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Time and Expenses : How to set email notification to sender once the claim is approved

  • 20 November 2020
  • 1 reply
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Hi 

Anyone know how to set the email notification in “ Time and Expenses”?

We would like the system can auto send out the notfication email to the sender when their claim is approved so that sender can go in and release the claim accordingly.

Otherwise , sender dont know when the claim is approved.

 

Hope to hear from you soon.

 

Thank you

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Best answer by Irina 20 November 2020, 13:47

Hello Erin,

You can set up a business event for that case.

First, create a Generic Inquiry which will list all expense claims with Approved status. In this GI, expose in Results Grid fields that you need to use in the notification. An example GI for 2020 R1 is attached. Make sure you set Make visible on the UI check box after importing - otherwise, it will be unavailable for selection on Business Events form.

Second, on the Business Events (SM3020PL) form, create a new record and set it up as follows:

  • Type: Trigger By Record Change
  • Raise Event: For Each Record
  • Screen Name: GI you created in the first step.
  • Trigger Conditions tab: Record Inserted
  • Subscribers tab: Create Subscriber > Email Notification

Set up notification as follows:

 

For example on how to set up the link for the docuemnt in notification template, refer to the following article: 

Make sure From and To emails are set up.

For From, I used EPExpenseClaim->Claimed By->Default Contact->Email.

Result: once the expense claim becomes Approved, it will appear on the generic inquiry and the system will send a notification.

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Userlevel 6
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Hello Erin,

You can set up a business event for that case.

First, create a Generic Inquiry which will list all expense claims with Approved status. In this GI, expose in Results Grid fields that you need to use in the notification. An example GI for 2020 R1 is attached. Make sure you set Make visible on the UI check box after importing - otherwise, it will be unavailable for selection on Business Events form.

Second, on the Business Events (SM3020PL) form, create a new record and set it up as follows:

  • Type: Trigger By Record Change
  • Raise Event: For Each Record
  • Screen Name: GI you created in the first step.
  • Trigger Conditions tab: Record Inserted
  • Subscribers tab: Create Subscriber > Email Notification

Set up notification as follows:

 

For example on how to set up the link for the docuemnt in notification template, refer to the following article: 

Make sure From and To emails are set up.

For From, I used EPExpenseClaim->Claimed By->Default Contact->Email.

Result: once the expense claim becomes Approved, it will appear on the generic inquiry and the system will send a notification.

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