Hello. Is there something specific that needs to be set up in order to use a workflow to send item fulfillment emails? We don’t want to use the generic template that is used when you turn on the accounting preference to email them. I have all other emails working correctly with workflows, but can’t figure out what I am missing to make it work with item fulfillments.

I am doing this with a workflow too. In my case I'm sending SO, IF, cash sale or invoice all in the same workflow

I have mine set up the same way as well. Do you have the accounting preference “Send Order Fulfilled Confirmation Email” checked?

Nope. That'd result in a 2nd email being sent on fulfillment

That’s what I thought. It isn’t even showing up as trying to process. I’m going to take all the criteria off and try and find what is causing the issue one criteria at a time again.

I'm not sure how you have your workflow setup, but maybe it's your transition

Thanks for sending those. It is now showing up as trying to process, but saying the “customer e-mail” criteria of “is not empty,” keeps coming back as false for some reason. I’ve tried other email fields on the customer record to and it keeps coming back as they are empty. They are not empty and work for all other types of transaction emails. It’s so weird.

No problem. Yeah we currently have the IF email setup to pull from

Created From: Email

I don't have the same concerns about the customer email changing from what it was when the SO was placed. I'm not immediately sure why you wouldn't be able to reach that customer email successfully though

I tried that but it doesn’t source. I might need to go with a scheduled workflow that updates the IF email on the SO a couple days before the ship date, so that it goes onto the IF with the recent email on the customer record