[E-Document Core] - Sending E-document file via service and an email in parallel. Create E-document from Posted Sales Invoice

[GMatuleviciute]

This pull request does not have a related issue as it's part of the delivery for development agreed directly with @altotovi @Groenbech96

Implementation 1

With this update E-Documents are automatically created and emailed, when posting Sales Invoices, Sales Orders, and Sales Credit Memos.

When the user clicks on "Post" ->"Post and Send" action:

1. Sales document is posted.
2. At the same time E-Document is created.
3. Newly created E-Document is sent via email automatically.

• E-Document is added as a new type of a file to attach under "Sending Options" FastTab on Document Sending Profile page.
• The "Post and Send" option simplifies the process by automatically generating and emailing e-documents. A user can complete both actions in one step.

This feature improves efficiency by reducing manual tasks and ensuring timely e-document distribution.

Implementation 2

Another newly implemented E-Documents feature enables users to generate an E-Document from a posted Sales Invoice or Credit Memo, even if the customer’s setup was incomplete at the time of posting.

This enhancement allows users to generate an E-Document from a posted Sales document if the customer configuration regarding "Document Sending Profile" has been updated post-posting.

New Action under Related-> E-Document-> Other Menu in Posted Sales Invoice/Credit Memo card page:

1. Create and send E-Document:

• Generates an E-Document and sends it via the integrated service.
• This option is available only if no E-Document is linked to the posted sales document.

Another new Action is added under Print/Send Menu in Posted Sales Invoice/Credit Memo card page:

2. Create and Email E-Invoice:

• Generates an E-Document, sends it via the integrated service, and sends it via email to the customer.

In this way, user can get the E-Document through different channels for their convenience.

Related with Base App modification: Replace Temp Server File with TempBlob for Report Email Body by pri-kise · Pull Request #1185 · microsoft/BusinessCentralApps

Fixes #

[pri-kise]

I don't understand the LibraryLowerPermisson here.
A team member migth be able to create sales order currently, but isn't a team member restricted to only create quotes with the license?

[petemchlk]

To be honest I followed the pattern which is present in E-Doc E2E tests:

But its good question, found the same information on team member license

[petemchlk]

Changed it to be SalesDocsPost permission

[pri-kise]

I would reccomend to set var explicit to the reference types here, too.

[petemchlk]

@Groenbech96 @GMatuleviciute this build will fail as it requires the base app modification to be in place

[Groenbech96]

PR is still on hold until https://github.com/microsoft/BusinessCentralApps/pull/1185 has been merged.

[GMatuleviciute]

PR is still on hold until microsoft/BusinessCentralApps#1185 has been merged.

@Groenbech96 Related base app pull request is approved and merged. This pull request is ready for review.