Jcurve Support Articles / Procure to Pay

Approve Purchase Order > Email sent to the Vendor

Written by
Junica Ann Capili
Published on
February 6, 2023 at 12:06:22 AM PST February 6, 2023 at 12:06:22 AM PSTth, February 6, 2023 at 12:06:22 AM PST

Scenario

  • Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
  • Vendor record > Preferences >Send Transactions > Via Email = F
  • Purchase Order > Communication >To be Emailed = F
  • When Purchase Order was approved, it sent a copy to the Vendor

Solution

On the Purchase Order in theMessagetab there is theTo Be E-mailedcheckbox. If this is checked when the transaction is saved a copy of the Purchase Order will be sent to the vendor as long as the Order isApproved. The checkbox will automaticallyuncheckitself once the email is sent.
#Send Email When PO is Approved
#Approve Purchase Order > Email sent to the Vendor
#Send Purchase Order Once Approved
#Purchase Order Email
Jcurve Support Articles / Procure to Pay