Link to Entity on Business Event Email Notification

Hi @dsimmerly When an Email template is subscribed with a Business Event, please select the “Attach Activity” checkbox to include the Activity to the Corresponding Invoice.

Will create a new Email Template and Business Event for you and keep you posted here shortly on the results.

Thanks

Chandra

@dsurma31 Kindly review the above details and let keep me posted.

Thanks

Chandra

Hi @dsimmerly I was successfully by first creating the email template and then the Business Event.

Thanks for the update. Let me verify it from the Business event and keep you posted.

Chandra

Hi @dsimmerly If you are using the Generic Inquiry for example if the SO3030PL generic inquiry is used instead of the Invoices screen SO303000, then the “Attach Activity” will not show on the screen.

Hence, the options are:

1, Change the business event to use the actual screen or

2. Use the “Link to Entity” in case of the Generic Inquiry associated with the Business Event.

Here is the note from Acumatica help:

“The box is not available if a notification template is used as a subscriber of a business event created to monitor data changes collected by a generic inquiry. The Link to Entity box is used instead.”

Thanks

Chandra

OK back to my original question

My Business Event is based on a GI of AR Invoices

I wish for the email notification from the BE to shown on the activity of the AR Invoice.

How can I do this ?

Can I use the NoteID field in the email tempalte entity?

Hi @dsimmerly 

IN eMAIL Template 

Please update below fields in Invoice screens then the invoice will shows emails triggered in the activities.