I’ve created new email template for sales quotation (QT). in the sales order preference form I selected that new email template as the Quote email. but when I’m sending the email it send the Quote as per the system by default email template. what are the other configuration do I have to do?
Best answer by Laura03
Hello,
Email settings may be embedded in the report itself. Users in the Report Designer role may edit the report using Acumatica Report Designer.
In the TemplateID box, specify Notification ID of the new notification template that you set up for your Sales Quotation, and clear Subject and Body values in Report Designer. Save the new version of the report.
Laura
+19Hello,
Email settings may be embedded in the report itself. Users in the Report Designer role may edit the report using Acumatica Report Designer.
In the TemplateID box, specify Notification ID of the new notification template that you set up for your Sales Quotation, and clear Subject and Body values in Report Designer. Save the new version of the report.
Laura
+15Hi
Please review and let me know.
+15Check the form itself does not have a Template set on it.under the Mail Setting
Also check the Customer Mailing & Printing Defaults
FYI: in 2024 R2 I have discovered that by clearing out the template fields and setting the Template ID manually in the report does work.
However, if there is a Signature in the My Profile, and the “Include in New Emails” is checked, it won’t use the email template BODY. It just shows the Signature.
Until this is fixed, our solution is to disable ‘Include in New Emails’ for each user profile and ensure the ((GeneralInfo.MailSignature)) is included in the email templates.
Confirmed this work around does fix the issue.
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