Wow Dave,
This is pretty sad, do you see me hanging my head in shame????
It's a good thing you monitor this site; the perfect solution was there all along. That kind of tells you how popular that particular feature is. We really need to use it more.
In an attempt to dig myself out of the ditch, I shall expand on your wonderful answer for the benefit of others (I hope, anyway).
- As you suggested, you do need to enable company email. Using the Company E-mail Setup Screen. Open it using Administration | Setup | Company | E-mail settings
- Choose your selections on the Company E-mail setup window and then zoom back on the 'Sales Series' label at the bottom of the window to open the Sales E-mail Setup window.
- On the Sales E-mail Setup window, check off the document types you want to enable, also select a message ID
- Once you have enabled a customer, you'll have a couple of extra icons on you SOP entry window. At the top right of the SOP entry window (in the Control area) you'll see a little envelope Icon. To the right of the customer ID field, also on the SOP entry window, you'll see another little envelope icon.
- Clicking the envelop icon next to the Customer ID will open the Sales E-mail Detail Entry window wherein you can record an email address married to that specific document.
I hope this helps!
Kind regards,
Leslie