+13Hi I would like to Populate the customer Billing Email automatically when we run the report for one customer for sending an Email.
Response from Acumatica :The report will need to be customized in order to meet this requirement. Even if the customer is indicated in the report parameter, there is no link between this parameter and the mailing settings of the report.
Looking for some best approach to meet this requirement.
Best answer by Manikanta Dhulipudi
Hi Everyone
Acumatica confirmed the report actions cannot be customized.Thanks
Hey,
You can utilize MailSettings on the report to default the billing email address on the aging report. To access the billing email, you must connect BAccount and BillingContact to your report (CustomerMaster does not have the billingId). Then, you can add the below into the TO field under mailing Settings.
=iif([@CustomerID] <> null, [BillingContact.EMail], '')The above will only populate if a customer is selected.
I hope this helps!
+13Hi Everyone
Acumatica confirmed the report actions cannot be customized.Thanks
+4It will require “customizing” the report, but technically ANY modification to the report is considered a customization.
Can you please PM the case # so I can follow up?
Here is an example which ac
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
