To Create a System Email Account

By using the Email Accounts (SM204002) form, you can create an email account to send and receive emails through MYOB Acumatica. You can create as many system email accounts as you need and can even use an individual account for each specific purpose, but only one account can be set up as the default system email account to be used for sending automatic emails.

To Create a System Email Account

  1. Open the Email Accounts (SM204002) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area of the form, do the following:
    1. In the Account Name box, type the name of the system email account.
    2. In the Email Address box, type the email address of the account that will be used as a system email account.
    3. Optional: In the Reply Address box, type the email address that will be used for automatic replies.
  4. On the Service tab, do the following:
    1. In the Incoming Mail Protocol box (in the Server Information section), select the protocol to be used to connect to the incoming server.

      If you have selected the IMAP protocol, in the Root Folder (on server) box, you need to type the path to the folder that will be used as the root folder for storing emails.

    2. In the Incoming Mail Server box, type the name of the server that will be used to receive emails.
    3. In the Outgoing Mail Server box, type the name of the server that will be used to send emails.
    4. In the Authentication Method box, select the Basic Authentication option.
    5. In the Username box (in the Logon Information section), type the name of the email account that will be used as a system email account.
    6. In the Password box, type the password to the specified email account.
  5. In the Security and Server Port Numbers sections of the tab, do the following:
    1. If the outgoing server requires additional authentication, in the Security section, select the My outgoing server requires authentication check box.
    2. If the system needs to use certain credentials to access the outgoing server, specify the following information:
      • Log on using: Selected
      • Username: The name of the account through which the system will access the outgoing server
      • Password: The password to the account

      If you leave the Log on using check box cleared, the credentials that you have specified for the incoming mail server will be used for authentication on the outgoing server.

    3. If the server should validate the From values of outgoing emails, select the My outgoing server validates From field check box.
    4. In the Incoming server port (POP3/IMAP) box in the Server Port Numbers section, type the number of the port to be used for incoming mail.
    5. If SSL connection to the incoming server is required, select the Incoming server requires encrypted connection (SSL) check box.
    6. In the Outgoing server port (SMTP) box, type the number of the port to be used for outgoing mail.
    7. In the Outgoing server encrypted connection, select the protocol to be used by the outgoing mail server.
  6. If you selected IMAP option in the Incoming Mail Protocol box, you need to specify the action that the system should perform after an email is received. In the After Receiving drop-down, select one of the following options:
    • Mark Email on Server as Read: The system marks the email as read on the email server, regardless its read status.
    • Leave Email on Server Untouched: The system does not change the read status of the email on the email server.
    • Delete Email on Server: The system deletes the email on the email server, regardless its read status.
  7. On the form toolbar, click Save, and then click Test to test the email account settings.

    If the system email account has been configured correctly, the testing process completes successfully, which is indicated by a green check mark that appears next to the Actions menu.

    Note: If the testing fails, you may have to check the security settings of the account that you want to use as the system email account.

To Set Up the Default System Email Account

  1. Open the Email Preferences (SM204001) form.
  2. In the Default Email Account box, select the system email account that you want to be used for sending automatic emails.
  3. Click Save on the form toolbar to save the changes.

    Now all emails sent on behalf of MYOB Acumatica will be sent from this address.