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:

• Maintaining lookup tables.
• Maintaining security permissions.
• luDocumentClassification lookup table.

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.

Last modified: 20/12/2016 5:17:51 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.