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How to show the Billing Information in the Business Events

  • April 12, 2023
  • 3 replies
  • 50 views
A
Freshman I
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Hi All, 

I have a business events created for Customers where I emailed to the customers any changes that happens in the Billing information under BILLING tab of the Customers Profile. But unfortunately, it always shows the customer information in GENERAL tab because there are no options in the business events where I can select the Billing Information under Billing Tab. 

Do you have any idea on how I can achieve this?

Any help would be highly appreciated. 

Thank you.

 

Best answer by Manikanta Dhulipudi

Hi @ASamson21 

I have created a basic Business events based on your requirement.

Please review and make necessary changes.( Please use in sandbox and map your Notification template)

Thanks

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3 replies

Manikanta Dhulipudi
Captain II
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Hi @ASamson21 

I have created a basic Business events based on your requirement.

Please review and make necessary changes.( Please use in sandbox and map your Notification template)

Thanks

1 Attachments
Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
A
A
Freshman I
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  • ASamson21
  • Author
  • Freshman I
  • April 13, 2023

Hi @manikantad18, 

 

Thank you for this. 

I have tried to import the XML file that you have sent. But unfortunately, I am encountering the below error. 

Thank you. 

 

 

A
Freshman I
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  • ASamson21
  • Author
  • Freshman I
  • April 13, 2023

Hi @manikantad18 , 

 

Thank you for taking time to help me on this. I figure out how to do it. 

 

I just add additional join for the Billing address using the PX.Objects.CR.Address table and add the field I want to track on the Customers GI.

Thank you very much. 

Chris Hackett
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