Looking for options on how to handle this scenario. I need a way to send an attachment that is sitting on a purchase order when PO moves to open status. Any ideas on how to accomplish this?
Solved
Has anyone built a business event/notification that grabs an attachment off an entry screen and sends to an email address?
+1Best answer by darylbowman
I wrote a custom email subscriber that emails PO attachments from a Business Event.
Non custom? Tell me more :)
It is a customization, but it’s a custom email subscriber rather than hardcoding an action into a specific screen.
For example:
Business Event configured to execute when PO ‘Status’ changes to ‘Open’:
with a custom subscriber:
Purchase Order with Status: ‘On Hold’, Attachments: 1, Activities: 0:
When removed from ‘Hold’:
+4
At the present time, functionality to configure a business event to grab an attachment from an entry screen and email it to someone does not exist.
A workaround would be to create a business event with an email subscriber.
Create a report with the needed information and attach the report to the email template.
Hope this helps.
Ed
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+17I wrote a custom email subscriber that emails PO attachments from a Business Event.
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+1I wrote a custom email subscriber that emails PO attachments from a Business Event.
Non custom? Tell me more :)
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+12There is an idea to add this functionality.
Ability to Copy Static Attachments from Entity to Email Notification | Community
I recently was able to solve by sending attachment links, but this requires external file storage as Acumatica does not allow access to files without a user login.
Here is another idea to make files accessible without a login.
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+17I wrote a custom email subscriber that emails PO attachments from a Business Event.
Non custom? Tell me more :)
It is a customization, but it’s a custom email subscriber rather than hardcoding an action into a specific screen.
For example:
Business Event configured to execute when PO ‘Status’ changes to ‘Open’:
with a custom subscriber:
Purchase Order with Status: ‘On Hold’, Attachments: 1, Activities: 0:
When removed from ‘Hold’:
Translate
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