Email Po (krc).pdf

Email PO (KRC) Report

The Email PO (KRC) report can be used to search for approved POs, preview them and then email them to the vendor or another email recipient of your choosing. In the event the PO has not been attached for emailing, the report will also inform you, and provides links to attach the PO and email it. 1. Navigate to Transactions >> Purchase Orders >> Email PO (KRC)

2. Use the various filters to search for POs.

Emailing POs Last Updated: 05/27/14

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Action – choose whether to email or preview the POs (you can also email from the preview results screen) Vendor – to search for POs for a particular vendor. Property/List – to search for POs for a specific property or properties. PO Number – if you know the PO number enter it here. POs Approved Between – enter a date range to display POs that were approved in a specific time frame. Send Email From – select the sender of the emailed PO – yourself, the property manager, or a generic Yardi email address. CC Sender – select “Yes” to copy the designated sender on the PO email. Resend to Vendor – select “Yes” if you have already sent the PO to the vendor and would like to resend. Destination – results can be formatted portrait, landscape, or be exported as a PDF, csv or Excel file.

3. Review your results and take the appropriate action.

Please note, the PO must be fully approved and attached to the vendor record before it can be emailed. To attach a PO to the vendor record, click on the “PO must be attached before emailing” link to be taken to the attach screen.

4. Check the “Attach Purchase Orders” checkbox and then click “Generate POs” to attach to the vendor record and enable emailing.

Emailing POs Last Updated: 05/27/14

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5. Re-run the Email PO (KRC) report. The PO should now be available to email. Click the “Email” link to be taken to the email template.

6. Enter in the desired email addresses, edit the body of the email as needed, click “Save” and “Close.”

Emailing POs Last Updated: 05/27/14

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7. The address(es) that the email was sent to will now appear on the report.

Alternatively, you can email a PO from the PO screen. 1. Once in the PO screen, from the Data/Reports submenu, click on “KRC - 1. Print/Attach.”

4. A new window will open. Check the “Attach Purchase Orders” checkbox and then click “Generate POs” to attach to the vendor record and enable emailing.

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Note: To view the PO only, uncheck the “Attach Purchase Orders” checkbox, click “Generate POs” and then click the “Purchase Order” hyperlink in the results table.

5. Return to the PO screen and from the Data/Reports submenu, click on “KRC - 2. Email Template.”

6. A new window with the standard KRC email template for POs will appear. Enter in the desired email addresses, edit the body of the email as needed, click “Save” and “Close.”

Emailing POs Last Updated: 05/27/14

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5. Return to the PO screen and from the Data/Reports submenu, click on “KRC - 3. Send Email.” A new window will appear with the email confirmation and a link to view the email.

Emailing POs Last Updated: 05/27/14

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