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Messaging

You can use the messaging options to set up purchase order authorisation notification messages.

You can set up Sage 200 to send email messages to relevant Sage 200 users when purchase orders that require authorisation have been entered.

Once set up, an email message is sent to the Sage 200 user specified as the authoriser of a purchase order. Another email is sent to the Sage 200 user specified as the originator of the order.

To set up purchase order authorisation notification messages:

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.

What do you want to do?

See also

What do you want to do?

Enter your email settings

Enter the Purchase Order Authorisation settings

Other tasks

Assign features for purchase order authorisation

Reference

Troubleshooting email notifications

Purchase order authorisation settings

Change user details

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