When any user creates PO and status of PO change to open, I want to automate notification email to Finance Workgroup when PO status open. To all member in finance workgroup. Please help me.
Question
I want to automate notification email to Finance Workgroup when PO status open
+13Hi
Please refer to the YouTube tutorial link below, which is similar to your request.
Best Regards,
NNT
Please follow the below steps to configure the email notification:
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Go to the Email Template screen.
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Select the Screen as Sales Order.
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Enter the From Email ID.
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Select the To Address (recipient to whom the email should be sent).
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Add the Subject and Body of the email.
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Click Save.
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Go to the Business Events screen.
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Create a new event and select the Screen as Sales Order.
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In the Trigger Conditions, choose New Field Value.
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Select Document → Status = Open.
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Navigate to the Subscriber tab.
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Select Email Notification as the subscriber type.
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Add the previously created Email Template.
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Click Save. Once the Sales Order status changes to Open, the system will automatically trigger an email to the financial team based on the configured To Address.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.