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Maintaining purchase order notification email storage settings

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.

 

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