ReadSoft: How to activate message templates for emailing vendors in PROCESS DIRECTOR Accounts Payable

Summary

Support Article

PROCESS DIRECTOR Accounts Payable (AP) allows users to send emails directly to vendors regarding specific invoices through the use of message templates.

To activate a message template in PROCESS DIRECTOR AP, do the following:

1. Go to transaction /COCKPIT/C42.
2. Create a new entry, and then enter the company code or document type as necessary.
3. Enter the Message ID of the template being made available for the archive message type.

Note: See the Message templates section of the PROCESS DIRECTOR Accounts Payable Configuration Guide for more information.

4. Assign a Document type and the file format for the message.
   

Note: Optionally, use an SAP Smart Form ID.

Once complete, emails can be sent out to specified email addresses. To send an email through the /COCKPIT/C1 screen, select a document, and then in the Document menu, click Send message.

Keywords: emails, templates, email text, vendor, settings,