By using this website, you agree to our Terms of Use (click here)
Hi
I've setup System email account and set email addresses on the customer. I created a SO Sales order and select to send by e-mail under the Actions menu. The e-mail is created and sent, but I noticed that the receiver is the Delivery/Shipping addresses email, I would like it to be the Invoice address(Bill to) email.
If I on the customer select the Contact type: Invoicing in the Mailing settings-tab for the SALES ORDER Mailing ID, then when I send sales order by email, the receiver will still be the Delivery/Shipping addresses email, but it will add the Invoicing(Bill to) addresses email as CC/Copy.
How can I get the email for the sales order to only be sent the Invoicing(Bill to) addresses email? I tried to find some more info about this in the Acumatica help files, but didn't probably find the correct place. I guess something needs to be done in Automation steps? If so, what do I need to change?
You can edit the email template from the Report Designer. In this case if you are editing the Order Form you would open the report designer for SO641010 and there will be a section call MailSettings that you can use to edit the email template including the To, CC, subject and body of the email.
Thank you!=)