I’m wondering if Acumatica allows assigning a specific “From” email address based on the Order Type.
For example:
Sales Orders (SO) → send from sales@company.com
Quotes (QT) or RMA (RM) orders → send from quote@company.com
Is there a way to configure this directly in Email Accounts, Notification Templates, or perhaps through Automation Steps or Business Events?
If anyone has implemented this (either through configuration or customization), I’d really appreciate some guidance or examples of how to set it up.
Thanks in advance!
Best answer by bwhite49
You could solve this through business event or through the SO form.
Not being able to change the from email on an email template has been a small source of frustration for me and some of our customers.
There are 3 ways to send emails from Acumatica.
Existing send email actions
From a report/form through the send button
Business event that triggers an email notification
Unfortunately, you will not be able build these order type email workflows with the existing send email action without a customization. There is a of logic built into those actions, so I think this would be a challenging customization, but I’m not sure.
With a report, you can create multiple email templates and then swap the template ID based on your order type logic through a formula like below.
For the business event, you will also need to create separate email templates for each potential “from” email as well as GIs and BEs for each of these email templates. The best thing to do is to make it fully automated, but you can also make a manual action to trigger the business event if needed.
You could solve this through business event or through the SO form.
Not being able to change the from email on an email template has been a small source of frustration for me and some of our customers.
There are 3 ways to send emails from Acumatica.
Existing send email actions
From a report/form through the send button
Business event that triggers an email notification
Unfortunately, you will not be able build these order type email workflows with the existing send email action without a customization. There is a of logic built into those actions, so I think this would be a challenging customization, but I’m not sure.
With a report, you can create multiple email templates and then swap the template ID based on your order type logic through a formula like below.
For the business event, you will also need to create separate email templates for each potential “from” email as well as GIs and BEs for each of these email templates. The best thing to do is to make it fully automated, but you can also make a manual action to trigger the business event if needed.
Thank you for the detailed explanation and insights regarding the email templates and sending options.
I do agree and was aware of most of these approaches — and it seems there isn’t a native way to assign a specific “From” email address per Order Type without some customization.
I appreciate you confirming that and outlining the possible options using Business Events and separate templates. While those approaches help manage different email workflows, I understand they don’t actually allow changing the “From” address dynamically.
