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Sending purchase orders via email from NAV

  • 1.  Sending purchase orders via email from NAV

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Good Morning,
    We are on NAV 2015 and we are trying to stream line sending PO's via email right through NAV. What do I have to do to set this process up?

    Thanks

    ------------------------------
    Laurie Gooch
    Accounting Coordinator
    Creative Food Ingredients
    Perry NY
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Sending purchase orders via email from NAV

    TOP CONTRIBUTOR
    Posted 14 days ago
    Hi Laurie,

    You will need customization or an add-on product to achieve this on the Purchase Orders side.
    Here is an existing thread on this topic in NAV2015. Hope this helps.
    https://www.navug.com/communities/community-home/digestviewer/viewthread?GroupId=49&MID=5638

    ~Meenakshi

    ------------------------------
    Meenakshi Singh
    Ruby Award Recipient

    NAVUG/D365BC-Community Summit:
    https://www.dynamiccommunities.com/events/community-summit-north-america/
    October 7-9, 2020
    ------------------------------
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Sending purchase orders via email from NAV

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Hi Laurie - by any chance are you on JustfoodERP (they are a NAV ISV and your company name is familiar to me but I could be wrong). Pretty sure their version of 2015 has this capability. If you reach out to them they should be able to help you get setup. If you get stuck you can reach out to me again and I can try and help as I'm sure one of my other clients have automated PO emailing and on 2015 version of Justfood would have to see if I can figure out their setups but I believe they are using "Event Notifications" for this.

    If you are not on this product then apologies.

    Thanks,

    ------------------------------
    Jim Wilson
    Independent Consultant
    Launch Project Management Ltd
    Bolton ON
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Sending purchase orders via email from NAV

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Good Morning Jim,
    I am on JustFood ERP system. Good memory!
    Thank you for the tip, I will reach out to them.

    Take care and have a great day!

    ------------------------------
    Laurie Gooch
    Accounting Coordinator
    Creative Food Ingredients
    Perry NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


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