Purchase Orders - Sending to the Vendor

Overview

Go to CAS --> Transactions --> Purchase Orders --> Purchase Order Approval

Once a purchase order is created, saved, and approved it is available to be sent to the vendor via email. Email alerts are also sent to any employees set up to receive email alerts when a purchase order is sent to the vendor.

Detail

Purchase Orders are ready to be sent to the vendor via email once the purchase order is created, saved, and approved. This can be a continuous process or the user can send the PO for approval and then view it in the Approve Purchase Order screen and send from there.

The user selects the Purchase Order to send from the pop up screen (accessed on the Create Purchase Order screen), reviews the PO, and approves it. When approved, the PO is sent to the vendor via email if the vendor has an been set up with an email ID and if the mail settings is set up.

A copy of the PO is sent to all employees who have been set up to receive an email alert when a PO is sent to the vendor.

Purchase orders are able to be modified after sent and resent.