(E-mail Purchase Orders users only)
Before you can begin using Email Purchase Orders, the options "iNet email purchase orders on system" (ID# 8213) and "Allow Laser Forms" (ID# 915) must be set to Yes by the Epicor Licensing Department.
To set up Email Purchase Orders, you will define the from-address for emails in Options Configuration, and enter the email addresses of the recipients in Vendor Maintenance.
Click ID. In the dialog that displays, in the Option ID field, type 8214 and click OK. The option "From email address for email purchase orders" displays.
Click in the Current Value column, and type your from-email address.
Click Change on the toolbar.
Multi-store users: This option’s “Kept By” domain can be changed from System to Store.
Display the vendor you want to attach email addresses to. For help with displaying vendors, click here.
On the Main tab, in the Contact field, enter the recipient’s name. This is to whom the email will be addressed for this vendor.
You can’t change the Contact field when sending an email, so it should be correct first. If no contact is listed in this field, the email will start with "Dear " (blank after the word Dear)
Click the Notes tab. Use the default of Type 5.
In the Message area, type the email addresses of the recipients in the format shown below. NOTE: Although these are not case specific, the names will appear in UPPER CASE if you type them in upper case.
Email:joe.smith@activant.com
If you are entering more than one email address for this vendor, enter one email address per line, pressing <Control> <Enter> to get to the next line.
Email:joe.smith@activant.com
Email:laura.dern@activant.com
Email:lisa.johnson@activant.com
Click Change to save your changes.