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Question

Anyone have “Sales Quote fully approved” email working? Ours hasn’t triggered for months.

  • February 3, 2026
  • 3 replies
  • 10 views

Has anyone successfully implemented an email notification when a Sales Quote (Order Type = QT) is fully approved? We’ve been trying for ~4 months and it never fires.

Goal

Send an email to the appropriate recipient as soon as a Quote becomes Approved.

Environment

  • Module: Sales Orders
  • Document: Sales Quote (SOOrder, Order Type = QT)
  • Workflow: Using Approval Maps; quotes do get approved in the UI.

What we built

1) Business Event

  • Type: Trigger by Record Change, For Each Record
  • Screen Name / GI: Sales Quote Approved - BE (GI21001)
  • Trigger Conditions (current): Record Inserted (screenshot attached)

 

2) Email Template

  • Screen: Linked to GI21001 – Sales Quote Approved – BE
  • To: ((Contact.eMail))
  •  

3) Generic Inquiry (GI21001)

  • Tables: PX.Objects.SO.SOOrder (alias SOOrder) + PX.Objects.CR.Contact (alias Contact)
  • Join: SOOrder.contactID = Contact.contactID
  • Conditions:
    • SOOrder.OrderType = QT
    • SOOrder.Status = Open
  • Results Grid: Includes OrderNbr, OwnerID, ContactID, Contact eMail, Totals, etc.

Screenshots attached for BE, GI, and Email Template.

 

 

 

Email Template: 

Business event: 

GI:

 

3 replies

  • Author
  • Freshman II
  • February 3, 2026
I have tried this setup as well but didn't work as well.

 


mohammadnawaz51
Jr Varsity I
Forum|alt.badge.img+6

@AKR2025 

I can check this,

 

Please share the GI, Email template and Business events XML File.

 


  • Author
  • Freshman II
  • February 3, 2026

I have updated the GI, Business event, and Email template. This issue is fixed and closed.