Automatically Email Purchase Orders

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Automatically email POs to vendors.

• Click Settings on the top menu bar, then choose System Email Settings.

• You will need the following information:
  • Outgoing (Mail) SMTP server
  • User
  • Password
  • SMTP Port
  • Auth Method (typically START_TLS)
  • Email Address

• Choose which delivery method to use.

1. Email directly from the user’s PC (Recommended)
   
   • This option relays instant feedback as to success or failure of the email process.
   • Allows email on demand from the PO screen.
   • Can be self-configured.
   • Slower for issuing large quantities of POs
     
2. Email from the Server as a Batch.
   
   • Stores the emails on the server to be sent as a batch later. End user will not necessarily know if there were email issues unless they check the issue log.
   • Better for very high volume (over 200 issued at a time)
   • Does not allow for issue on demand emailing from the PO screen.
   • MSI must configure.
   • Requires the Web/Requisition System.
     

• Click Edit Message Body for PO Emails.
  • This is the body of the email message that the POs will be attached to (sent as a PDF).