Terms and Conditions Attachment for Purchase & Sales Orders in Dynamics 365 Business Central

Introduction to Terms and Conditions Attachment

Terms and Conditions Attachment is a lightweight but powerful extension for Microsoft Dynamics 365 Business Central. This makes it easy to include your company’s standard Terms & Conditions on every outgoing Purchase Order or Sales Order email — without the need for any report customisation or development work.

Perfect for businesses of all sizes, this solution ensures that your legal or commercial terms are always included when documents are sent externally, helping reduce risk and streamline operations.

Visit on Microsoft AppSource: Terms and Conditions Attachment for Purchase & Sales Order 

Key Benefits

Here is a list of key benefits of using the Terms and Conditions Attachment extension.

List of Benefits

• Save Time and Cost: Avoid expensive development or layout modifications — this extension delivers what you need using standard functionality.
• Reduce Legal and Commercial Risk: Ensure your official Terms & Conditions are always included with outgoing orders, helping protect your business in every transaction.
• Improve Compliance and Consistency: Standardise your communications across teams and departments by ensuring that approved T&Cs are used every time.
• Empower Business Users: Give your team the ability to manage and update Terms & Conditions independently — no IT involvement required.
• Enhance Customer and Vendor Communication: Maintain a professional appearance by consistently including your formal terms, without cluttering the main document layout.

Key Features

Here are the key features of the Terms and Conditions Attachment extension.

Use Your Own Terms & Conditions

Prepare your Terms & Conditions content in Microsoft Word, export it to PDF, and upload it into the system. No special formatting or templates required.

No Customisation Required

Avoid the hassle and cost of modifying Business Central report layouts. This extension works seamlessly with standard document formats.

Automatic Email Attachment

The PDF Terms & Conditions are automatically added as an attachment whenever a Purchase Order or Sales Order is emailed — no manual steps needed.

Supports Both Sales and Purchasing

Whether you’re dealing with vendors or customers, your standard terms will always be included.

Simple Setup

A quick configuration process enables users to assign the correct PDF to either sales or purchase documents with minimal effort.

Summary

Terms and Conditions Attachment extension provides an immediate, risk-reducing solution for attaching standard contractual Terms & Conditions (T&Cs) to all outgoing Purchase and Sales Orders. The primary value of the tool is that it requires no customisation or report development, saving businesses significant time and cost often associated with modifying standard Business Central documents. By ensuring that the company’s approved legal and commercial terms are always included in every email sent externally to vendors or customers, the extension significantly helps to reduce legal and commercial risk.

The core functionality of the app is its simplicity and automation. Users prepare their T&C content as a standard PDF document (usually exported from Microsoft Word) and upload it directly into the system. This PDF is then automatically added as an attachment whenever a Purchase Order or Sales Order is emailed, eliminating manual steps. This functionality supports both Sales and Purchasing documents equally. The simple, quick configuration process empowers business users to manage and update T&Cs independently, ensuring consistency and compliance across all outgoing order communications without requiring IT involvement.