Simple email PO Approve/Reject/Pending to user

Kinetic ERP
,
1

Hello epicor community,

Is there any simple way to get PO approve/reject/pending to users through BPM?

Thanks for the help.

2

The easiest way to do this is via Method Directives on POApvMsg.Update - a pre-processing the capture the change in status and a post processing to send the email.

3

Do you have automation studio?

4

Hi @SueLowden can guide me through?

5

Hi @balmon , no we dont have automation studio

6

something super simple like this on the ChangeApproveSwitch Method should send you emails when the PO starts the approval process. If you use Epicor’s baked in approval process you could add additional BPMs on the POApvMsg.Update to send emails. We use automation studio to process all of our PO approvals through email. to get the dynamic fields just right click and go to field query.

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