Purchase Order Document Types for E-mail

 

The user can assign document types to attach to purchase orders sent via e-mail. In order for a document to be attached to e-mail purchase orders, the document type must be assigned to the purchasing activity, and a specific document of that type must be assigned to the job.

To assign document types to e-mailed purchase orders:

  1. In the Purchasing Activities screen, click in theDocument Types for E-mail field.

  2. Click the List icon, which opens the Document Types Lookup dialog.

  3. Click the checkbox next to the document type to attach to the purchasing activity.  

  4. Click OK.

 

If the document types are not listed:

  1. Click Cancel.  

  2. Click the Refresh icon in the Purchasing Activities screen.  

  3. Return to the Document Types Lookup screen, and the list of types will display as shown above.  

  4. Click Save.

    • Or, click Cancel.

 

Note

See Setting Up Document Types and Setting Up Jobs - Scheduling Only (or Setting Up Jobs - Timberline Integration for information on setting up document types and assigning documents to jobs.

 

 

 

 

 

 

 

Related Topics

Overview of Purchasing Activities Screen

PO Index

Reset Release Code

Link a Purchasing Activity to a Scheduling Activity

Master Purchasing Activity

Assign a Trade

Assign Default JC Code

Assign Default JC Category

Select Location Sort

Select Option/WBS Sort

Include Selections

Add a Note

Assign Default Supplier

Adjusting Columns in the Grid

Suppliers View

Fill Data Left/Right

Fill Data Up/Down

Print Purchasing Activities Default Report