Hands On With Microsoft Dynamics GP 2018 R2 New Features: Email POP PO Other Form

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twenty-third new feature is Email POP PO Other Form. This feature makes the Purhcase Order Other Form available for email.

My hands on with the feature was somewhat abbreviated when I discovered that there was no default Word Template available. While technically allowing a PO to be emailed using the Other Form, the lack of a default Word Templates means that there is a large amount of effort involved to make it available.

To create a new Word Template, you need to use the Word Template Generator to create a Word Template from the Report Writer XML and then format the resulting template; this is a long, complex and difficult to process to do in order not to break the template so email, or even the Word Template itself, doesn’t get broken.