In the Business Central search, type e-Fax Log and click the link associated.Case “Send e-Fax with an active workflow” of “Validate and Don’t Send”:Į-Fax will not send the purchase order document unless it will go through the approval cycle workflow that is exists and approved by the approver in order to be sent.If it is not approved yet, then the system will warn the user by a warning message “Do you want to send e-Fax without approval?” so if user click “Yes” system will send the document. Case “Send e-Fax with an active workflow” of “Validate and Warning Only”:Į-Fax will check if the document is approved or not to be sent by the approver.Case “Send e-Fax with an active workflow” of “No validation”:Į-Fax will not check if there is an approval cycle applied to e-Fax sending permission and the document will be sent directly to vendor regardless the approval cycle that exists.Now, your document will follow the configuration in “e-Fax User Setup” – “Send e-Fax with an active workflow” and here we will recognize three scenarios: Go to the coveted document and open it, choose the “Print/Send” action, then click “Send by E-Fax” as per the following example image wherein, shows a Purchase Order to be sent by e-Fax to vendor: Validate and Don’t Send: e-Fax will not send the document unless it is approved by the approver.Į-Fax App will allow you to send all Business Central documents to your customers or vendors such as: Purchase Order, Purchase Quote, Blanket Purchase order, Purchase Credit Memo, Purchase Invoice, Blanket Sales Order, Sales Order, Sales Quote, and Sales Credit Memo, Sales Invoice.Validate and Warning Only: e-Fax will check whether the document is approved or not before sending to the receiver the approval cycle that is exists and active in business center, so if the document is not approved yet, then e-Fax will warn the user by a message “Do you want to send e-Fax without approval?” so, if user click “Yes” system will send the document to receiver and a log record will be added into the e-Fax log with all details.No validation: it means that e-Fax will bypass the workflow configuration and the approval cycles and will send the document directly to receiver.
After choosing the document type, choose the permission option that the user should have for each specific document type from the drop list in the field “Send e-Fax with active workflow”.The existing document types are: “Quote, Order, Invoice, Credit Memo, Blanket Order, Return Order”. In the Transaction Type field, add the transaction type of your coveted business central document either to be “Sales or Purchase”, then choose the Document Type.On the ribbon, choose the action “+New”.In the Business Central search, type in the search “e-Fax Setup” and click the link associated.
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