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Set up purchase orders to send via email

Set up your purchase order layout in Report Designer

Open: Report Designer > Report Designer.

1. Select the purchase order layout that you are using: File Explorer > Layouts .

2. From the Properties pane, select Email options and click .

3. Enter your email options:

   

   1. From the Email message should contain: drop-down list, choose the group that matches the header section of the order layout .

      For the POP Purchase Order (Single ) layout, select Group 6 - POPOrderReturns.POPOrderReturnID.

      

   2. Click To....,and add the required recipients. To send your purchase orders to the preferred contact for each supplier, add the PL Supplier Accounts > ContactEmailAddress expression.

      See how to add this expression

      1. In the Expressions section, click Add .

         

      2. Drag the following from the Fields pane to the Expression Editor section:

         PL Supplier Accounts > ContactEmailAddress.

      3. Click OK.

      To copy this expression from a text file, click here.

   3. If required, enter a CC address. This can be entered as text or an expression.

   4. Enter a Subject for the email:

      This can be entered as text or you can use an expression to include information such as your company name and the order number.

      See how to add this expression

      1. Click Subject.

         

      2. Drag the following from the Fields Pane:

         SYSCompanies > CompanyName.

      3. In the Expression Editor, enter + "Purchase Order No:" +

         Note: To add more than one expression use + or and. If you want to include text with an expression use "quotation marks" around the text.

      4. Drag the following from the Fields pane:

         POPOrderReturns > DocumentNo.

         The completed expression should be as follows:

         SYSCompanies.CompanyName + " Purchase Order No: " + POPOrderReturns.DocumentNo.

      5. Click OK.

      To copy this expression from a text file, click here.

   5. Choose whether to send the order as plain text or as an attachment.

      See how to send as plain text

      If you want to send the report as plain text, you may have to amend the layout to make it suitable for an email message, as the layout is designed for printed output.

      Note: Some layouts contain text that is designed to be read by a 3rd party document management add on available for Sage 200. This text is not designed to be printed but will appear when the document is sent as plain text. You may want remove this if you are sending your emails as plain text.

      See an example

      For the POP Purchase Order layout, this text is entered on the first two lines of the header section.

      

      See how to send as an attachment

      1. Enter the required message text.
      2. Choose the file type that you want to send from the Attachment Format drop-down list.

      3. Enter a Filename for the attachment.

         You can use an expression for this if you want the filename to include information such as your company name and the invoice number.

         See how to add this expression

         1. Click Subject.

            

         2. Drag the following from the Fields Pane:

            SYSCompanies > CompanyName.

         3. In the Expression Editor, enter + "Purchase Order No:" +

            Note: To add more than one expression use + or and. If you want to include text with an expression use "quotation marks" around the text.

         4. Drag the following from the Fields pane:

            POPOrderReturns > DocumentNo.

            The completed expression should be as follows:

            SYSCompanies.CompanyName + " Purchase Order No: " + POPOrderReturns.DocumentNo.

         5. Click OK.

         To copy this expression from a text file, click here.

   6. Choose whether to send the order via email straight away or to your outbox for checking before sending to email recipients.

   7. Choose your email account provider.

      Microsoft Outlook	Select this if you are using Microsoft Outlook 2003, 2007 or 2010.
      SMTP	Select this if you send email using an SMTP provider such as Hotmail, Gmail or Yahoo Mail.
      MAPI	Select this if your email application uses a MAPI (Outlook / Exchange) mail server.

      Note: You can set up a default email provider for all reports in Report Designer > Tools > Options | Email Setup.

4. To save the new order layout, select File > Save As.

   When you change a default layout, letter or report, you must save the new layout, letter or report in the custom or company folder.

Set up your supplier accounts and document layouts

1. Choose to use the new purchase order layout.

   See how to select the purchase order layout

   Open: File > Choose Layouts.

   1. Select POPOrder from the Report Key drop-down list.

   2. Use the Browse button to select the required layout.

      Layouts are stored in the layoutsfolder.

      Tip: Make sure the file type is set to Sage Layout Files (*.layout).

2. Use an existing supplier role or set up a new one.

   See how to set up a supplier role

   Open: ASM > Settings > Customer and Supplier Roles.

   1. Add a new role.
   2. Select Purchase and Use with Documents.

3. Associate this role with Purchase Order document type.

   See how to associate roles with document types

   Open: ASM > Settings > Customer and Supplier Document Types.

   1. Select the role for the Purchase Order document type.

4. Set up a Preferred Contact for the role with a valid email address for each supplier account that you want to send invoices to via email.

   See how to set up a preferred contact:

   Open: PL > Purchase Accounts > Amend Account Details | Contacts.

   1. Select the contact and click Edit.
   2. Add the role and select Preferred Contact.

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