Questions AR Locations Email adress
Is there a way to make use of the email address in AR Locations.
I have a customer with multiple Locations. Each location has a different contact email.
When I capture my invoice I choose the relevant location and want the Invoice print (AR641000) to send to the location email automatically.
Is it possible?
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.
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.
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.
1. Yes I want to use the email on the Location setup
2. I want to use the Send email functon direct.
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.