ByDesign : Notification to supplier via email on approval of PO

[former_member402814]

Hi All,

We want a email notification to be sent to our supplier as soon as PO is approved in ByDesign system.

It will have minimum information such as PO Number, Buying Company name, Delivery Location, Expected Time & product & qty. details in short etc.

Please help to achieve this requirement.

Regards, Vishal Kambare

[former_member402814]

Hi john.meadows

By selecting Email as Output Channel for Purchase Order, Will it stop generating / storing PDF document under Output History?

[HarshalVakil]

Hello Vishal,

When you select the Email as Output channel for purchase order. System will continue to generate the PDF and store in the output history tab of the purchase order.

regardless of the output channel system creates PDF and stores it. Selection of the output channel only dictates how this stored PDF is sent, Via Prin via email or any other means.

Regards,

Harshal

[SahalyaBegum]

Dear Vishal,

We can make use of workflow rules to achieve your requirement, however, currently, we do not have supplier as the recipient.
Your requirement is valid so our product owner has already considered in our backlog and this will be included in the future release.

I would request you to raise an incident for our reference.

Best regards,
Sahalya

[former_member402814]

Hi Sahalya,

Thanks for sharing info with us.

Should we create an Incident or register new idea in Influence portal.

Regards, Vishal Kambare

[SahalyaBegum]

Hello Vishal,

This is a small change we can take it via incident.

Best regards,
Sahalya

[JohnMeadows]

Hi vishal

The standard business process in ByDesign, doesn't send the PO by email until it is approved. Once the PO has been approved the PO will automatically be sent by email from ByD. Of course to ensure this happens the collaboration settings for the supplier master record must have email chosen as the output channel and of course a valid email address.

John