Automatic E-mail Notification based on Print Preferences in SendGrid in the Integration Hub
The solution automatically sends the E-mail notification based on the configuration in the Print Preferences page.
Note
The Logged-in User E-mail id must be defined in the system.The following documents are supported for automatic E-mail notification:
- Sales Quotation
- Sales Order
- Delivery
- Return Request
- Returns
- A/R Down Payment
- A/R Invoice
- A/R Credit Memo
- Purchase Quotation
- Purchase Order
- Goods Receipt PO
- Goods Return Request
- Goods Return
- A/P Down Payment
- A/P Invoice
- A/P Credit Memo
The add-on automatically pre-populates the E-mail content for all above document in the newly added E-mail body section. To modify the content, use the Placeholder.
Before sending the automatic E-mail notification the application checks the following setups:
- E-mail via HUB check box in Print Preferences
Select E-mail via HUB check box to send the E-mail notification to the business partners contact person used in the marketing documents.
- Send E-mail to all Business Partners check box in Print Preferences
If the E-mail via HUB check box is selected, then the application checks the Send E-mail to all Business Partners check box. If this check box is selected, then application does not perform other checks and send the E-mail automatically to the contact person used in the document.
- Send Marketing Document Notification via HUB check box in Business Partners Master Data
If the E-mail via HUB check box is selected, then application checks the Send E-mail to all Business Partners check box. If this check box is not selected, then application checks Send Marketing Document Notification via HUB check box in Business Partners. If the Business partners check box is selected, then the application sends the automatic E-mail notification, otherwise the E-mail notification will not be sent.
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