This tutorial breaks down how to use Quick Send to email Order Management invoices in Microsoft Dynamics SL, formerly known as Solomon financial software. You must have Application Server set up and running somewhere on your network if you want to be able to Quick Send documents.
This video is made up of the following sections:
- Quick Send setup
- Customer setup
- Sending Order Management invoices
- Verification
- Recap
From the Setup section of the Shared Information module, you can launch the Quick Send Setup screen. This screen is where you can configure defaults for the various kinds of documents you can send with Quick Send.