Acumatica Email Notifications

Introduction

Acumatica provides robust email notification capabilities that can be triggered by business events, workflows, or custom code. This guide covers configuring and customizing email notifications.

Configuration

Set up email settings in Acumatica:

• Navigate to: System → Email → Email Settings
• Configure SMTP server or use built-in email relay
• Set up email accounts for different purposes
• Test email delivery

Email Templates

Create reusable email templates:

// Template Variables
{{CustomerName}}     // Customer name
{{InvoiceNumber}}   // Invoice reference
{{InvoiceDate}}     // Invoice date
{{DueDate}}         // Payment due date
{{Amount}}          // Invoice amount
{{CompanyName}}     // Your company name

// Subject Example:
Invoice {{InvoiceNumber}} from {{CompanyName}}

// Body Example:
Dear {{CustomerName}},

This is a reminder for Invoice #{{InvoiceNumber}}
dated {{InvoiceDate}}.

Amount Due: {{Amount}}
Due Date: {{DueDate}}

Thank you for your business!

Notifications via Business Events

Trigger emails using business events:

// Configure in: System → Events → Business Events

// Example: Invoice Overdue Notification
Event: ARInvoice-RowUpdated
Condition: DueDate < Today AND Status = "Open"
Action: Send Email
  - Template: Invoice Overdue
  - To: Customer Email
  - CC: A/R Manager

Code Examples

// Send email programmatically
public void SendNotification(ARInvoice invoice)
{
    var mail = PXObjects.CR.CRNotification
        .CreateNotify(
            "INVOICE_OVERDUE",
            invoice.NoteID,
            new Dictionary<string, object>
            {
                ["CustomerName"] = invoice.CustomerID,
                ["InvoiceNumber"] = invoice.RefNbr,
                ["Amount"] = invoice.Total
            });
}

Summary

Acumatica's email notification system can automate customer communications and internal alerts. Combine templates with business events for powerful automation.

For more guides, see Business Events.