include email signature overriding the report template data

Hi! Go to report designer and check out the email settings. That should like to an email template and you should be able to edit from there.

​@mclarke88 The issue happening after the upgrade and this is same for every action like sales order, purchase order ect, when I turn off use in email account it is working as expected but I want signature to be included while sending emails.

We just upgraded to 2024 R2 this morning and we are now having the same issue. One user has setup a signature to use when she sends an email that is not based on a template. Since the upgrade, the template for quotes and sales orders is not appearing and all she sees is her signature.

We also tried manually selecting the correct template and clicked the “Replace Email Contents”. The template verbiage was there but the unwanted “signature” was still at the bottom of the email.

​@alicezyks51 Acumatica support sent for R & D team review,

My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
If you want to include an email signature when sending reports from Acumatica without overriding the report template data, follow these steps:

Option 1: Use Email Account Signatures (Recommended)

1. Navigate to System Management > Email Preferences > Email Accounts (SM204002).
2. Select the email account used for sending reports.
3. In the Signature tab, enter the desired signature (HTML formatting is supported).
4. Save and test by sending an email with a report attachment.

🔹 Benefit: This method ensures a consistent signature without modifying report templates.

Option 2: Customize the Notification Template

1. Go to System Management > Email Preferences > Notification Templates (SM204003).

2. Locate the template used for sending the report (e.g., SOInvoiceMail).

3. Edit the Body and add the email signature below the main content:

   html  CopyEdit

   <br/><br/> Best regards,<br/> <b>[Your Name]</b><br/> [Your Position]<br/> [Company Name]<br/> <img src="https://yourcompany.com/logo.png" width="100"/>

4. Save the template and test by sending a report.

🔹 Benefit: This method allows customization per template without affecting reports.

Option 3: Modify the Report to Include a Signature (Less Preferred)

If the email signature must be embedded within the report itself:

1. Open the Report Designer and load the specific report (e.g., SO641000.rpx).
2. Add a textbox at the bottom of the report and enter the signature details.
3. Save, publish, and test the report.

🔹 Downside: This hardcodes the signature into the report, affecting printed versions as well.

Best Practice Recommendation

For email-specific signatures, use Option 1 (Email Account Signature) or Option 2 (Notification Template Update). These methods ensure proper formatting while maintaining report integrity.

Hi ​@Manikanta Dhulipudi This is currently being reviewed by the RnD team. They working on a fix

We have customers with same issue.

We also encountered this issue. We have several reports with embedded email bodies that inject specific signatures. After updating to 24R2, the templates are being entirely replaced with the sender’s signature. Our current workaround is to deselect the ‘Include in New Emails’ checkbox on the User Profile > Email Settings tab. 

​@Manikanta Dhulipudi Is there a workaround for cases where the email body comes from the report’s MailSettings rather than an Email Template?