To begin you will highlight view or email a Purchase Order, follow these steps:
Highlight the Purchase Order:
Select the Purchase Order you wish to view
...
or email by highlighting it.
Print the Selected Purchase Order:
Click “Print Selected”.
...
...
Set the Issued to Vendor On Date:
You will
...
receive a pop-up notification asking if you’d
...
like to
...
set today as the "Issued to Vendor On
...
Date".
Selecting “No” will leave the PO without an issued date, keeping it in the “PO’s to Be Issued to Vendor” report until
...
a Sent Date
...
is manually marked.
Typically, you should select “Yes” here.
...
Save, Print, Export, or Email the Purchase Order:
In the next window, you can choose to Save, Print, Export
...
, or Email the Purchase Order.
Best practice is to always “Save to e-manageONE”
...
.
...
Email the Purchase Order:
Click the “Email” button.
...
A pop-up box will appear to fill in the Document Name. This name will be used as the
...
attachment name in the
...
email and
...
in the document history.
...
The standard naming convention
...
is the Vendor Name and the PO #.
...
When using “Save to e-manageONE”
...
, apply the same naming convention.
...
Set Up the Email:
Ensure the email setup is ready with the vendor’s email address. Refer to the instructions on how to set up Vendor Order Entry email addresses here.
Apply a subject to the email.
Attach any additional documents using the Drag & Drop method or Browsing
...
.
Apply any email templates if applicable.
Click Send.
...