Mailings for Vendors: To Set Up a Mailing for a Vendor

The following activity will walk you through the process of setting up a mailing for a particular vendor.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the Compulink and Co. vendor needs to receive electronic purchase requisitions in Excel from SweetLife Fruits & Jams. Anna Johnson, the chief accountant at SweetLife, must also receive these purchase requisitions by email.

Acting as an implementation consultant, you need set up a predefined mailing of purchase requisitions for this vendor.

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

  • On the Enable/Disable Features (CS100000) form, the Inventory and Order Management and Purchase Requisitions features have been enabled.
  • On the Vendors (AP303000) form, the COMPULINK vendor has been created.

Process Overview

In this activity, on the Purchase Requisitions Preferences (RQ101000) form, you will review the settings on the Mailing & Printing tab. On the Vendors (AP303000) form, you will set up a mailing for a particular vendor.

System Preparation

Before you begin setting up a mailing, do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as Kimberly Gibbs by using the gibbs username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to today’s date. For simplicity, in this activity, you will create and process all documents in the system on this business date.
  3. On the Company and Branch Selection menu on the top pane of the MYOB Acumatica screen, select the SweetLife Head Office and Wholesale Center branch.

Step 1: Verifying the Purchase Requisition Preferences

To make sure that the needed mailing has been activated, do the following:

  1. Open the Purchase Requisitions Preferences (RQ101000) form.
  2. On the Mailing & Printing tab, make sure that the Active check box is selected for the RQPROPOSAL mailing ID. This indicates that emails can be sent for the mailing.

Step 2: Setting Up a Mailing for a Vendor

To set up a mailing for the COMPULINK vendor, do the following:

  1. Open the Vendors (AP303000) form.
  2. In the Vendor ID box, select COMPULINK.
  3. On the Purchase Settings tab, select the Email Order check box.
  4. Go to the Mailing & Printing tab.
  5. In the Mailings table, specify the following settings in the row with the RQPROPOSAL mailing:
    • Active: Selected.
    • Branch: Empty.

      This means that the mailing will be used for all branches.

    • Report: RQ.61.10.00 (inserted by default).

      In this column, you can also select a custom report.

    • Format: Excel.
  6. In the Recipients table, click Add Row on the table toolbar and specify the following settings for the added row:
    • Active: Selected
    • Contact Type: Employee
    • Contact ID: Anna Johnson
    • Format: Excel
    • Add To: To
  7. On the form toolbar, click Save.