{"id":37158,"date":"2026-06-25T11:28:45","date_gmt":"2026-06-25T11:28:45","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=37158"},"modified":"2026-06-25T11:29:49","modified_gmt":"2026-06-25T11:29:49","slug":"automating-salesperson-email-notifications-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2026\/06\/25\/automating-salesperson-email-notifications-in-sage-300-erp\/","title":{"rendered":"Automating Salesperson Email Notifications in Sage 300 ERP"},"content":{"rendered":"\n

In today’s fast-paced business environment, timely communication between sales teams and customers plays a crucial role in ensuring smooth order processing and excellent customer service. To improve communication and eliminate manual follow-up activities, we have implemented an Email Sending Functionality for Salespersons in Sage 300 ERP. This enhancement automatically notifies the assigned salesperson whenever a sales order is created in the Order Entry module, helping sales teams stay informed about customer transactions in real time.<\/p>\n\n\n\n

The functionality is designed to work seamlessly within the existing Sage 300 ERP<\/a> Order Entry process. When a user creates a new sales order, they first select the Customer Number from the Accounts Receivable (AR) Customer master and then assign a Salesperson Code in the Sales Split section of the order. Once the order is saved or processed, the system automatically identifies the salesperson associated with the transaction and sends an email notification to the respective salesperson without requiring any manual intervention.<\/p>\n\n\n\n

New Stuff:<\/strong> Export Inventory Status Report to Excel in Sage 300 ERP<\/a><\/p>\n\n\n\n

Please refer below screenshot of the user interfaces for the \u201cOrder Confirmation Screen<\/strong>\u201d.<\/p>\n\n\n\n

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Figure 1 : Order Confirmation Screen<\/center><\/font>\n\n\n\n

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To make this functionality work effectively, a configuration has been introduced in the Common Services module of Sage 300 ERP. An Optional Field has been added to the SALESREP setup, where the email address of each salesperson is maintained against their respective Salesperson Code.<\/p>\n\n\n\n

This creates a direct relationship between the salesperson code used during order entry and the email address that should receive notifications. Whenever a salesperson is selected in a transaction, the system automatically retrieves the corresponding email address from this setup and prepares the notification accordingly.<\/p>\n\n\n\n

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Figure 2 : Common service Optional Field<\/center><\/font>\n\n\n\n

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In addition to the salesperson configuration, customer email information is maintained in the Accounts Receivable Customer master. The customer email address serves as an important reference within the process and can be included in the communication workflow depending on business requirements. By maintaining accurate customer contact details within Sage 300 ERP, organizations can ensure consistency and reliability in their communication processes.<\/p>\n\n\n\n

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Figure 3 : Order Entry Sales Split tab salesperson code Mapping<\/center><\/font>\n\n\n\n

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Output:<\/span><\/u><\/strong><\/p>\n\n\n\n

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Figure 4 : Mail Result<\/center><\/font>\n\n\n\n

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Step-by-Step Process of Email Sending Functionality for Salespersons in Sage 300 ERP<\/strong><\/p>\n\n\n\n