Questions AR Locations Email adress

Abrie,

Can you post some more information?  For instance, are you talking about an SO Invoice? AR Invoice?  Are you emailing individual invoices or  would you like to bulk process?

Acumatica's Help is some of the best I've seen in the ERP industry.  Take a look at Mailings for Customers  (Heads up, this is a link 20 2018R2 Help. Go to help.acumatica.com for your specific version)

Also, pay attention to the settings on the Billing Settings tab of the Customer.

Hi John

Its for AR Invoices. For now individual, but I am sure bulk will come.

I'm not sure that Mailing Settings would work here because it's available on the Customers (AR303000) screen, but not on the Customer Locations (AR303020) screen. That gives me the impression that it's only available for the Customer record rather than each Customer Location record.

Two questions:

1. Do you want to get the email address from the Email field on the Customer Locations (AR303020) screen?

2. How are you emailing the invoices? On the Invoices and Memos (AR301000) screen, you can either click REPORTS -> Print Invoice/Memo then click SEND or you can click ACTIONS -> Send Email.

Hi Tim

1. Yes I want to use the email on the Location setup

2. I want to use the Send email functon direct.

Abrie,

You are correct Tim, mail settings will not be relevant in this situation.  I hope I didn't send anyone down a rabbit hole.

The email address that gets put on AR301000 > Billing Address tab and being used when you select Actions > Send Email  is defaulting from the email address on the Billing Contact section on the Billing Settings Tab on the Customer record.  Unfortunately I do not see anyway around that out of the box.  However, I don't think it would be a very difficult customization to bring in the Location email into this field once a Customer and location is selected on AR301000.

Another thought maybe to switch to Notifications?  When you build the notification it looks to me that you can pre-populate the "To:" address with the Location email address.  I haven't tested this thoroughly but I did create a new Notification and it does look like you can get to the Location email address when you insert fields into the notification.  If you do go this route be sure to set the conditions properly for the notification to fire.  It looks like with no conditions it will fire in "Balanced" status not "Released" status which I would assume is what you want to happen.

Thanks John, I will investigate the notifications route.

Has anyone been able to get this to work.  I have a customer with 10 locations, each with a unique email address.  I've tried creating a new Notification and use the Location email address but have been unsuccessful.  Any suggestions would be greatly appreciated.

It's 2023, someone figured this out yet 🙂  I'm having this issue also. 

Hello Guys

Have you tried this 

Reactivating this thread because I am trying to do the same with but with Sales Orders where we have several locations for each Customer Account with Customer Location-Specific email accounts for each. We are currently in 2024 R1 and have not been able to figure out a way to send location-specific contacts without general contacts or the ship-to contacts overriding anything in the recipients field. I have tested as the SO Preferences and at the Customer Account level from the Mail & Printing tag, like @pankaj-saluj suggested. 

We use a custom email template that I set in the report and set in the SO Preferences as the Email template. I tried with the Default Recipients by selecting Overriding Recipients and as Add Recipients at the Customer and SO Preferences levels and still have not been able to successfully have location-based contacts only added to the when using the Print/Email Sales Order function. We automate our SOs, so that they are sent twice a day (mass processing). 

Does anyone have any insight on how to have location-specific customer location contacts added to the email that does not require manual overriding each time these are sent? 

I don't have an answer for Ellie's question, but we also had the need that came up with the original discussion and we have a really good solution.  It does depend on a scheduled import scenario.  Here's the logic behind it, and I can post the import scenario if anyone would like it.

Like others, we have customer location specific billing email addresses that we need to send invoices to.  In our business, we sell parts and equipment.  Parts invoices may need to go to a shop supervisor, while equipment invoices need to go to a fixed asset team.  The customer would have two locations--their shop that we ship parts to, and a "fleet" location for equipment sales.

We took advantage of something that I feel is actually a shortcoming in Acumatica--the billing email address actually goes onto the sales order when the sales order is created, and then that is copied to the invoice.  This is a problem if the order gets created while "joe@company.com" is the billing contact, but by the time we invoice the billing email is now "sally@company.com"--the invoice, by default, still gets sent to joe@company.com.

I have a GI that looks at every invoice generated each day and returns the current customer billing email address, as well as the current customer location billing email address (which we added as a custom field to the location record).  If the customer location has a billing email address, we know that is the most specific one and we want to use it.  It also "does the math" to determine if the email address on the invoice currently matches the most specific billing email address that it finds in the customer and customer location. 

A scheduled import scenario (that we have scheduled to run before our Print Invoices-Email scheduled job runs) uses this as it's data source.  If the invoice email address is different than the GI's "most specific" email address, the import scenario turns on the "override" check box and fills in our new email address.  This fixes both the time when Joe is replaced by Sally, as well as plugs in the customer location billing email when appropriate.