Skip to main content
Solved

Formating Dollars & Dates in Notification Templates


I have created an email notification in Email Notification for ACH payments that includes the date and amount of the bills and payments in the email, but the formatting is not carrying over from the formatting on the records in Acumatica. An example of my email is below:

 

Payment of $2850 is in process from via ACH for the following transaction details:


    Bill - 123456 - 9/2/2021 12:00:00 AM - Services Provided - $1500
    Bill - 123568 - 8/23/2021 12:00:00 AM - Services Provided - $1350
 

 

Is there a way to get the date formatted without the timestamp and the numbers to format with a comma and decimal point along with the zeros?

Best answer by hainguyen

scottstanaland12 wrote:

@Therese Ertler This is pretty clunky, but it did work for me to display a short date in notification templates

A formula like this in the GI should work.

=CStr(Month([ARInvoice.DocDate])) + '/' + CStr(Day([ARInvoice.DocDate])) + '/' + CStr(Year( [ARInvoice.DocDate] ))

 

Hi, where did you put this formula in GI? I added this formula in RESULTS GRID > Style, but didn’t work in Notification Templates.

View original
Did this topic help you find an answer to your question?

13 replies

jesuscruz97
Jr Varsity II
  • Jr Varsity II
  • 17 replies
  • January 28, 2022

I need the exact same thing for the Dates. 


Forum|alt.badge.img+1
  • Jr Varsity II
  • 35 replies
  • March 25, 2022

I have not found a way to do this either.


jesuscruz97
Jr Varsity II
  • Jr Varsity II
  • 17 replies
  • March 25, 2022

Hi: 

For the dates I do this: 

Cdate(Right('0'+CStr(Month([EPActivityApprove.Date])),2) + '/'+ Right('0'+CStr(Day([EPActivityApprove.Date])),2) + '/' + Cstr(Year([EPActivityApprove.Date])))

 

for the number I do this: 

in the format of the field #0.00

 

Hope this helps. 

Jesus


Forum|alt.badge.img+1
  • Jr Varsity II
  • 35 replies
  • March 25, 2022

This does not seem to carry over to the notification template. It looks fine on the GI but when you insert that field in the Notification template you get what Therese is showing in her example


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2640 replies
  • April 26, 2022

Hi @Therese Ertler were you able to resolve your issue? Thank you!


Not yet, but I will be sure to post the solution if it is not received on this post.


Forum|alt.badge.img+1

@Therese Ertler This is pretty clunky, but it did work for me to display a short date in notification templates

A formula like this in the GI should work.

=CStr(Month([ARInvoice.DocDate])) + '/' + CStr(Day([ARInvoice.DocDate])) + '/' + CStr(Year( [ARInvoice.DocDate] ))


  • Freshman II
  • 2 replies
  • Answer
  • June 2, 2022
scottstanaland12 wrote:

@Therese Ertler This is pretty clunky, but it did work for me to display a short date in notification templates

A formula like this in the GI should work.

=CStr(Month([ARInvoice.DocDate])) + '/' + CStr(Day([ARInvoice.DocDate])) + '/' + CStr(Year( [ARInvoice.DocDate] ))

 

Hi, where did you put this formula in GI? I added this formula in RESULTS GRID > Style, but didn’t work in Notification Templates.


Forum|alt.badge.img+1

@hainguyen This formula was added in the results grid formula / expression for the field.


  • Freshman II
  • 2 replies
  • June 24, 2022

@scottstanaland12 Thank you! It works.


TimRodman
Pro I
Forum|alt.badge.img+1
  • Pro I
  • 144 replies
  • August 8, 2022

It seems like the Generic Inquiry just hands the data (not the formatting) to the Notification Template. It would be nice if Acumatica could build data formatting functionality into the Notification Templates (SM204003) screen.


  • Freshman I
  • 3 replies
  • August 10, 2023

Most promising thread I’ve found on the topic, which is about Notification Template dates, and all answers are about GI formatting. Missed the point there guys.

So a related question: Is there a way to just insert the current data into a Notification Template?
Could this be done with HTML code, which Notification Templates seem to support?

Use would be to put the current date in an Invoice email.


  • Freshman I
  • 5 replies
  • October 25, 2024

I agree, the ability to add the current date to the subject line and body of a Notification Template would be really helpful.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings