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Email Notification not sending to the User that Created a Purchase Order

  • November 27, 2024
  • 3 replies
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R
Jr Varsity II
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I have created a Business Event that fires when the Status of a Purchase Order goes from Pending Approval to Pending Printinng (when it is approved) or Rejected (if rejected by the approver.  

 

i’ve created the GI and have the CreatedbyID and their user name in the GI.   and the BE is firing off every time but i can’t get the email to send to the User that Created the PO.  If i put in my log in in the “To” field it will send me the email every time but i want it to go to the person that created the PO.    

Below is the email templete.

Below is the Trigger which is working according to the History.

Could it be this warning causing the issue?

i am the Admin so no sure what the issue is.   Below are the other fields i’m pulling. 

 

Best answer by rdillard64

i wanted to share how we fixed our issue:   Our situation was we wanted an email to be sent back to the person that created the Purchase Order letting them know that it had been approved.  in our case the person that creates the purchase order may not be the owner of the purchase order.  below is the template 

below is the fields we are tracking on the Business Event.  

So far it is working as it should with no issues.  

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robk20
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3 replies

Laura02
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  • Laura02
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  • 3132 replies
  • November 27, 2024

Hello ​@rdillard64 ,

Did you try using Purchase Order Owner field to drive the Emails?  Owner of a PO is typically the “Created By” person, though it’s possible you have one person assigned to enter everyone’s Purchase Orders. If one person handles data entry, they may manually select the Owner, and then your emails may route to the correct person.

 

There are a few threads here on Community, discussing emails sent to owners of PO’s. Here is one link that appears to be answered by margiottab, though no response is selected as Best Answer:

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
Chris Hackett
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  • Chris Hackett
    Chris Hackett
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  • rdillard64
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  • Jr Varsity II
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  • November 27, 2024

i did think about using the owner but the person that creates the po is the one that sends it to the Vendor when approved.   we are using the owner for the approval workflow. 

 

you are correct, we have one person that enters non stock POs for all departments.  i’ll try the idea above to see if that works.  thanks 

Chris Hackett
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  • Chris Hackett
    Chris Hackett
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  • rdillard64
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  • Jr Varsity II
  • 33 replies
  • Answer
  • January 23, 2025

i wanted to share how we fixed our issue:   Our situation was we wanted an email to be sent back to the person that created the Purchase Order letting them know that it had been approved.  in our case the person that creates the purchase order may not be the owner of the purchase order.  below is the template 

below is the fields we are tracking on the Business Event.  

So far it is working as it should with no issues.  

Chris Hackett
PeterNicholson
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  • Chris Hackett
    Chris Hackett
  • PeterNicholson
    PeterNicholson

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