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email sender notification template is ignored

  • 8 July 2022
  • 4 replies
  • 85 views

hi everybody,

i set the “From” adress in our ShipmentConfirmationNotification to “versand@”, but it will always be overwritten by the user profile email settings of the automated sender, in this case “info@”.

 

 

 

 

Does anybody know how to avoid this?

 

Thank you!!

Best Regards, Benjamin

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Best answer by dales50 12 July 2022, 13:47

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4 replies

@MasterLuke - there is a KB article linked below that may help you

 

Hi @dales50,

many thanks for your answer. Unfortunately we’re using a german sub-licence version of acumatica (Haufe X360) and we havent yet got the access to the KB area. They are working on this but can’t tell me, when it will be available for me. Maybe you can re-post the information here?

Best regards, Benjamin

 

How to change the From email used with notifications

 

Use case

 

The customer needs to change the system email used with notifications.

 

Step-by-step guide

 

The example used here will show the methods to change the default From email for an Invoice Notification and can be used with other notifications as well.

 

System-wide Default Email Account

 

By default, notifications use the Default Email Account specified on the Email Preferences (SM204001) form. The default can be changed here but will change the default through the system.

 

Default Email Account on the User Profile

 

 Changing the user profile Default Email Account will override the system-wide default email. This change will be throughout the system as the new default for this user:

 

Customer Mailing Settings

 

The email account can be changed in the Customer Mailing Settings tab on the Customers (AR303000) screen. The default configuration for all new customers can be done on the Customer Class (AR201000) form and can be updated for all current customers using an import scenario.

 

Testing the setup

 

System-wide Default Email Account

 

Option 1. Action > Email <DocumentType>

On the Invoices and Memos (AR301000) form, click the Actions > Email Invoice/Memo button. The From box value defaults to the system-wide default system email (as shown in the following screenshot).

 

Option 2. Reports > Print <DocumentType> > Send 

On the Invoices and Memos form, click the Reports > Print Invoice/ Memo button, on the report preview click the Send button. The From box value defaults to the system-wide default system email (as shown in the following screenshot).

 

Default Email Account on the User Profile

 

Option 1. Action > Email <DocumentType>

On the Invoices and Memos form, click the Actions > Email Invoice/Memo button. The From box value defaults to the user profile default (as shown in the following screenshot).

 

Option 2. Reports > Print <DocumentType> > Send 

On the Invoices and Memos form, click the Reports > Print Invoice/ Memo button, on the report preview click the Send button. The From box value defaults to the user profile default (as shown in the following screenshot).

 

Customer Mailing Settings

 

The customer mailing setting is limited to be used with the Action > Email <DocumentType> functionality. When using the Reports > Print <DocumentType> > Send functionality, the system will only refer to the default system email or the user profile default.

Option 1. Action > Email <DocumentType>

On the Invoices and Memos form, click the Actions > Email Invoice/Memo button. The From box value defaults to the customer mailing settings Email Account (as shown in the following screenshot).

 

 

Option 2. Reports > Print <DocumentType> > Send 

On the Invoices and Memos form, click the Reports > Print Invoice/ Memo button, on the report preview click the Send button. The From box value defaults to the system-wide default system email or the user profile default (as shown in the following screenshot).

 

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