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Attach Packing List Report when Sending SO Invoice to customer via Email Notification

  • July 20, 2023
  • 5 replies
  • 195 views
K
Freshman I
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Hi,

We have an requirement from our client, they need to send both packing list and SO Invoice when sending the email from Email Invoice function.

 

I have tried with the EmailTemplate Attach Report Scenario, how ever it was not successfull.

Appreciate if anyone can point me the option that I have used was wrong, what is the correct method to do this or other wise is there any other option available.

Please Note this Packing List is a Customized Report.

 

Best Regards,

Kavindu

Best answer by Manikanta Dhulipudi

Hi Using Business event we can send a Report on Invoice confirmation email.

https://www.crestwood.com/2020/05/18/using-business-events-with-report-attachments-in-acumatica/

Thanks

5 replies

Manikanta Dhulipudi
Captain II
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Hi @kavindusandeepa31 

Could you please share XML report of GI and Business events,

Try to use use event as data source option and check?

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
K
S
K
Freshman I
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Hi @manikantad18 

There is no any GI or a Business Event.

Shoud I create these, if yes appreciate if you could guide me.

 

Best Regards,

Kavindu

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+15

Hi Using Business event we can send a Report on Invoice confirmation email.

https://www.crestwood.com/2020/05/18/using-business-events-with-report-attachments-in-acumatica/

Thanks

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
M
S
Manikanta Dhulipudi
Captain II
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Hi @kavindusandeepa31 

Apart from Business events there is an idea submitted below 

 

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
S
K
Freshman I
Forum|alt.badge.img

Hi Using Business event we can send a Report on Invoice confirmation email.

https://www.crestwood.com/2020/05/18/using-business-events-with-report-attachments-in-acumatica/

Thanks

Dear @manikantad18,

Our requirement has been completed from your solution, we really appreciate your support and thank you very much.

Best Regards,

Kavindu

Chris Hackett
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