Email Placeholder

Placeholder tags are variables that are dynamically replaced during the execution of the business forms or reports. The following fields support placeholder tags:

• Email Subject
• Email body
• Filename
• Azure blob storage folder name

Fixed List Placeholder Tokens

Each of the Smart Send supported documents have a fixed list of tags. These are listed below:

Document	Fixed token
Sales Agreement Confirmation	Created Date %CreatedDate% Customer Account %CustAccount% Delivery Name %DeliveryName% Effective Date %EffectiveDate% Expiration Date %ExpirationDate% Invoice Account %InvoiceAccount% Sales Agreement %SalesAgreement%
Sales Quotation	Quotation Id: %QuotationId% Quotation Document Number: %QuotationDocNum% Invoice Account: %InvoiceAccount% Delivery Name: %DeliveryName% Quotation Date: %QuotationDate% Deadline: %Deadline% Created Date: %CreatedDate%
Sales Order Confirmation	Confirmation Id: %ConfirmationId% Sales Id: %SalesId% Invoice Account: %InvoiceAccount% Delivery Name: %DeliveryName% Confirmation Date: %ConfirmDate% Purchase Order: %PurchaseOrder% Created Date: %CreatedDate% Customer Name: %CustomerName%
Sales Return Order/Return Acknowledgement	RMA Number: %ReturnItemNum% Customer account: %CustAccount% Sales name: %SalesName% Customer account name: %CustAccountName% Invoice account: %InvoiceAccount% Invoice account name: %InvoiceAccountName% Customer reference: %CustomerRef% Replacement reference: %ReturnReplacementId% Sales taker: %WorkerSalesTakerName% Return deadline: %ReturnDeadline%
Sales Packing Slip	Order Account: %OrderAccount% Delivery Name: %DeliveryName% Invoice Account: %InvoiceAccount% Invoice Name: %InvoiceAccountName% Ship Date: %ShipDate% Sales Id: %SalesId% Created Date: %CreatedDate%
Sales Invoice	Invoice Id: %InvoiceId% Invoice Account: %InvoiceAccount% Invoice Account Name: %InvoiceAccountName% Invoice Date: %InvoiceDate% Invoice Due Date: %DueDate% Created Date: %CreatedDate%
Free Text Invoice	Invoice Id: %InvoiceId% Invoice Account: %InvoiceAccount% Invoice Account Name: %InvoiceAccountName% Invoice Date: %InvoiceDate% Invoice Due Date: %DueDate% Created Date: %CreatedDate%
Customer Payment Advice	Account Number: %AccountNum% Account Name: %AccountName% Journal Number: %JournalNum% Payment Reference: %PaymentReference% Payment Advice Date: %PaymAdviceDate%
Customer Account Statement	Account number: %AccountNum% Account name: %AccountName% Created Date: %CreatedDate%
Collection Letter	Collection Letter Number %CollectionLetterNum% Account Number: %AccountNum% Account Name: %AccountName% Date: %Date% Due Date: %DueDate Total: %Total% Notes: %Notes%
Request for Quotation	RFQ Id: %RFQId% Account Number: %VendAccountNum% Account Name: %VendAccountName% RFQ Document Number: %RFQDocNum% RFQ Date: %RFQDate% RFQ Name: %RFQName% Vendor Reference: %VendRef% Orderer: %Orderer% Requested By Name %RequestedBy%
Purchase Order	Purchase Order Id: %PurchaseOrderId% Purchase Journal: %PurchaseJournal% Order Account: %OrderAccount% Delivery Name: %DeliveryName% Purchase Date: %PurchaseDate% Created Date: %CreatedDate% Requestor’s Name: %RequestorName% Requestor’s Email: %RequestorEmail% Orderer’s Name: %OrdererName% Orderer’s Email: %OrdererEmail% Vendor Name: %VendorName%
Vendor Payment Advice	Account Number: %AccountNum% Account Name: %AccountName% Journal Number: %JournalNum% Payment Advice Date: %PaymAdviceDate% Created Date: %CreatedDate%
Project Quotation	Quotation Id: %QuotationId% Quotation Document Number: %QuotationDocNum% Invoice Account: %InvoiceAccount% Prospect: %Prospect% Delivery Name: %DeliveryName% Quotation Date: %QuotationDate% Deadline: %Deadline% Project Id: %ProjectId% Project Name: %ProjectName%
Project Invoice	Project Id: %ProjId% Project Name: %ProjName% Project Contract Id: %ProjContractId% Invoice Id: %InvoiceId% Invoice Account: %InvoiceAccount% Delivery Name: %DeliveryName% Invoice Date: %InvoiceDate% Due Date: %DueDate% Created Date: %CreatedDate%
Transfer Overview	Transfer number: %TransferId% From warehouse: %LocationNameFrom% From address: %FromAddress% To warehouse: %LocationNameTo% To address: %ToAddress% Transfer status: %TransferStatus% Ship date: %ShipDate%
Bill of Lading	Bill of lading Id: %BillOfLadingId% Shipment Id: %ShipmentId% Cust Account: %CustAccount% Customer name: %CustName% Delivery name: %DeliveryName%
Container Contents	ContainerID: %ContainerID% Shipment Id: %ShipmentId% Load Id: %LoadId% Account number: %AccountNum% Delivery name: %DeliveryName% Attribute code 1: %ContainerAttributeCode1% Attribute code 2: %ContainerAttributeCode2% Attribute code 3: %ContainerAttributeCode3% Attribute code 4: %ContainerAttributeCode4%
Commercial Invoice	Invoice account: %InvoiceAccount% Total value: %TotalValue% Account number: %AccountNum% Customer name: %CustName% Invoice address: %InvoiceAddress% Order number: %OrderNum% Shipment Id: %ShipmentId% Shipment date: %ShipmentDateTime% Delivery name: %DeliveryName% Delivery address: %DeliveryAddress%
Packing List	Shipment Id: %ShipmentId% Number of containers: %NumberOfContainers% Account number: %AccountNum% Customer name: %CustName% Order number: %OrderNum% Shipment date: %ShipmentDateTime% Delivery name: %DeliveryName% Delivery address: %DeliveryAddress%
Vendor Invoice	Invoice Id: %InvoiceId% Created Date: %CreatedDate% Invoice Due Date: %DueDate% Invoice Date: %InvoiceDate% Invoice Account Name: %InvoiceAccountName% Invoice Account: %InvoiceAccount%
Company Logo	The compnay logo as set in Organisation Administration can be included in the body of the email however you must use Tag <img src="data:image/bmp;base64,%CompanyLogo%" alt="logo"/> to render image correctly. Note: the Image itself will not be visible inside D365 only in external Email Program eg Outlook

