Email Purchase Orders

The Email Purchase Orders option is used to email copies of purchase orders entered in Accounts Payable (as a .PDF file attachment).  With the Email Purchase Orders option, the purchase orders can be emailed to the vendors to whom the purchase orders are issued, the employees who will receive the items on the purchase orders, and/or the designated users from the approval trees for the purchase orders converted from approved requisitions.

If the K12Docs module has been licensed, the documents previously uploaded and filed (saved) for the purchase orders can also be sent (attached) to the emails when completing the Email Purchase Orders option, if desired.

In order to utilize the Email Purchase Orders option, complete the following:  1) complete the General Options tab in the Email Manager option (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab in the Email Manager option, add an email address to use when emailing the purchase orders; 3) complete the Default Email Address ID field in the Report Options section on the Accounts Payable tab in the Email Manager option, if desired; 4) enter up to three email addresses (for Business, Personal, and/or Other) in the Employee File or Vendor File for each employee or vendor who will be emailed purchase orders; and 5) select the Other Communication field for each applicable email address for the employees or vendors (a checkmark will appear in the box if the field is selected).

Steps to Email Purchase Orders

Email Purchase Orders Tutorial

Note:  In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.