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

  • 20 July 2023
  • 5 replies
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Userlevel 2
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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

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Best answer by manikantad18 20 July 2023, 12:08

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Userlevel 7
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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

Userlevel 2
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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

Userlevel 7
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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

Userlevel 7
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Hi @kavindusandeepa31 

Apart from Business events there is an idea submitted below 

 

Userlevel 2
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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

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