How to setting send email PO and click Approve by Email

[Decha_Wongwangnoi1 (Decha Wongwangnoi)]

I want to seeting Epicor PO email and click approve on email.
Please help suggest a solution/method.

[aarong (Aaron Gulley)]

You’ve got two options

• BPM
  – Fire a BPM on approval state changed with HTML body with your links and PO information for approval.

• Automation Studio
  – Automated PO Approval (Via Email) - Kinetic 202X - Epicor User Help Forum (epiusers.help)
  ------ Version depending

If you’re wanting a bespoke solution then unfortunately, you will need to consult with one of the forums consultants or speak directly to PS (Professional Services Team) which will direct you to… CSG.

Hope this helps.

[Decha_Wongwangnoi1 (Decha Wongwangnoi)]

@aarong

BPM
– Fire a BPM on approval state changed with HTML body with your links and PO information for approval.

---

for BPM option, Could you share example?

[aarong (Aaron Gulley)]

Take a look at this from @Rick_Bird

BPM To Send Email To Approver When Limit Is Exceeded On PO Approval - ERP 10 - Epicor User Help Forum (epiusers.help)

Snippet from @DeanMiller :

BPMs for Automated Email On Employee Expenses Submitted And Approved - ERP 10 - Epicor User Help Forum (epiusers.help)

This should get you started.

I have not tested this code and cannot confirm that it will/will not work. It’s a starting basis for you.

[Decha_Wongwangnoi1 (Decha Wongwangnoi)]

Nince>>
and I’m stuck on creating a button for the approver to press in their email and send the value back to the Epicor.