Skip to main content
Solved

Attaching a Terms & Conditions document to a PO when sent via an Email Template


Forum|alt.badge.img

Client has a 5 page Terms & Conditions for the want to have sent with their PO.  It has word-level formatting which would be time consuming to replicate in report designer.  I tried adding a PDF version of the T&C’s to the email template but it doesn’t carry over when I send a PO out of the system using that template.

Outside of writing the report does anyone have an easier method of attaching a document to a template that isn’t a report?  

Best answer by Manikanta Dhulipudi

Hi @tommaricle43 

Please review the suggestions posted below 

Idea

https://community.acumatica.com/ideas/ability-to-add-static-attachments-to-notification-templates-6124

Thanks

View original
Did this topic help you find an answer to your question?

3 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

nathantrauscht
Semi-Pro II
Forum|alt.badge.img+1

@tommaricle43 might be able to get around the current limitation by creating a Static rpx Report in Report Designer and add that report to the email template.

It would be a major pain to recreate the 5 page T&C in report designer rpx file - but until Acumatica adds this ability it’s an option.


Forum|alt.badge.img
  • Jr Varsity III
  • 25 replies
  • December 29, 2023

Hi @tommaricle43,

Are you utilizing the “Email Purchase Order” Action or another means (Print Purchase Order → EMail → Select Template)?

Using the “EMail Purchase Order” Action where the template has a file associated DOES work for us to include our T&C’s.

Brett


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings