One of the brilliant features of Acumatica is its ability to email your documents and communicate with customers, using relevant data plugged directly into templates, right from the software. One question consistently comes up with every single Acumatica customer we have. “I need to edit my default email template for (sales order/invoice/purchase order/shipment etc.), but I don’t see the template in the “Email Templates” screen. Where is my Acumatica Email template coming from?”
This inevitably rears its head with a very specific workflow. If you find yourself asking this question, you’re probably doing the below:
- On the relevant order/invoice/shipment, you push the “Print Sales Order/Invoice/Shipment confirmation etc.)” Button
- Once the new tab with the printable report opens, you push the “SEND” button
- This opens an email template (Where did this template come from?)
The answer is simultaneously simple and also more hidden than you’d probably guess.
It’s in the Report Designer definition for the report you just printed
The subject line, who it sends to, the body, how it links the record’s information, it’s all defined in the .rpx file. This is relatively simple to edit, but only if you are familiar with Acumatica’s Report Designer. This is an installable program on your computer that allows you to connect to your Acumatica environment, open the form, and edit it’s design. It sounds simple, but at the same time, if you don’t know what you’re doing it can make your form inaccessible. Think Crystal Reports, if that’s enough to scare you, you might need some help.
The good news is Acumatica has some classes on the Open University to help guide you through some of the simpler edits.
Still scary? I’ve got some even better news. Xcellerated Solutions has deep expertise with Acumatica’s report designer. From creating new reports all together, to simple formatting changes (or even changing that pesky email template), we can support you where you’re at. Reach out today to quickly relieve some of those reporting pain points you have.