Sends an emailed copy of the purchase order, with the option to send directly to the vendor.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
E-Automate provides a very powerful PO Processing/Receiving tool to electronically transmit and receive orders with certain vendors. However, they do not have integration with all possible vendors, so this alert was built to run on a schedule and optionally send to the email address on the vendor's record for the PO OrderTypes specified in Variable W above. Will email a PO.Pdf (similar to the format when printed PO) for the purchase orders created since the last time this event ran. You should have the LOCK After Print option set up on your system tools so that this alert will lock the POs from further editing.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: PO Order Type(s) - Enter the purchase order types that the alert should trigger on, separating multiple types with commas.
Variable X: Send to the vendor's AP Contact - Enter 'Yes' to send the purchase order directly to the vendor's AP contact or 'No' to not send the purchase order directly to the vendor.
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Alert Functionality
Alert Functionality
1. The purchase order must have one of the types specified in Variable W.
The list of purchase order types can be found in Tools - Lists and Codes - Purchase Order Types:
2. The purchase order must not be locked.
Once the alert sends the email with the Purchase Order, it will update the order to be locked if you have the option set to Lock purchase orders after printing. **We highly recommend turning this setting on to ensure that purchase orders are not edited after they have been sent to the vendor.**
3. The vendor on the PO must have a purchase contact set on the vendor record (1), and the contact must have an email address (2).
4. The alert will only trigger on each purchase order once.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID300 - New Purchase Order Created by Specified User
ID833 - New Purchase Order Created
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