We have setup a Pending Approval Notification in Purchase Orders Preferences that whenever a purchase order goes for approval, the approver gets an email that there is a PO that needs to be approved.
There is also Mailing & Printing to notify that the PO has been created.
Is there a way to notify the requestor that the PO has been approved without creating a business event or another email template? Probably an auto-generated email that PO has been approved. Thanks so much for your time.
+20Hello
There is no Checkbox to cause Acumatica to automatically notify PO Owners or Requesters that their PO has been approved. There is no existing field to connect a second post-approval notification in Approvals tab of Purchase Order Preferences.
I see you do not want to a Business Event, and you have posted your question in Develop Customizations forum.
Are you asking for someone to develop a customization for you? If yes, your first stop will be your Value Added Reseller (VAR), your Acumatica Partner. There are also people on Acumatica Community who provide Development services.
If you change your mind about configuring a Business Event to automatically notify PO Owners/Requesters when their PO has been approved, then you might like this previous post by AMcCallon (Link) that lays out the step-by-step instructions for creating email notifications.
+6
we can try using Business Events for this requirement.
We will:
Add a custom field (e.g., Requested By) on the document to capture who requested it.
Populate this field either manually or through automation (if required).
Configure a Business Event to trigger when the document status changes to Approved.
Use the Requested By custom field in the notification to send the email to the appropriate user.
Alternatively, in case of Purchase Orders, we can also use the Created By information available on the PO to fetch the requester’s email directly, without adding an additional field — provided that meets your requirement.
Hello
There is no Checkbox to cause Acumatica to automatically notify PO Owners or Requesters that their PO has been approved. There is no existing field to connect a second post-approval notification in Approvals tab of Purchase Order Preferences.
I see you do not want to a Business Event, and you have posted your question in Develop Customizations forum.
Are you asking for someone to develop a customization for you? If yes, your first stop will be your Value Added Reseller (VAR), your Acumatica Partner. There are also people on Acumatica Community who provide Development services.
If you change your mind about configuring a Business Event to automatically notify PO Owners/Requesters when their PO has been approved, then you might like this previous post by AMcCallon (Link) that lays out the step-by-step instructions for creating email notifications.
Thank you for your reply. I was thinking there must be a configuration like in the Preferences screen where it can be set where email will be sent once approved. However, I understand that the only way to do it is via a business event.
we can try using Business Events for this requirement.
We will:
Add a custom field (e.g., Requested By) on the document to capture who requested it.
Populate this field either manually or through automation (if required).
Configure a Business Event to trigger when the document status changes to Approved.
Use the Requested By custom field in the notification to send the email to the appropriate user.
Alternatively, in case of Purchase Orders, we can also use the Created By information available on the PO to fetch the requester’s email directly, without adding an additional field — provided that meets your requirement.
Thank you so much for this. Will try this on our end as this seems a great approach.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
