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:
- Select Modules > System > Lookup Tables Maintenance.
The Lookup Table Maintenance window is displayed. - Select luDocumentClassification.
- Click .
- Type PurchaseOrder in the Code field and type a description in the Description field.
Note: Classification codes must not have spaces between words. - Click the SynergyMeaning grid field and select PurchaseOrder from the drop-down list.
Note: Only one document classification can have a SynergyMeaning of PurchaseOrder. - Select the Active Flag.
- Click .
- Close the Lookup Table Maintenance window.
- Select Modules > System > Group/User Security Maintenance.
The Group/User Security Maintenance window is displayed. - Select Document Classification from the Resource drop-down list.
- Select the Staff Group Code of the staff who emails purchase orders.
- Select the four checkboxes next to PurchaseOrder.
- Click .
- Close the Group/User Security Maintenance window.