Dynamic Placeholder Tokens

Smart Send also supports dynamic place holder tags using the table and field names. This is helpful in advanced scenarios where the fixed list tags are not sufficient. It could avoid further development. Enter the query default table name and field name in the format of %TableName.FieldName%. Similarly, display method can also be used with the format %TableName.MethodName#%. For example, an account number can be retrieved using %CustTable.AccountNum% and the name can be retrieved using %CustTable.name#%. Below are some common documents with their primary table.

Document	Table name
Free Text Invoice	CustInvoiceJour
Sales Agreement Confirmation	SalesAgreementHeaderHistory
Sales Quotation	CustQuotationJour
Sales Order	CustConfirmJour
Sales Return Order/Return Acknowledgement	SalesTable
Sales Order Packing Slip	CustPackingSlipJour
Sales Invoice	CustInvoiceJour
Customer Account Statement	CustTable
Customer Payment Advice	LedgerJournalTrans
Collection Letter	CustCollectionLetterJour
Request for Quotation	VendRFQJour
Purchase Order Confirmation	VendPurchOrderJour
Vendor Payment Advice	LedgerJournalTrans
Project Quotation	CustQuotationJour
Project Invoice	ProjInvoiceJour
Transfer Overview	InventTransferTable
Bill of Lading	WHSBillOfLading
Container Contents	WHSContainerTable
Vendor invoice	VendInvoiceJournal

To get the full list of possible dynamic placeholder tokens, click on the “Show token placeholders” button.

An info message will show. Click on Message details to see the full list. The list shows the token and the label from the primary table.