Custom PDF Notification

Custom PDF Notification

DPO enables a custom PDF report to be emailed out when a PO reaches final approval.

There is already an existing feature where an email address could be cc'ed or bcc'ed in on the supplier notifications.

These POs would contain the latest version of the T&C's plus any terms and conditions, but would not contain any internal attachments.

 Now productions can select a standard PDF report to be automatically sent out to an email address on Final Approval. It is controlled from the PDF settings tab in Administration.

 


1.      Type in the recipient’s email address

2.      Click the plus sign

3.      Select what additional pieces of information you want in the PDF report. If you leave all boxes unchecked the PDF will contain just the latest coversheet of the PO

4.      Select the Rubbish Bin/ Trash can symbol to delete an un-needed email address

5.      Remember to click Save and Next when exiting the PDF settings tab to save all the changes.

 

 

 

 


    • Related Articles

    • Incorrect date format on Purchase Order PDF

      If the date format/ time is incorrect when viewing a Purchase Order as a PDF then have the admin go to Admin > PDF Settings Once in PDF settings the admin can change the language and the time zone that is displayed on the PDF like shown below:     ...
    • Account Name/ Account Code not showing on PDF

      If the Account Name or Account Number is not showing on the PO PDF then have the administrator of the DPO project do the following: Go to Administration > Chart of Accounts > On the drop-down menu for 'Show in PDF' there will be 3 options: Show ...
    • Rental Date Notification

      If you would like DPO to automatically notifies you when a PO rental date is close to its expiration then you will need to do the following: Log into DPO and select the book you would like to enable this for. Go into Admin > Expenditure Types. For ...
    • Automatic Printing of Final Approved PO's

      You can have final approved PO's automatically go to a separate email address by adding this within the Send Additional Custom PDF files under admin > PDF settings. You will need to setup the custom PDF recipient you would like the email to be sent ...
    • How to create a Purchase Order

      In order to create a Purchase Order on DPO you will have to be setup on the DPO project as a user. If you are not already a user then please contact the project admin on the DPO project so they can set you up. Once you have access to the DPO project ...