Configuration of PO Email

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Posted on by Vamsa

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Hi all

Appreciate if anyone would tell me the process for sending an email while creating a PR for approval or PO approval. As per my understanding , we can configure either through print management or through approval workflow where we can add email template and edit the required subject.. Is there any other way to change the Email format template or existing email.

Thanks

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WillWU 22,363 on at

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Hi Vamsa,

Please start with this document:

docs.microsoft.com/.../configure-email-functionality-in-microsoft-dynamics-ax

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Vamsa 142 on at

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Thank you Will. From the documentation its clear that we follow the same process..

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Vamsa 142 on at

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Is there any field in the placeholder to address it to the Approver Name. Currently , it is written as

Please review & approve Purchase Requisition - number %Purchase requisitions.PurchReqId% PR name : %Purchase requisitions.PurchReqName% .

Is there any field showing the Line Manager approver name from the placeholder?

as assignment is based on managerial hierarchy where employee line manager level is set as 1.

So I need add as below

Dear LineManager NAme( as placeholder)

Please review & approve Purchase Requisition - number %Purchase requisitions.PurchReqId% PR name : %Purchase requisitions.PurchReqName% .

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