The E-mail P.O. process has been updated so it will force a "save" operation on the current purchase order document to make sure that all pending changes have been saved to the files.

 

•Clicking the E-mail P.O. button in Create Purchase Order is equivalent to clicking the "OK" button at the bottom of the screen.

 

Process to Email the P.O.

1.You will be prompted to save the P.O. document any time you click the E-mail P.O. button.

2.The Confirm message box will display "Any changes to this Purchase Order must be saved before it can be emailed. Do you wish to proceed?". Click Yes.

3.The Purchase Order will be saved as a PDF file and the P.O. will be generated.

4.Your e-mail will be sent with the attached P.O. PDF.

 

5.The remainder of the "save new Purchase Order" processes will run. It will include prompting you to add any Supplemental P.O.s.

6.Finally the P.O. Updated dialog will ask if you would like to print a hard copy of the Master P.O.  Click Yes if you would like to print at this time.