Emailing Purchase Orders to Vendors

Setup

To setup vendors or the body of the email, please review how to Emailing Purchase Orders: Setup

Emailing Purchase orders 

Navigate to the Budget  >>  Expenditures  >>  Purchase Order tab.  You can search for the purchase order(s) that you want to email.  Check off the purchase order(s) that you want to email and click on the Email button.  

The following pop up box will appear.  Enter the appropriate parameters and click on Email checked purchase orders.  

1.  You can select the Snap Set or a specific Purchase Order page to email
2.  You can type in an alternative email(s) to send the checked purchase orders to
3.  You can select any PO document types to attach to the email

Once the emails are sent to the que, you will be notified in SchoolFi:

The Email Status of the purchase order will change to posted / printed / emailed.

Other Email Functions on the Purchase Order tab

If you want to search for purchase orders for which the vendor has or does not have an order email set up, utilize this section of the search:

If you want to search by the status of the email, utilize this section of the search:

If you want to search for purchase orders who were sent to the email que on or after a date, utilize this section of the search: