Skip to main content
Solved

EMContact.Email - not populating in Sales Order Form SO641010

  • February 8, 2022
  • 4 replies
  • 105 views
R
Semi-Pro III
Forum|alt.badge.img+5

There is field for Contact Email in SO641010. The expression for it is:

=IIF([EmContact.EMail] = null, [EmContact.DisplayName], [EmContact.DisplayName] + ',' + [EmContact.EMail])

 

When I choose a Contact for my Sales Order, I can’t get this field to populate (the rest of the contact fields populate correctly). I tried giving the contact an email address, I tried setting the Account Email on the Customer, etc. But I can’t get it to populate. Any thoughts?

Best answer by wfilipiak67

@rosenjon,
The EMContact on the Sales Order form is from the Owner. 
Make sure you have an owner entered on the Sales Order itself. It is on the Financial Tab

 

View original
    Did this topic help you find an answer to your question?

    4 replies

    wfilipiak67
    Captain II
    Forum|alt.badge.img+3
    • wfilipiak67
    • Captain II
    • 98 replies
    • Answer
    • February 8, 2022

    @rosenjon,
    The EMContact on the Sales Order form is from the Owner. 
    Make sure you have an owner entered on the Sales Order itself. It is on the Financial Tab

     

    E
    Chris Hackett
    2 people like this
    • E
      etrojan73
    • Chris Hackett
      Chris Hackett
    E
    Varsity I
    Forum|alt.badge.img
    • etrojan73
    • Varsity I
    • 26 replies
    • February 8, 2022

    @wfilipiak67 I agree this is the owner contact info. 

    R
    Semi-Pro III
    Forum|alt.badge.img+5
    • rosenjon
    • Author
    • Semi-Pro III
    • 293 replies
    • February 8, 2022

    Thanks @wfilipiak67 that’s what I was looking for.

     

    @etrojan73 Thanks for this info. I ended up changing the report itself to use =IIF([SOOrder.ContactID]<>null, [CustomerContact.EMail], ''), rather than EMContact.Email. I think this is more what our salespeople will expect...if they choose a specific contact, that the Sales Order will be emailed to the Contact rather than the Owner, which may or may not be populated.

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    E
    Varsity I
    Forum|alt.badge.img
    • etrojan73
    • Varsity I
    • 26 replies
    • February 8, 2022

    @rosenjon yea, we get this request often. It’s just easier to change the default email from the report designer end. Good stuff. 

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

    Reply


    Most helpful members this week

    Terms & ConditionsCookie settings

    Cookie policy

    We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

     
    Cookie settings
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved