Minimum Version Required: 24.06
Steps
Summary
It is possible to create a template to dynamically populate the email subject and body when emailing purchases out of Encompass.
Intended Audience
Encompass users who email purchases.
Content
1. Creating the Email Subject (Setting 467)
Update Site Setting 467 to customize and pre-populate the email subject when sending out purchases. Use [square brackets] around the keywords listed below will replace the keyword with the value of the mapped field for the keyword, for example, the value of setting 467 is PO# [PO NUMBER] for [AP ACCOUNT], the email subject will be populated as PO# 12345 for Founders Brewing.
2. Creating the Email Body (Setting 468)
Update Site Setting 468 to customize and pre-populate the email body when sending out purchases. Use [square brackets] around the keywords listed below will replace the keyword with the value of the mapped field for the keyword. Example setup for setting 468 is below.
Note: <br> is html code for a line break.
Dear [AP ACCOUNT]:<br><br>
Below is a link to PO# [PO NUMBER] with a receive date of [RECEIVE DATE].<br><br>
Thank You for your business,<br>
[DBA]<br>
[LOCATION ADDRESS]<br>
[LOCATION CITY], [LOCATION STATE] [LOCATION POSTAL CODE]
3. Example
4. Keywords for Setting 467 and 468
[DBA] = Locations.DBA
[LOCATION ADDRESS] = Locations.Address
[LOCATION ADDRESS2] = Locations.Address2
[LOCATION CITY] = Locations.City
[LOCATION STATE] = Locations.State
[LOCATION POSTAL CODE] = Locations.PostalCode
[AP ACCOUNT] = APAccounts.APAccount
[AP ADDRESS] = APAccounts.Address
[AP ADDRESS2] = APAccounts.Address2
[AP CITY] = APAccounts.City
[AP STATE] = APAccounts.State
[AP POSTAL CODE] = APAccounts.PostalCode
[PO NUMBER] = Purchases.PONum
[INVOICE NUMBER] = Purchases.InvoiceNum
5. Additional Keywords for Setting 468
[RECEIVE DATE] = Shipments.ReceiveDate
[SHIP DATE] = Shipments.ShipDate
[DUE DATE] = Purchases.DueDate