PO Email Purchase Orders

Navigator > Reports > Purchase Orders > Email Purchase Orders

Send Purchase Orders by batch email. An email is created for all unprocessed Purchase Orders that have an email address, based on selections, with the Purchase Order document attached.

Format

The format for the attachment.

Adobe PDF	PDF file (that is, a file viewed using Adobe View Saved Report on the Reports tab or Adobe Reader).
CSV File	Fields on each line are separated by a comma.
Tab Delimited File	Fields are separated by the Tab character.
Quoted CSV File	All string fields are enclosed in double quote marks(" ").
Excel XLS File	Excel spreadsheet.

Column and row positions for formats other than pdf are specified explicitly in the Purchase Order document design.

Report File Name

The file that defines the Purchase Order document.

Set a default report file name from Document Defaults.

Click Open In Designer to open the selected file in the PO Purchase Order Designer.

Creditor - From/To

Select one or a range of creditors to email purchase orders for.

Reprint

Selected, includes purchase orders matching the criteria that have previously been emailed.

Period

Select the time period to email shipments for from:

Period
Year
All Periods
Range of Periods

From Period /

To Period

When a Period or Range or Periods is selected, select the Starting and Ending periods.

Currency

Select a currency to email purchase orders for.

Attach Links

Selected, files linked to the document will be attached.

Use SMTP Mailing

This defaults from the User Email settings.

Selected, use SMTP to send email from Accredo. The SMTP message defaults will be used. Setup a Company and User defaults for SMTP mailing.

Clear, use MAPI (default) to send email from Accredo.

Log SMTP Session

If there is an error using SMTP you can log the conversation with the SMTP Server, after send the log can be printed to assist with configuring the SMTP Server. Log SMTP Sessions is not saved with the User's settings, it is available for the duration of the Email Shipments window only.

Request Read Receipt

You can request notification when an email message is opened by its recipient.

Consolidate Emails On

Select from:

None - Emails are not consolidated.
Email - One email will be sent per email address. If there is more than one purchase order, each will be a separate attachment.
Creditor and Email - One email will be sent per email address per Creditor Code. If there is more than one purchase order, each will be a separate attachment.

The default value is set in PO Settings Misc tab.

Consolidate Attachments

Selected, one attachment if produced for all purchase orders on an email.

Trigger Mail Events

Selected, when Batch Emails are sent, the Mailer Before and After Send events for emails will be triggered for each email.

Note: If emails are consolidated for documents, the Account File and Account Code of first document will be used for the email.

Unselected, events for Batch Emails will not be triggered.

The default value is set in Trigger Mail Events for Batch Emails.

HTML Email Editor tab

See Email Editor.

The email template specified in Document Defaults is loaded.

You can create email templates in the PO Order Email Designer.

Attachments tab

You can add one or more attachments to be emailed with each email.