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Notification Template - Customer Bill-to Account Info

M
Freshman II

Hi,

I need to change the attention field on an email notificaiton template.
I need to include the bill-to info → account name
However, everything I try only gives the account info → account name
Is it possible to get to the bill-to info account name in an notification template?
 
These are all of the fields I have tried and do not work - 
 
((DefaultCompanyContact.FullName))
((DefaultCompanyContact.BAccountID))
((Customer.DefContactID.FullName))
((DefaultCompanyContact.MemberName))
((DefaultCompanyContact.FullName))
((Customer.AcctName))
((Customer.BillCustomerID))
((Customer.BillLocationID.Descr))
((Customer.BillLocationID.DefContactID.FullName))

 

((Customer.BillLocationID.DefContactID.MemberName))

 

((Customer.BillLocationID.DefContactID.BAccountID))

 

((Customer.BillLocationID.DefContactID.BAccountID.SendInvoicesTo))

 

((Customer.BillLocationID.DefContactID.BAccountID.BillCustomerID))

Best answer by matt hoss

@dcomerford I tried that field, however it did not pull in either. Yes, I am using Insert>Datafields 

It’s screenid = AR503500 and Build 21.107.0023

Tried again and was able to get it to fill with - ((CustomerDefaultBillingContact.FullName))

 

I’m not sure why it didn’t work before, but it’s working now.

Thanks!

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    3 replies

    dcomerford
    Captain II
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    • dcomerford
    • Captain II
    • 636 replies
    • June 21, 2023

    I believe you are after this filed  ((Billing_Contact.FullName))

    Just in case you are not aware press the Insert>Datafields and you can select what you need you dont need to be trying to work out syntax for the field names

     

    Dermot Comerford
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+13

    Hello @matt hoss 

    I created a Generic inquiry with Customer and contact table and able to get the attention in the template.

    Please find the Attached GI and Business events

     

    2 Attachments
    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    M
    Freshman II
    • matt hoss
    • Author
    • Freshman II
    • 5 replies
    • Answer
    • June 21, 2023

    @dcomerford I tried that field, however it did not pull in either. Yes, I am using Insert>Datafields 

    It’s screenid = AR503500 and Build 21.107.0023

    Tried again and was able to get it to fill with - ((CustomerDefaultBillingContact.FullName))

     

    I’m not sure why it didn’t work before, but it’s working now.

    Thanks!

    dcomerford
    1 person likes this
    • dcomerford
      dcomerford

    Reply


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