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Send E-Mails if customer did not order within a certain time

  • 12 September 2022
  • 3 replies
  • 95 views

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Hello.

We have a use case where we would like to send an automated email for example when a customer has not placed a new order for 90 days. We couldn't find a field in Acumatica with the customer's last order date, so a GI doesn't seem to work. Is there a solution to this without programming it?

Best answer by Manikanta Dhulipudi

Hi @jwestermann17 

Kensium has a product called “ Commerce Pro” it will show the order summary and other details in Acumatica. This feature will help more in details with the customer details

See the below article which helps to work the requested info in Acumatica GI

 

https://www.augforums.com/forums/acumatica-generic-inquiries/last-order-date/

Based on the GI we can configure the business events to send any email to customers.

Thanks

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3 replies

Manikanta Dhulipudi
Captain II
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Hi @jwestermann17 

Kensium has a product called “ Commerce Pro” it will show the order summary and other details in Acumatica. This feature will help more in details with the customer details

See the below article which helps to work the requested info in Acumatica GI

 

https://www.augforums.com/forums/acumatica-generic-inquiries/last-order-date/

Based on the GI we can configure the business events to send any email to customers.

Thanks


DConcannon
Varsity II
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  • Varsity II
  • 119 replies
  • September 13, 2022

Have you tried using INItemCustSalesHist? Similarly, you could use the SOOrder table as in the attached GI. 

 


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  • Author
  • Jr Varsity III
  • 117 replies
  • September 15, 2022
DConcannon wrote:

Have you tried using INItemCustSalesHist? Similarly, you could use the SOOrder table as in the attached GI. 


Hello. I don’t think we can use INITEMCustSalesHist in a Generic Inquiry, or am i wrong?


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