Skip to main content
Question

Salesperson's email in cc when sending SO to customer

  • December 19, 2025
  • 1 reply
  • 19 views
M
Freshman I
Forum|alt.badge.img

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please.

 

1 reply

nickcerri32
Varsity I
Forum|alt.badge.img+2
  • nickcerri32
  • Varsity I
  • December 19, 2025

​@MarkD If you look at the Salespersons (AR205000) screen, you’ll notice there’s no field to establish a specific email for them.  However, you can link a Salesperson profile to an existing Employee which can be associated with an email address.

What screen are you using in your email template?  The list looks different than what I would expect from the SO301000 screen - Is it a GI you built?  If so, you can pull the SalesPerson DAC into the GI and then associate that DAC with the EPEmployee DAC.  Finally, you can link the EPEmployee DAC to the Contact (there’s a few) DAC that houses the email.

Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    Terms & ConditionsCookie settingsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved