, customers or users can save a lot of time and resources to perform faxing tasks from Dynamics 365 Business Central.
The permissions are as the following:
To send documents related to vendor or customer record in Microsoft Dynamics 365 Business Central, its important to define associated fax number of trading partner in respective record in Dynamics 365 Business Central.
This can be performed by using standard “Fax” field at customer or vendor card in Dynamics 365 Business Central.
Vendor
At vendor card in Business Central, under fast tab “Address & Contact” define fax number for the vendor.
Customer
At customer card in Business Central, under fast tab “Address & Contact” define fax number for the customer.
Sending a Business Central Document
e-Fax App will allow you to send all Business Central documents to your customers or vendors such as: Purchase Order, Purchase Quote, Blanket Purchase order, Purchase Credit Memo, Purchase Invoice, Blanket Sales Order, Sales Order, Sales Quote, and Sales Credit Memo, Sales Invoice. Go to the coveted document and open it, choose the “Print/Send” action, then click “Send by E-Fax” as per the following example image wherein, shows a Purchase Order to be sent by e-Fax to vendor:
Now, your document will follow the configuration in “e-Fax User Setup” – “Send e-Fax with an active workflow” and here we will recognize three scenarios:
Track Sent Documents – e-Fax Log
The permissions are as the following:
To send documents related to vendor or customer record in Microsoft Dynamics 365 Business Central, its important to define associated fax number of trading partner in respective record in Dynamics 365 Business Central.
This can be performed by using standard “Fax” field at customer or vendor card in Dynamics 365 Business Central.
Vendor
At vendor card in Business Central, under fast tab “Address & Contact” define fax number for the vendor.
Customer
At customer card in Business Central, under fast tab “Address & Contact” define fax number for the customer.
Sending a Business Central Document
e-Fax App will allow you to send all Business Central documents to your customers or vendors such as: Purchase Order, Purchase Quote, Blanket Purchase order, Purchase Credit Memo, Purchase Invoice, Blanket Sales Order, Sales Order, Sales Quote, and Sales Credit Memo, Sales Invoice. Go to the coveted document and open it, choose the “Print/Send” action, then click “Send by E-Fax” as per the following example image wherein, shows a Purchase Order to be sent by e-Fax to vendor:
Now, your document will follow the configuration in “e-Fax User Setup” – “Send e-Fax with an active workflow” and here we will recognize three scenarios:
Track Sent Documents – e-Fax Log
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