Business Event to send Invoice Email Notification

​@meet1504 - If you navigate to the Business Event History (SM502030) screen, what does the “Error Text” field say for the specific business event you’re trying to run?

oh wow, you found a way to get business event email notifications to use your mailing settings configuration??? I know that has been long sought after. 

At first glance the issue is probably the TO field, Billingcontact.email does not appear on the GI results grid.

If the TO field has a data field specified that doesn’t properly fill in, the BE won’t work. 
I normally see an actual email listed on GI results for data fields to work in TO field. 

My recommendation is to change the TO field to be a static x@x.con email while testing and put all data fields wanting to use in the BODY of the email so you can see how they fill out first. 
Then once everything is confirmed working you can put data fields wherever you need. 

I highly recommend testing business events in steps:

1. Test without any subscriber active at all to make sure triggers work properly 
2. After step 1 is success, activate subscriber with no report attached to make sure that works
3. add report to email template after step 2 is success, then test that final piece 

Do all of the above while signed in with the user called “admin” that comes from out of box - this admin user is what controls business events and ensure that user can see all data associated during testing. 

​@meet1504 Acumatica Email and Notification Management | AcuCademy

Please refer 

The email template needs to be changed in the Acumatica Report Designer under the Mail settings

 

​@nickcerri32 
 There is no error, no failed items, no logs of the process. My best guess is the business event is not firing and there is something wrong with the configuration.
 

Thank you,
Meet S​​​​​​​

My email field is static with correct format. The email is also tested manaully and its working correctly. I like your approch of breaking down the problem into simple steps. Unfortunately, the first step, step 1 is not working. The business event is not triggering. I don’t see any activity associated with the business event despite of a new entry in the GI.

What could be possible reasons for this strange behaviour?

Thank you
Meet S

Given, I have Admin rights, I’m not able to access the link that you provided regarding the usage of notification template. 

But, I looked at the video and found it helpful however it did not provided a clear answer to my problem.

Thank you,
Meet S

​@cramesh00 Thank you for the response.

I’m rather creating a system of automatic email deployement to customers based on a condition. I have indeed used the template that is provided in the report and have used that template to create a new notification template which is depicted in the first image.

Thank you,
Meet S

Hey Meet,

I finally got it to work! 

At first, even in my system (24R2) it was not working. I imported your GI and tested and didn’t work. 

Then I disabled everything in the GI except ARInvoice and it’s key fields - it still didn’t work! 

Come to find out, the GI wasn’t actually published, even though it was?

Here’s the break down:

1. When I clicked “View Screen” on the BE I got this error 

   

    

2. On the inquiry itself, I clicked “View Inquiry” from the GI screen, and immediately noticed it opened the inquiry without including the screen ID for it in the URL (big indication that it isn’t actually published, even though it has a screen ID 

   

   3. Even though it had a screen ID in the GI screen ID box, since viewing inquiry resulted in all 000000 in the URL, I decided to republish and set to granted for all roles 

      

       

   4. After that it STILL didn’t work, so I changed it to track ALL fields, instead of having them specified (which is not usually best practice….).
   5. Then it finally triggered!

      

      

   6. To confirm this test I unmarked “track all fields” and kept the only two fields on my GI as specific fields to track (as shown in following image), and it went back to not triggering (which is very strange!)

      

       

So, the end result is as follows, this is as simple as I made it, I recommend testing in small steps from here on out.
The GI currently only has 1 table and 2 fields active, ARInvoice.doctype and ARInvoice.refnbr 
No subscriber
republished with same screen ID as before ensuring access is granted and screen ID found in URL, and also “view screen” can be performed on the BE itself
One simple trigger condition (record inserted) 
the BE set to track all fields (theres only two...)
and it triggers successfully.

If you run into the same issue as I did, where it only triggers when “Track ALL fields” is selected, but doesn’t work when the ONLY TWO fields from the GI are explicitly defined in track fields on BE, that may be worth a case to Acumatica, since best practice would not be to track ALL fields. 
 

​@MissyMain41 Hy.. I really appreciate your help towards my problem and thank you for taking some time from your scedule to check what the problem is.

I followed your approach and Voila, it worked. Tracking all the fields really did the magic!

Slowly I tested on the different cases, the subscriber activity was also triggered and completed. However, the mail never reached to the destination. My question is on what screen can I check the Mail activity. I checked All Email (CO409070) to see if my email activity was recorded, Email Pending Processing (SM507000) to check if it was still pending. The only status I see of my subscriber activity is on Business History Screen.

 

I'm using the Email provided in the Billing section of customer

 

For Email Notification template I'm using the SO643000 report passing the default parameter values.

 

I have also modified the Mailing & Printing of the customer with the Invoice template that I'm using for that customer.

Can you provide your valuable knowledge and insights for the final steps for this automation process.
I really appreciate your help and efforts in tacking this problem.

Thank you
Meet S