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

  • 9 April 2023
  • 3 replies
  • 521 views

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?  

Hi @tommaricle43 

Please review the suggestions posted below 

Idea

Thanks

@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.

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

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