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Formating Dollars & Dates in Notification Templates

  • 27 January 2022
  • 11 replies
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Userlevel 1

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?

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Best answer by hainguyen 2 June 2022, 19:18

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Userlevel 5
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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.

Userlevel 1

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

Userlevel 7
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Hi @Therese Ertler were you able to resolve your issue? Thank you!

Userlevel 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] ))

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

Userlevel 3
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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

@scottstanaland12 Thank you! It works.

@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.

Userlevel 3
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I have not found a way to do this either.

I need the exact same thing for the Dates. 

Userlevel 1

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

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