Purchase Order - Configure PO Email Templates (Optional)

Use the Workflow Configuration Profile to customize the email notification templates and notification settings for the Purchase Order workflow. These settings control the content of emails sent to approvers, requesters, and alternates at each stage of the purchase order approval process, as well as the timing and frequency of reminders and alternate notifications.

From the System Administration menu, select Administration. From the Profiles menu, select Workflow Configuration Profile.

Configure Purchase Order Email Templates

From the left navigation pane, select Purchase Order.
Customize email notification templates as required. Default templates are included during installation, but can be modified:

Template	Default Subject
Needs Approval	Purchase Order Needs Approval
Request Approved/Posted	Purchase Order Posted
Request Denied	Purchase Order Denied
Needs Correction	Purchase Order Needs Correction
Reminder	Purchase Order Still Needs Approval
Request Cancelled	Purchase Order Canceled
Notification	Purchase Order Posted

Use the following variables in the email configuration for Purchase Orders:

Variable	Description
_RequesterFullName	The requester's full name.
_PoNo	Purchase order number.
_LineNo	Purchase order line number.
_Vendor	Vendor number for the purchase order.
_VendorName	Vendor name for the purchase order.
_ShipCode	Shipping Address.
_ReqNo	Requisition number.
_PoLineAmt	Amount of the purchase order line.
_ApprovalComments	The comments entered when an approver completes the approve, deny, or needs correction action.
_URL	The link to the approval page in eFinancePlus.
_EACURL	The link to the approval page through Employee Access Center.
_CrLf	Use this to designate newline characters if your browser does not let you enter them in the fields below.

Select Apply.

Menu path

Configure Purchase Order Email Templates