By using this website, you agree to our Terms of Use (click here)
Does anyone know how to setup a business event that emails each sales person a list of their open quotes? We want to send an email to each sales rep in the morning giving them a list of all their open quotes in a certain status. I have the business event setup where it will a single person with a list of the open quotes, but it won't change the email per set of quotes. The sales rep email address is in the description field of the sales person. I join that table to the GI so I can pull up on the template. When I put that field in the email To field, it only does a single email to the first record although it lists orders for each rep. I also had it output each rep in my foreach loop in the email so I know they are different.
Hey Ryan,
Two things.
1. Are you using this feature introduced in Acumatica 2019 R1?
2. How are you able to get the Salesperson Name to appear in the To field list of options? I thought it had to be a field that was marked as an email address by the Acumatica framework. That's why only email address fields appear in the list:
1. The grouping feature is what Acumatica support told us about too. We are still on 2018r2, so I ended up having to create events for each rep.
2. I created the email address in the GI using the description field (=Concat( Replace( [SalesPerson.Descr], ' ' , '.' ),'@xbyte.com')). I then added that field into the message of the business event email, cut it from the message section, and pasted into the to field. Worked fine for me.
I like your #2. Great workaround. Good to know there is a way to do this. I've always found it funny that Salespersons kind of hover out in space with no email or link to an Employee record.
I just used this technique and it worked like a charm:
added that field into the message of the business event email, cut it from the message section, and pasted into the to field
I took a different approach to generate the email addresses though. Since the NOTES area on the Salespersons (AR205000) screen wasn't being used, I populated that area with email addresses for the Salespeople and then pulled them into the Generic Inquiry using [SalesPerson.NoteText].
Online Members
