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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Need to add variable v...
Small and medium business | Business Central, N...
Suggested answer

Need to add variable vales when sending the sales invoices and quotes.

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Posted on by Community member
Hi All,
 
Please help me to make customer email body when sending invoices or quotations.
 
Ex : -
 
Dear %customer%,
Your %PI-#% for %INVOICE-AMOUNT% is attached. Please remit payment at your earliest convenience.
Thank you for your business - we appreciate it very much.
 
So variables will be 
%customer%, = Sales invoice header sell to customer name
%PI-#% = Sales invoice No
%INVOICE-AMOUNT% = Sales Invoice Amount

Can we do this without any customizations? 
Categories:
Other
Sales
Development
Reports and Business Intelligence
Integration with Teams, Excel, Outlook
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 62,477 Moderator on at
    Need to add variable vales when sending the sales invoices and quotes.
    As far as I know this can't be done.
    In some standard reports, these are fixed. Unless you customize a new report or create a new Word Template.
    It may be easier to use Word Template
     
    Hope this helps.
    Thanks.
    ZHU

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