5.4.3.�E-mail Purchase Order Form

To email a Purchase Order to a Vendor, select the "E-mail Purchase Order Form" option. The following screen will appear:

E-mail Purchase Order Form

When emailing a Purchase Order to a Vendor, you are presented with the following options:

P/O #: Enter the Purchase Order Number of the Purchase Order you want to schedule for email delivery.

Note

Vendors are set up to receive email deliveries of information using the Electronic Data Interchange (EDI) tab on the Vendor master. For more information, see Section�5.6.1, “Create New Vendor”.

From: The default address appearing in the "From" field will automatically be pre-populated with the email address of the user who is currently logged in to the application. User email addresses are stored with customer records at the system level. You may change the address in this field manually at run time.
Send To: If the Vendor associated with the selected Purchase Order has been set up to receive email, then the default email address for that Vendor will be automatically pre-populated here. Because this is an editable field, you may change the email address.
Cc: If EDI is set up for the Vendor, then the default carbon copy (i.e., Cc:) line found on the Vendor master will be automatically pre-populated here. Because this is an editable field, you may also modify the Cc: line.
Subject: If EDI is set up for the Vendor, then the default subject line found on the Vendor master will be automatically pre-populated here. Because this is an editable field, you may modify the subject line.
Filename: If EDI is set up for the Vendor, then the default filename found on the Vendor master will be automatically pre-populated here. Because this is an editable field, you may modify the filename line. XML tags may be used in this field to dynamically generate filename text. In the example shown in the screenshot above, the filename will include the Document Type (i.e., Purchase Order) and the Document Number (i.e., Purchase Order Number).
Email Body: If EDI is set up for the Vendor, then the default email body found on the Vendor master will be automatically pre-populated here. This is a scrolling text field with word-wrapping. You may edit the default email body.
Mark Purchase Order as having been Printed: Select to mark highlighted Invoice as having been printed.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without scheduling a Purchase Order for email delivery, returning you to the application desktop.
SUBMIT: Select to submit requested action to the Batch Manager for processing. For additional information, see Section�10.5, “Topic: Submitting Reports and Jobs to the Batch Manager”.