Configure Email Operation for Sales Order Notifications

Sales Order notifications include the following notification types:

• Sales Order

• Renewal Order

• Receipt

Sales Order notifications’ email operations use the Sales Order notification templates. Refer to Notification Templates for more information about these templates.

Complete the following steps to add or edit an email operation for a Sales Order notification:

1. Select Setup from Gotransverse application menu .

2. Click Notification Management in the left pane.

   

   Notification Management Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Sales Order Notification section, click the name of the notification you want to configure to open the Action Configuration window for that notification.

   

   Service Agreement Notification Actions Section

4. On the Action Configuration window, in the Email Operations section, click the Add button to add a new email operations, or click Edit in the Actions column for an operation to edit the operation. Both actions will open the Configure Email window.

   

   Action Configuration Window

5. On the Configure Email window, enter the required and relevant information:

   

   Configure Email Window - Sales Order Notifications

   Required fields are marked with an asterisk.

   • Enable Operation checkbox — Indicates whether the operation is on and available for use. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: The request will occur.

     • Not selected: The request will not occur. This request can be enabled later. Any request operation can be enabled at any time after they are created.

   • Trigger — Select an action from the drop-down list that will trigger the notification.

   • Billing Account Custom Field — Select from the list of enabled Account Custom Fields. The list also includes the option All to select all enabled Account Custom Fields.

   • Billing Account Custom Field Value — For text custom field types, enter a value that will trigger the notification. For list custom field types, select from a list of options, including All, to trigger the notification.

     If the option All was selected in the Billing Account Custom Field field, this field does not display.

   • Account Category — For multi-entity tenants only. Select the account category from the drop-down list.

   • Email Template* — Select the email template from the drop-down list. Refer to Notification Templates for a list of included templates.

   • Account Email checkbox — Specifies whether to use the email address from the billing account's customer. Select or deselect the checkbox to enable or disable this action as follows:

     • Selected: Use the email address of the billing account's customer.

     • Not selected: Do not use the email address of the billing account's customer. Enter an address in the Recipient Email field (below).

   • Recipient Email — If you selected to not to use the account email address, enter the alternate customer email address to which to the notification will be sent.

   • BCC — Enter an email address that will receive a copy of this email.

   • Contact Category — Select from the available categories or add a new category by clicking Add. Enter information as needed and click Finish to close the Add Contact Category window.

     

     Add Contact Category Window

     Contact Categories are managed in the Setup application’s Categories Module. Refer to Add Contact Category for more information about adding new contact categories.

6. Click Finish to save your operation. The email operation is added (or updated) in the Email Operations section of the Action Configuration window.

 

 

Topic updated: 08/2023.