Email to user upon PO approval/reject

Epicor ERP 10
1

How could I, with a BPM, or otherwise, notify my PO entry users that their POs have been approved or rejected and the given reason?

2

Design a workflow in Data Directive(BPM) to achieve this.

3

Does anyone have examples on this? I’m not sure what field I base the directive off of.

4

Take a look at the POApvMsg table.

5

Can you confirm which version you are using I have bpm for this which i can share with you.

6

We’re cloud, so it would be 10.2.200 I believe

7

PO Approval V01.bpm (19.9 KB)

1 Like
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9

did you is the is POApvMsg?

10

Yes

11

I get this error when trying to import…

Description: The package selected for import uses restricted BPM functionality. Importing of this package is only allowed to users with BPM Advanced privileges.

12

checked BPM advanced user in User Maintenance

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image.png880×623 28.1 KB

13

Ah… I’m a MT Cloud user. I don’t have that :frowning:

1 Like
14

  1. Go to System Management > Business Process Management > Data Directives Maintenance
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  2. Click New Standard Directive > Select table POApvMsg
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  3. Enter Directive Name, Group and define Scope.
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  4. Click Design and Insert Workflow component Condition and Execute Custom Code.
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  5. Select Condition and add below lines
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  6. Select Custom Code and Click code

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    image.png599×600 28.6 KB

  7. Paste below code
    po approval.txt (4.0 KB)

  8. Link Component Start > Condition (True) > Custom Code

Note : - make sure your smtp server details correctly entered and working

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image.png1001×528 23.6 KB

3 Likes
15

Very kind of you to add screenshots like this. Easy to follow. Thank you, Surendrapal.

1 Like
17

Do you have a an example like this but to send a notification to the approver that there is a pending PO for them to review?

18

I need a BPM that sends a notification to the approver as well. Did this ever get answered?

19

No not yet unfortunately.

20

Initially we just tackled this with a BAQ that displayed the POs that required approval, they had it in the corner of a homepage with auto refresh turned on.

If you have Kinetic and have access to Application Studio there are options within there also.

We now have it so that upon approval request an email is sent to the approvers with a link to view the PO, they can click approve or deny within the email.

Once approved a copy of the PO with the digital signature of the approver is emailed to the PO creator and a copy is attached to the PO also.