Hello Acumatica Community,
How can I enable the Email Sales Order for Sales Order Type - RM? It is currently greyed out and our customer is using a temporary work-around.
Answer
Email SO - SO Type RMA
Best answer by JohnMichels
Native ACU provides pre-defined emails templates for Orders & Invoices as described in the below help articles. These pre-defined emails do NOT include an option for order type = RM, and I cannot provide assistance in creating an email template w/report that would achieve your desired results. But you have a starting point.
RM’s can be sent via email using Sales Order>Print and Emailing > Print Sales Order (report pop-up created) > Press SEND (email activity pop-up) > Press SEND
Hope this helps.
Mailings for Customers: Available Mailings
Mailings for Customers: General Information
Native ACU provides pre-defined emails templates for Orders & Invoices as described in the below help articles. These pre-defined emails do NOT include an option for order type = RM, and I cannot provide assistance in creating an email template w/report that would achieve your desired results. But you have a starting point.
RM’s can be sent via email using Sales Order>Print and Emailing > Print Sales Order (report pop-up created) > Press SEND (email activity pop-up) > Press SEND
Hope this helps.
Mailings for Customers: Available Mailings
Mailings for Customers: General Information
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