One of the common questions, when implementing automation for operations is - how can we send an email notification to a person that such and such is happened?
It could be for example Purchase Order is created and we want short e-mail to get send to procurement chief.
Using Notifications in Acumatica is a natural answer to all that.
Task: I want to send a notification to Steve Church once the purchase order status is changed to Open (meaning PO is approved/printed).
Step 1. We should set appropriate e-mail to the user Steve Church
Step 2. Now need to create a notification in system manager.
Please note, Screen ID should be Purchase Order, since we want changing of the status in THIS screen to trigger a notification event. In the Message body I want to be mentioned that system should include actual PO number that was created, so I use standard Template Notification syntax of ((fieldname)). I also want actual PO Form to get attached to my e-mail, so user can review it, I just added Data Source: Report with format PDF.
On the next tabs I mentioned Event Conditions, Addresses, Parameters, which are self explanatory:
3. Now we have to decide if we send these notifications using a schedule or manually calling a process. I wanted to use a manual process, but schedule can be added that will trigger it every say 1 minute.
4. Now we can finally go to the Purchase Order and "open" one, to see what will happen:
After it was saved lets take a look at Send Notification screen. My note is pending (since I was lazy to create a schedule) so I run the process manually:
5. Enjoy reading e-mail