The next section of the document type is the Delivery FastTab this contains settings that will be used when creating emails from this document type.
The Subject relates to the subject of the email received by the recipient(s), this will be picked up when choosing individual records to send out. If multiple records have been selected and then grouped it will use the Batch Subject field as the subject of the email received by the recipient(s).
It is only when the option Queue Email, (explained in more detail further on in the user guide) is used that the information in the Sender Name and Sender Address will be used.
NB: The Batch Subject will also be used when choosing to Queue the emails rather than send them straight away.
If you are using Microsoft Dynamics 365 Business Central, you must fill in the Sender Address regardless of whether you are using Send Email or Queue Email as the app no longer goes through Outlook.
NB: Not populating it will cause an error visible in the Document Delivery Log.
The other side of the FastTab relates to the printing of documents. Previously in the user guide we setup some Print Node fields allowing us to test whether we could print documents through Microsoft Dynamics 365 Business Central.
The settings in here allow you to determine if a document type should be printed or not. The Print field is a drop-down field allowing you to choose when and if you want the document type to print. Leaving the field Blank indicates that the document type does not need to be printed and only emailed to customers. If you choose When No Recipient, then you need to make sure you fill in the field Printer Name.
By choosing when no recipient, you are telling the application that if an email address hasn’t been found for a customer/vendor for a particular document type then print the document to a dedicated printer (indicated in the Printer name field).
If you choose the final option Always, you are saying that regardless of whether there is an email to send the document type out to or not, you still want the document printing. This means in some cases only a printout of the document type will be done for all records selected. In other cases, both an email will be sent to the customer/vendor as well as printout being done.
When populating the Printer Name field you ca either type in the printer name (if know) or use the assist next to the field to choose from the list of printers
NB: Printer Tray is an optional field to populate you don’t need to go to that level of detail unless you want your document printing from a certain printer tray in your printer.