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On Buyer records (PUR>PUR Special Functions>Buyers), the Buyer must have an Email address. This will be used when that buyer’s PO is received.

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Email Template Setup - Both

Besides setting up the customer, you will also need an Email Template. Please see linked manual page. You will need to create an Email Template to setup a default.

  • Use the “Report Template” radio button and the “Purchase Order” Template type for Printing PO’s.

  • Use the “Automated Template” radio button and the “PO Received” Template Type for PO Receipts.

PUR Setup - Set PO Receipt Default Template

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Once the Email Template for PO Receipts is setup, you can set the default under PUR>PUR Special Functions>PUR Setup. Use F9 on the “Email Template” field to select your default.

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  1. Open the Print Purchase Orders under PUR>PO Entry Processing>Print Purchase Orders

  2. Enter criteria or leave blank for all

  3. Hit the “Print” Icon at the top or hit F10

  4. Select “Distribution Email” from the dropdown.

  5. Select your Template

  6. Hit “Run Report

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Email PO Receipt - Buyer Auto-

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Email

When you receive a PO, we will send an email based on the “On Receipt, Email Buyer with” field on the PO record. This can be found on the PO Query/Change screen (PUR>PO Query), under the “Misc” tab.

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