Email option is unavailable for SOP transactions

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I have had a few people question why the email function is greyed out when trying to email SOP documents using the new email functionality. This is because the email functionality will only work on the Blank formats for the document types.

Here are the steps to verify your default format:

1. Under Microsoft Dynamics GP | Tools | Setup | Sales Order Processing and click Sales Document Setup.

2. Select your document type.

3.Make sure that Blank Paper is selected for the Format.

You can also select the Blank Paper format during the printing process of the documents and then use the email function from the print windows.

Enjoy!

Rhonda S.