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How does someone who is set up to approve a Purchase Order get a notification through his email?
Hi gojok,
You turn on the approvals by checking Require Approval on the Approval tab on the Purchase Order Preferences screen like this:
But that just triggers the approval process to happen.
For notifications, you have to use the Automation Notifications screen. There is actually a sample of a Purchase Order approval notification in the SalesDemo database which looks like this:
The key is the Conditions tab which is pictured in the screenshot above.
Hi Tim,
Is it possible to setup email address according the approver of the document? I am trying to use Pending Approval Notificaiton selector on PO Preferences, but it doesn't work - it returns error that email address for generated notification couldn't be empty. Any idea? The same error is, if I use event based notification and on the addresses tab set Approver->Default Contact->Email. The email of the current approver (According the approval map) does not populated.
P.S. I am using 17.207.029 version.
Have you tried Approval -> OwnerID -> DefContactID -> EMail?
This is what is setup in the SalesDemo database:
