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Questions Email Notification on PO Receipt

 
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Last Post by Royce Lithgo 7 years ago
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Uday Soni
Posts: 17
 Uday Soni
Topic starter
January 21, 2019 5:57 pm
(@uday-soni)
Member
Joined: 6 years ago

Hi all,

I am new to Acumatica. Just been a month now and I have no idea about email notifications/automation. A client wishes to receive an email notification when a PO Receipt is performed against a PO where the owner is a specific someone.

For instance, XYZ places a PO, Warehouse receives this PO, employee ABC should get an email when warehouse starts any transactions against this PO. It doesn't matter if the PO is fully received or partially.

Is there a good resource to look into to learn about email notifications/automation in Acumatica? I can't find any relevant material with concrete examples in the partner university.

Thanks!

 


1 Reply
Royce Lithgo
Posts: 557
 Royce Lithgo
January 30, 2019 9:33 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

You want to Setup an Automation Notification for the Purchase Receipts Screen.

Read the help screen on that page and go from there (that's how I got going with them). 

Note that the trick is coming up with the right set of Conditions to send or not send emails as needed. 


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