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Finance | Project Operations, Human Resources, ...
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Configuration of PO Email

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Posted on by 142

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 Profile Picture
    22,361 on at

    Hi Vamsa,

    Please start with this document:

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

  • Vamsa Profile Picture
    142 on at

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

  • Vamsa Profile Picture
    142 on at

    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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