+1We have 2 email templates for sending POs. One for standard POs and one for Blanket POs.
How can I set the default email template for Blanket Po’s to be different than standard PO template?
Who there need to be logic on the report mailing settings? Would someone have an examples of what this logic would like ?
+6@dalesimmerly58 Yes, that logic can live in the report's mail settings. The mailing row has to be cleared first.
When the PURCHASE ORDER mailing has an Email Template, that template supplies the body and subject, and nothing in the report's mail settings changes them. So on Purchase Orders Preferences (PO101000), clear the Email Template on the PURCHASE ORDER mailing and keep its Report. Check any vendor class or vendor that overrides that mailing too, since its template still wins for those vendors.
Then open the report that mailing uses in Report Designer. In the report's properties, under MailSettings, clear Body and Subject, and set TemplateID to a formula:
=IIf([POOrder.OrderType]='BL','Blanket PO Email','Purchase Order Email')
BL is the stored code for Blanket. Replace the two names with your templates' Description values from Email Templates (SM204003), spelled exactly. Body and Subject have to be blank because the chosen template only fills in what the report leaves empty. This touches every PO email, so try it in a test tenant first.
If you'd rather keep templates on the mailing rows, that takes a customization. Email Purchase Order sends the PURCHASE ORDER mailing for every order type, so an extension would have to pass a second Mailing ID for blankets. Sales orders already work this way: Email Quote sends its own QUOTE mailing.
+8
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