Proposal summary

This proposal is for sending an email notification when a sales order is closed.

Requirement 

When an order is canceled, both the sales rep and the customer should get an email notification. Email can be sent from customersupport@corpdesign.com

The email message content:

Dear customer,

Please note that as per your request PO#___/SO#___ was cancelled. No further action is required at this time.

Thank you for your continual business and support.

Your team @ Corp Design

Our Solution

1. We will create a user event script/workflow and one custom field for achieving this functionality.
2. When the “cancel order” button is actioned the script will send an email to the sales rep and customer.
3. The sales rep’s email address will identify the field called SALES REP (internalId : salesrep).
4. For the customer, an email is sent to the operation email address of the customer (internalid : custentity_jj_operation_email). If the operation email is empty then send an email to the email address.
5. The email author will be customersupport@corpdesign.com.

Assumptions

1. The email is only sent once the sales order has been canceled. The email will only be sent to the customer and sales representative once.