Solved

Is there a way to have the Email Sales Order action in the Sales Order screen show the email for editing before sending?

  • 24 June 2022
  • 5 replies
  • 266 views

Userlevel 5
Badge +1

We would like to be able to edit the Sales Order email before it is sent.  The email is automatically sent by clicking the Action button Email Sales Order.  Is there a way to have that messages displayed on screen and editable before manually sending it instead?

 

Thanks,

 

Phil

icon

Best answer by eshahid98 25 June 2022, 00:20

View original

5 replies

Userlevel 3
Badge

@ppowell  - I have used the following workflow for this requirement:

  • Print the SO using Print Sales Order action. This will open the SO PDF form
  • On the PDF form, click SEND to generate an email from this form. System auto-attaches the PDF to the email 
  • You now have full control over the email before sending it out
  • This email still logs back to the sales order as an activity, which is great

 

Couple other tips:

  • You can program the notification template to run by default using report designer
  • You can also use “Select Source” action to generate the email body on-demand from a notification template of your choice, at the time of email

 

Userlevel 5
Badge +1

Thanks @eshahid98!  That’s really helpful.  Do you know if there is any way to automatically press the Send button so that after choosing the action it opens the report and is at the screen to edit the email rather than having to manually press it?

 

Thanks again,

Phil

Userlevel 3
Badge

Glad it’s helpful.

 

I don’t believe it’s doable via configuration. Probably doable via customization to add the email screen as an action to the SO form. 

Userlevel 3
Badge

Heads up on this one…

The “Print SO > Send workflow” behaves differently compared to the Send action directly from the SO.

The SO Send action uses the Default Templates, From Email, To’s, CC’s, BCC’s configured on the “Mailing & Printing” tabs of the Sales Order Prefs and Customer record prefs… 

The “Print SO > Send” approach DOES NOT use these defaults.

 

Userlevel 6
Badge +5

This is one of those Acumatica “tribal knowledge” things where unless you are familiar with the product, you end up doing weird things like sending an auto-generated email to a customer when what you EXPECT to happen is for the system to open a window to let you craft an email to send (like what happens after you do the Print action and then have an option to email).

For the sake of product consistency, why not have this button open the same window as you find in the Print then email screen? Then, you can have a user configurable option to auto email when you click this button with a template that the user has setup (which will restore what is the current default functionality). At least then the user has deliberately reviewed the template and knows that’s what’s going to happen…

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved