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(aliasSOOrder) +PX.Objects.CR.Contact(aliasContact) - Join:
SOOrder.contactID = Contact.contactID - Conditions:
SOOrder.OrderType = QTSOOrder.Status = Open
- Results Grid: Includes OrderNbr, OwnerID, ContactID, Contact eMail, Totals, etc.
Screenshots attached for BE, GI, and Email Template.
Email Template:

Business event:




