To send a purchase order to a supplier, create the purchase order, and then choose Send purchase orders from the Reporting menu on the Purchase orders form. If the electronic message was created successfully:
The Order shipping status on the Purchase orders form will be changed to 'Sent'
The Date field under Order shipping status will be filled with the current date.
Tip: To resend the purchase order, for example because you have made a correction to it, you need to change the Status field under Order shipping status into 'Ready to send'. Also the underlying purchase lines must be set to 'Ready to send'. As soon as you save the new send status, you will be asked if you want to update the underlying lines as well. If both the purchase order and the purchase lines are set to 'Ready to send', you can send the purchase order again by electronic means.
To confirm a sales order, choose Send sales order confirmations from the Reporting menu on the Sales orders form. If the electronic message was created successfully, the Confirmation date field on the Sales orders form will be filled with the current date.
Tip: To resend the order confirmation, for example because you have made a correction to it, you need to clear the Confirmation date field.
On the Send documents form, which appears after you have selected the send functionality, most of the details have been prepopulated based on the settings made earlier. Check the details and modify them where necessary. The Email tab displays the sender and the recipient(s), and allows you to modify the email. The Attachment tab lists the documents attached to the email. The tab allows you to add more documents, if necessary.
Tip: To view the email before actually sending it, select the Draft check box on the Email tab.
Isah performs various checks before the message is created and sent. If there are any problems creating or sending the email, a message will be displayed, and the Check button will appear. Click this button to open the form displaying the reason(s) for the problems. The information may be shown on the Electronic messages form or on the Documents sent form, depending on the type of problem.
Overview of electronic messages
There are two ways to list all documents sent.
The Documents sent form shows all messages sent, whether via Supply Chain Integration or through other means, such as PDF.
The Electronic messages form only shows the messages created by Supply Chain Integration, and includes both incoming and outgoing messages. This means that this form gives you a complete overview of all electronic communication with a customer or supplier.
Tip: The Go to menu also gives you access to the Documents sent and Electronic messages forms. The Go to option automatically filters the data by the messages corresponding to the item selected (for example, the purchase order or sales order).
Purchase order