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Automate Email PO to Vendor Function

  • December 28, 2023
  • 8 replies
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I am trying to set up the automatic email function where I can email a PO to a vendor but am unsure where I need to add the vendor contact and speicify that they are a PO recipient.  I can’t seem to find any other threads regarding this issue.  Can someone please help with this?

Best answer by Kandy Beatty

HI @josborn 

You can add that on the Mailing and Printing tab of the Vendor Record:

 

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8 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2199 replies
  • Answer
  • December 28, 2023

HI @josborn 

You can add that on the Mailing and Printing tab of the Vendor Record:

 


Laura02
Captain II
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  • Captain II
  • 3132 replies
  • December 28, 2023

Hello @josborn ,

In addition to Kandy’s suggestion, the default email for Purchase Orders comes from the Purchase Settings tab of the Vendor, and is automatically copied to each PO. The email address can be changed on an order-by-order basis, if needed.

Laura


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  • Author
  • Freshman I
  • 32 replies
  • December 28, 2023

Thank you for your answers.  I have added a Purchase Order contact and recipient, and also updated the email in the ‘Purchase Settings’ tab.  

 

The ‘Print PO’ option is still grayed out.  Any suggestions?

 

 

 

 


Kandy Beatty
Captain II
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  • Captain II
  • 2199 replies
  • December 29, 2023

Hi @josborn 

Has this PO been emailed already from this page? Was the Email Purchase Order turned on the vendor after the PO was created? If so, you may simply need to refresh the PO. 

What happens when you pull it up from the reports and try to email it from there?

 


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  • Author
  • Freshman I
  • 32 replies
  • January 2, 2024

Hi @Kandy Beatty,

The PO has not been emailed yet.  I recreated this with a new PO and the ‘Email Purchase Order’ option is still grayed out.  The PO is in ‘Pending Printing’ status, would that make a difference?

 

 

I can, however, send it from the Purchase Order screen.

 

 

Thanks!


Kandy Beatty
Captain II
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  • Captain II
  • 2199 replies
  • January 2, 2024

HI @josborn 

Is there an automation schedule set up for PO’s to be emailed?


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  • Author
  • Freshman I
  • 32 replies
  • January 2, 2024

There is not.  I would prefer to send POs as they are created rather than marking them for email and automating the sending.  I think there may be an issue with the system email address credentials that were set up for this email address.  I am checking on that now.


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  • Author
  • Freshman I
  • 32 replies
  • January 2, 2024

Hi @Kandy Beatty 

Everything is working now, but the ‘send email’ seems like it actually just queues it up to send, and the Process All needs to run in the Send and Receive Email screen.  

 

Can it be set up to send immediately?  It looks like the frequency can only be set to once/day, and we normally send POs right after we create them.

 

 


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