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Attach excel in Email PO

  • April 9, 2026
  • 2 replies
  • 31 views
V
Freshman I

Hi Team,

Currently, when I send an email from the PO screen using the Send Email action, the email is being sent with a PDF attachment by default.

However, I have configured the email template to attach the file in Excel format, but it is not working as expected.

Could someone please help me understand how to attach the report in Excel format while sending the email from the PO screen?

Best answer by vshashkova

Okay, it seems it should be working if format is directly set in the Report Designer. Example (another report but it works similarly)
 

 

2 replies

vshashkova
Acumatica Moderator
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  • vshashkova
  • Acumatica Moderator
  • April 10, 2026

​@VeeraA , where did you configure it? on the Vendors form? There are help articles http://bel-u23-nodeb:34251/(W(61))/Help?ScreenId=ShowWiki&pageid=0fd8a79c-980f-4914-a70a-9aaab87364e7.

Valentina, Technical Product Manager - Distribution
vshashkova
Acumatica Moderator
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  • vshashkova
  • Acumatica Moderator
  • Answer
  • April 10, 2026

Okay, it seems it should be working if format is directly set in the Report Designer. Example (another report but it works similarly)
 

 

Valentina, Technical Product Manager - Distribution
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