How to Quick Send an OM Order Confirmations within Dynamics SL

Here is a breakdown of how to use Quick Send to email Order Management order confirmations in Microsoft Dynamics SL, formerly known as Solomon financial software. You’ll need Application Server up and running somewhere on your network in order to Quick Send documents.

This tutorial is made up of the following sections:

• Quick Send setup
• Customer setup
• Sending Order Management order confirmations
• Verification
• Recap

From the Setup section of the Shared Information module, you can click Quick Send Setup to open that screen. Here you can configure defaults for the various documents that you can send with Quick Send.