Mass PO Print, one Email per Supplier

Kinetic ERP
1

We are using PO mass print and our vendors are complaining about the volume of emails received. They want all of the POs attached to a single email. They also want each PO as a separate PDF. I don’t think this is possible with breaking/routing. Am I wrong? If so is there another way to accomplish this out of the box?

1 Like
2

These are fun projects. I am assuming you are utilizing APR with a special Report Style to generate emails when you do Mass Print? You can break on supplier rather than on PO. But I believe you’d get one PDF with all the POs on it, rather than separate POs. So we might need to be creative… or simply push back on the supplier(s) and explain why it needs to be the way it is… Or invest in a tool like SourceDay where they try to electronically sync supply chain.

1 Like
3

Building on my previous response, you could modify your email report style so that it prints a summary of all their POs on the first page of the report. So it could list out all unique POs and their totals, or even show an indented view like with PO and total value first, then indented the lines part numbers/descriptions/qty… then the PDF of all the POs has some rhyme and reason that when they print it on their end, they know they have X number of POs and all the lines they need to account for.

1 Like
4

Good idea, we were spitballing a Baq report to send out 5 minutes before mass print went that would give them this data in table form. The reason they want separate PDFs is so they can attach our PO to their SO in their system.

1 Like
5

Can’t you just break it on the VendorID? I believe that’d lump all the POs into one email.

2 Likes
6

You can set up the breaking and routing to first break by PO # and Vendor ID, then the next step should be Group By Vendor ID. Then set up an Email action for your emails.

This will break the POs into individual files and will group them based on the Vendor they’re sent to so they are all attached in one email.

4 Likes
7

I’m going to try this. That seems very useful. I didn’t realize you could group after you break them.

1 Like
8

Going cut help issues with spamming limits as well, although you might run into issues with regards to total email attachment sizes.

2 Likes
9

I will try this and report back

2 Likes