Purchase Order Approval Limit emails - with our without EMT - video

Using Purchase Orders and Outgoing Emails for Approval Limits

To set up and utilize the purchase order system and outgoing emails for approval limits effectively.

Set up the mail server and ensure that the "send emails to approval users" option is set to yes in the financial tab.
Determine who will receive the approval emails - users with purchase order access and approval limits set.
Consider excluding certain users like the CEO from receiving approval emails for every purchase order.
Approval emails will only be sent to divisional users, not across different divisions.
Connect as a user with a lower approval limit to trigger an email for testing purposes.
Purchase items and set approval limits accordingly to trigger the email notification.

Ensure that the mail server is correctly set up to avoid email delivery issues.
Double-check the approval limits set for users to ensure accurate email notifications.
Avoid setting approval limits too high or too low to prevent unnecessary email notifications.

Regularly review and update approval limits to reflect changes in user roles or purchasing responsibilities.
Test the system with different user profiles to ensure all approval emails are functioning correctly.
Keep communication channels open with users to address any issues or concerns regarding the approval process.