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Set up authorisation email notifications

You set up the email notifications for authorising purchase orders, in System Administration.

Once you have set up your email notifications, an email message is sent in the following circumstances:

Action Email sent to
A purchase order requiring authorisation is entered.

Authoriser
A purchase order is entered on behalf of someone else. Originator
A purchase order is queried. Originator
A purchase order is amended.

Authoriser

Originator
A new notification is created. Specified recipients
Goods are over-received for an order and the order requires authorisation. Originator

To set up your email notifications

Enter your email server settings

Open: System Administration > Messaging > E-mail settings.

  1. To enter or change your email settings, click Edit.
  2. Enter your email Server Information details.

  3. Enter the E-Mail Details:

    From This is the email address displayed as the From address for all purchase order notifications.
    Reply To This is the email address used as the Reply address for all purchase order notifications.

    To test the email server settings, enter an email address in the Send E-Mail To box, then click Send.

    A test email message is sent to the address specified

  4. To save your e-mail settings, click OK.
Enter the Purchase Order Authorisation settings

Open: System Administration > Messaging > Purchase Order Authorisation.

  1. To use email notifications for your purchase orders, click Edit.
  2. To activate email notifications for purchase order authorisation, select Use Email Notifications
  3. To add a link to the Self Service website, select Include Remote Authorisation link in Email.
  4. Click OK.
Configure the Sage 200 user accounts for the people who will be receiving notification emails

Open: System Administration > Users.

  1. Right-click on the user and choose Properties.
  2. Select the General tab.
  3. To allow this user to receive email messages, select Receive notifications by Email.
  4. Select the User Details tab.
  5. Enter the user's Email address.
  6. To save the changes, click OK.
See also

Other tasks

Authorise purchase orders remotely

Create a new notification

View notifications related to a particular order

Authorisation rules

Authorise purchase orders

Purchase Order Notifications workspace

Overview

Purchase order authorisation overview

Reference

FAQs: Purchase Order Authorisation

Troubleshooting email notifications

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