Method:Classic General Q&A

Re: how to customize sales order to email to customer?

Method_Jason — Wed, 11 Sep 2013 15:02:39 GMT

Karen,

You could also try this. Take a look at the Generate Report action inside the Print Preview button on the Sales Order screen. If you mimic this action on your new email button, and create an action result, you can use this action result in a Send Email action. Put your action result from your Generate Report action into the Attachment Location field within your Send Email action.

Jason

Re: how to customize sales order to email to customer?

Method_Jason — Tue, 10 Sep 2013 21:30:31 GMT

Hi Karen,

I think the best bet is to reverse engineer the Email notification when saving? check box and the Save & Email button from the stock estimate screen. Unfortunately this functionaility isn't built into the stock sales order screen so you'll have to build it through customization. It looks like it could get pretty tricky, so if you get stuck I would recommend getting in touch with a Method in-house consultant or a Method Solution Provider. If you have more specific questions about the customization job feel free to post back on this thread.

Jason

how to customize sales order to email to customer?

Karen Wang — Tue, 10 Sep 2013 16:53:47 GMT

in Estimate, I can choose email notification when saving, then my customer is able to receive the link to look at the PDF estimate, how could I do the same thing in my sales order? Thanks.