How to email Purchase Orders to vendors
- Knowledge Assistant
- Moriah Yorkey
How do I set up Purchase Orders to be emailed?
Were in vendors will the email be set up?
EERP
Munis
PO
Purchase Order
Email
Delivery Method
Delivery Preference
Purchasing
Vendors
Emailing vendors is new functionality for the site's purchasing department
In EERP navigate to the Vendors program, EERP>Financials>Purchasing>Setup>Vendors:
In Vendors, on the Main tab, make sure there is a valid email address
If the PO is using a remit address, a valid email needs to be noted here
TylerForm can also be designed to email using the Contacts tab and the e-mail noted here
In Vendors, on the General tab, make sure the Purchasing Delivery Method is set to E-mail
If choosing option b., make sure to speak to Tyler Forms support to ensure your Tyler Form is designed to look at the contacts tab email address
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