Hi everyone, we have been trying to figure out if there is a way to send an email through Kinetic of the PO and any attachments along with it.
Our current process is this:
We create a PO, have it go through the approval process internally, once approved our Buyer then prints it as a PDF as well as a physical copy, then emails our Vendor through outlook and attaches the PO as well as anything else pertaining to the PO.
The problem with this is that there is a potential for human error of forgetting to send the email, attaching the PO, not knowing if they received it, etc. etc.
What I imagine the process would be like in Epicor would be as follows:
Create a PO, get it approved by appropriate manager, attach anything relative to it, then be able to send it internally through Epicor with it showing something along the lines of “Sent” and perhaps even have it show when they open it up as well for confirmation that they received it. This way we can track that for one, it was sent, and for two, we know when it was to ensure our Buyers are sending it within a reasonable amount of time.
Any help, input or direction on this would be greatly appreciated. I’d also like to say thank you to all of the helpful other topics that this community has shared. It’s been very resourceful and it’s great to know we have a strong community to be a part of. I appreciate it and look forward to hearing from everyone and trying to help anyway myself.