Is there a way to have the Email Sales Order action in the Sales Order screen show the email for editing before sending?

Thanks @eshahid98!  That’s really helpful.  Do you know if there is any way to automatically press the Send button so that after choosing the action it opens the report and is at the screen to edit the email rather than having to manually press it?

Thanks again,

Phil

Glad it’s helpful.

I don’t believe it’s doable via configuration. Probably doable via customization to add the email screen as an action to the SO form. 

Heads up on this one…

The “Print SO > Send workflow” behaves differently compared to the Send action directly from the SO.

The SO Send action uses the Default Templates, From Email, To’s, CC’s, BCC’s configured on the “Mailing & Printing” tabs of the Sales Order Prefs and Customer record prefs… 

The “Print SO > Send” approach DOES NOT use these defaults.

This is one of those Acumatica “tribal knowledge” things where unless you are familiar with the product, you end up doing weird things like sending an auto-generated email to a customer when what you EXPECT to happen is for the system to open a window to let you craft an email to send (like what happens after you do the Print action and then have an option to email).

For the sake of product consistency, why not have this button open the same window as you find in the Print then email screen? Then, you can have a user configurable option to auto email when you click this button with a template that the user has setup (which will restore what is the current default functionality). At least then the user has deliberately reviewed the template and knows that’s what’s going to happen…