Creating E-mail Messages

You can e-mail purchase orders and purchase returns directly to vendors that use an e-mail delivery method in the A/P vendor record. When e-mailing the purchase orders and returns, you also specify a pre-defined e-mail message to send along with the e-mailed form. More...

To create e-mail messages for purchase orders and returns:

  1. Open Purchase Orders > P/O Setup > E-mail Messages.
  2. Create the e-mail message that you want to send to vendors:
    1. In the Message Type field, select Purchase Order or Return from the list.
    2. Click the New New button button beside the Message ID field.
    3. In the Message ID field, enter a code to identify this message, using up to 16 characters.
    4. In the Description field, enter a description for the message, using up to 60 characters.
    5. In the E-mail Subject field, enter a subject.

      Note: You can use e-mail information codes in this field. They will be replaced by the company or document information when the message is sent.

    6. Type your message, using company or document information codes to specify PO or return details.

      Note: To identify variable information that you want to include with the message, use information codes preceded by a dollar sign.

  3. When you are satisfied with your message, click Add or Save.