Business Central 2026 Wave 1 adds email delivery, PDF generation, and attachment management for Posted Sales Shipments and Posted Return Receipts.
Introduction
Customer communication often extends beyond invoices. Many organizations need to provide shipment confirmations immediately after products leave the warehouse and share return documentation when goods are received back.
Before this release, users typically relied on manual exports, printing, or custom solutions. Business Central 2026 Wave 1 closes this gap by introducing direct email capabilities for Posted Sales Shipments and Posted Return Receipts.
This enhancement aligns shipment and returns receipt handling with the experience already available for posted invoices and credit memos.
Why Was This Feature Added?
Organizations frequently need to send shipment documentation to:
- Warehouse contacts
- Receiving departments
- Logistics teams
- Third-party fulfillment partners
- Customer contacts different from invoice recipients
The previous process often involved:
- Printing documents
- Saving PDFs manually
- Sending emails outside Business Central
- Managing document archives separately
The new feature simplifies the entire workflow.
What Can Users Do with Posted Sales Shipments?
Business Central now provides three key capabilities:
Can Posted Sales Shipments Be Sent by Email?
Yes.
Users can select Send by Email directly from a posted shipment.
Benefits include:
- Faster customer communication
- Reduced manual work
- Consistent document delivery
- Better auditability
What Does the Send Action Do?
The Send action provides standard document delivery options already familiar from other posted sales documents.
This creates a consistent user experience across Business Central.
Can Shipment PDFs Be Generated Automatically?
Yes.
The new Attach as PDF option:
- Creates a PDF version
- Stores it as an attachment
- Makes future retrieval easier
- Supports document archiving processes
What Is New for Return Receipts?
The same capabilities are now available for Posted Return Receipts.
Organizations managing returns can:
- Send return confirmations
- Generate PDFs
- Maintain attachment history
- Improve customer visibility
This is especially valuable for companies with structured return merchandise authorization (RMA) processes.
Which Pages Now Support Attachments?
The Attachment section is now available on:
- Posted Sales Shipment (Page 130)
- Posted Sales Shipments (Page 142)
- Posted Return Receipt (Page 6660)
- Posted Return Receipts (Page 6662)
Benefits include:
- Centralized document storage
- Faster access to historical copies
- Improved compliance support
- Better customer service response times
Step-by-Step Guide
Step 1 Open Posted Sales Shipments.
Step 2 Select a shipment document.
Step 3 Choose Send by Email.
Step 4 Verify recipients.
Step 5 Review the generated document.
Step 6 Send the email.
Step 7 Use Attach as PDF if document archiving is required.
Step 8 Verify the PDF appears in attachments.
Step 9 Repeat the process for Posted Return Receipts when needed.
Common Mistakes
- Confusing shipment confirmations with invoices
- Sending documents to incorrect recipients
- Ignoring attachment management capabilities
- Continuing manual PDF workflows unnecessarily
- Assuming the feature replaces invoicing requirements
- Not updating internal shipping procedures
FAQ
Does this feature require customization?
No. Microsoft delivers it as a standard platform capability.
Can warehouse teams use this feature?
Yes, if they have appropriate permissions.
Are attachments stored on the document?
Yes. Generated PDFs can be stored with the posted document.
Does this help customer service teams?
Yes. Documents can be retrieved and resent quickly.
Is this useful for return management?
Yes. Return receipts can now follow the same communication process as shipments.
Should organizations update their procedures?
Yes. Existing manual shipment communication processes should be reviewed.
Conclusion
Business Central 2026 Wave 1 significantly improves document communication by allowing Posted Sales Shipments and Posted Return Receipts to be emailed directly, stored as PDFs, and managed through attachments.
Organizations that currently depend on manual shipment communication can reduce effort, improve customer responsiveness, and maintain better document records.
Regards,
Saurav Dhyani
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