We have a weekly report of order cancellations/adjustments which we send out to customers. I have been able to set up a Generic Inquiry to identify the Customers who need notifying with a scheduled Business Event to send an Email Notification with a report attached to those customers.
However, we have a customer that would like that report sent to multiple email addresses each week. I have set up the email template as a Mailing in the Account Receivable Preferences, added it to their Customer Class, and added the additional Recipients on the Mailing & Printing tab of that Customer record. Yet, when I generate the email via the business event, those additional recipients are not added to the email. Am I missing something in the setup, or is this functionality just not compatible with a custom GI/report like this? Is there a different way the Email Template has to be set up so it can have those additional recipients added, like a special placeholder or something?
I’m thinking that I could make this work manually, by weaving in the NotificationRecipient DAC to my GI so it would generate an additional email for each of those additional recipients. That would look a bit clunky, since the emails would be separate and wouldn’t share TO or CC info. Or join the DAC on and make the template statically add additional recipients, but that’s going to come with its own headaches and limitations. I’d prefer not to reinvent the email template wheel and use an in-the-box setup if there is one.
Thank you for any insight you can provide,