Maintaining purchase order notification email storage settings

You can configure Synergetic to save purchase order notification emails in creditors' DocMan tabs.
See Creditor Maintenance - DocMan tab in the Creditors manual. Also see:


Note: Only emailed purchase order notifications can be saved. To configure purchase order notification emails, see Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab.
To configure Synergetic to save purchase order notification emails in creditors' DocMan tabs:

  1. Select Modules > System > Lookup Tables Maintenance.
    The Lookup Table Maintenance window is displayed.
  2. Select luDocumentClassification.
  3. Click .
  4. Type PurchaseOrder in the Code field and type a description in the Description field.
    Note: Classification codes must not have spaces between words.
  5. Click the SynergyMeaning grid field and select PurchaseOrder from the drop-down list.

    Note: Only one document classification can have a SynergyMeaning of PurchaseOrder.
  6. Select the Active Flag.
  7. Click .
  8. Close the Lookup Table Maintenance window.
  9. Select Modules > System > Group/User Security Maintenance.
    The Group/User Security Maintenance window is displayed.
  10. Select Document Classification from the Resource drop-down list.
  11. Select the Staff Group Code of the staff who emails purchase orders.
  12. Select the four checkboxes next to PurchaseOrder.
  13. Click .
  14. Close the Group/User Security Maintenance window.