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Question

Direct Sales Orders Email to Contact Chosen at Sales Order Header

  • October 5, 2025
  • 3 replies
  • 90 views
N
Freshman I

Looking for some guidance on modifying an email template “To” field to be the Contact selected at the Sales Order header.  Tried to plug in various fields to no success.  Any help would be appreciated. Thank you.

3 replies

mohammadnawaz51
Varsity I
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​@navarro You can use Soorder-Contact ID in the email template,

 

Are you using any custom GI to bring the data into template or using the standard SCREEN.

https://globalpayex.com/erp-integrations/
    N
    Freshman I
    • navarro
    • Author
    • Freshman I
    • October 6, 2025

    I am using the standard screen. I am just altering the template in SM204003. The To: field contains SOOrder.ContactID, but when I do a test of this with the sales order at screen SO301000, I receive a message telling me “Create a message failed. Email recipient should be defined.”

     

     

    As seen in the screenshot above, a contact is selected for Contact.

    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • November 6, 2025

    Hi ​@navarro were you able to find a solution? Thank you!

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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