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Email body on Autom...
 
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Questions Email body on Automated Reports

 
Acumatica Report Designer
Last Post by Kyle Wright 3 years ago
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4 Users
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Wayne Keltie
Posts: 3
 Wayne Keltie
Topic starter
September 26, 2019 3:18 am
(@waynekeltie)
Active Member
Joined: 6 years ago

Hi All,

We have a number of report templates setup for emailing using Automation Schedules.

These are working nicely except that I cannot get anything to populate the email body.

Text entered into the Mail Settings in Report Designer is ignored. I also tried entering a TemplateID and setting up a Notification Template to match but again it is ignored.

All I ever get is an email with subject and attachment but no body which doesn't look very professional.

Has anyone come across this before and managed to resolve it?

Note: This is using the MYOB Advanced version of Acumatica.

Cheers

Wayne


5 Replies
Tim Rodman
Posts: 3199
 Tim Rodman
Admin
October 2, 2019 6:42 pm
(@timrodman)
Famed Member
Joined: 10 years ago

How are you sending the email?

1. Using the SEND button when the report is visible on the screen?

2. Using the ACTIONS menu on a screen? If so, which screen?


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Wayne Keltie
 Wayne Keltie
(@waynekeltie)
Joined: 6 years ago

Active Member
Posts: 3
October 2, 2019 6:48 pm
Reply toTim RodmanTim Rodman

@timrodman

Hi Tim,

Neither. We have them all setup through Automation Schedules so that they are generated and emailed overnight.

Thanks

Wayne


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Tim Rodman
Posts: 3199
 Tim Rodman
Admin
November 12, 2019 8:51 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Sound like you might be experiencing a bug in your specific version.

On the Automation Schedules (SM205020) screen, what value is in the Screen ID field for this schedule? That would determine what screen the Automation Schedule is running on. Likely it's running on the Print Invoices and Memos (AR508000) or Process Invoices and Memos (SO505000) screen. I'd be curious to see if you could reproduce the issue on one of those screens manually without involving the automation schedule.


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Britt Steinhardt
Posts: 5
 Britt Steinhardt
December 28, 2020 8:42 am
(@britt-steinhardt)
Active Member
Joined: 5 years ago

Did this every get figured out - I have the same issue as Wayne, our automated scheduled emails works great, except for the fact that there is only an attachment and subject line, nothing in the body of the email.

Thanks

Britt


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Tim Rodman reacted
Kyle Wright
Posts: 7
 Kyle Wright
November 29, 2022 10:00 am
(@kyle-wright)
Active Member
Joined: 5 years ago

Wayne and Britt--

Maybe you figured this out by now, but the email template is set in the report designer:

 

https://www.centralnervoussystems.com/engineering-blog/2020/6/5/acumatica-tips-amp-tricks-why-changes-to-email-notifications-in-acumatica-do-not-seem-to-work

 

https://community.acumatica.com/everything-else-119/notification-templates-from-send-button-in-reports-4346

-Kyle


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Tim Rodman reacted
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