Astral Send - Help:
When sending documents in a batch, you can group documents on a single email. You will need to set this option on the Astral Send Report Config Card.
In the search bar enter “Astral Send Report Setup List” and select it from the list:
Figure 1 | Business Central Search - Astral Send Report Setup List
The “Astral Send Report Setup List” page will open. Open the “Astral Send Report Config Card” for the report that requires this option to be set:
Figure 2 | Astral Send Report Setup List
On the Advanced FastTab of Astral Send Report Config Card for the report, in this example the “Standard – Sales Invoice” report, toggle on “Group by Recipient”:
Figure 3 | Advanced FastTab
Now, in the search bar, enter “Astral Send Document Batches” and select it from the list:
Figure 4 | Search Astral Send Document Batches
The “Astral Send Document Batches” list page will appear. Click on “New” in the ribbon:
Figure 5 | Astral Send Document Batches
On the Astral Send Document Batch Card, in the General FastTab, a number (1) for the batch will be assigned automatically, as setup in the No. Series. Enter a description for your batch in the Description field (2) and select a report (4) from the Report Configuration List in the Report Config No. field, by clicking on the downward arrow (3):
Figure 6 | Astral Send Document Batch Card
In the Filters FastTab, select the filters to apply to your batch. The filters you choose determine the documents that will be selected for sending by Astral Send. You can set up to five filters by clicking on the Assist Edit button on each Field No.:
Figure 7 | Filters FastTab
A new dialogue window will open that displays all available Astral Send Fields that can be filtered on. Select a field (1) that you want to filter on and click on “OK” (2):
Figure 8 | Astral Send Fields
Now the batch is setup, you can see a list of the documents that will be sent for the filter(s) selected. In the tab at the bottom of the page, in the section called Total to Send, click on the number in the Total to Send field:
Figure 9 | Total to Send FastTab
This will show a list of all the documents that will currently be sent when you run the batch:
Figure 10 | Posted Sales Invoices
To send the document batch immediately, select the “Run Batch” activity in the ribbon on the Astral Send Document Batch card:
Figure 11 | Run Batch
In this example, one email with three invoices attached as PDF documents will be sent.