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Vendor template contact person

  • 1 October 2020
  • 5 replies
  • 105 views

Hi there

Can someone please assist me...I would like to change the contact person on the below notification template to the Shipper’s Contact under Vendor Purchase Settings. This was set up by a previous colleague and I am new to Acumatica. Thanks so much. Tania

 

 

 

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Best answer by ccleary 1 October 2020, 13:50

Tania,

For each Vendor (ScreenID= AP303030) Account in Acumatica, there is an associated Business Account (ScreenID CR303000), It looks like your notification is looking at the email field on that associated business account

 

 

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5 replies

Tania,

For each Vendor (ScreenID= AP303030) Account in Acumatica, there is an associated Business Account (ScreenID CR303000), It looks like your notification is looking at the email field on that associated business account

 

 

As an addition, typically when creating a new vendor from the vendor screen (ScreenID AP303000) it will set those fields on the automatically created associated business account that gets created

The Shipper’s Contact (assuming you mean the contact info on the Purchase Settings Tab) means you would need to look that the fields starting with BAccountID.DefLocationContactID  

Thank you very much! A bit confusing when you are new to the system.

No problem! The community is here to help!

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