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

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ReadSoft: How to activate message templates for emailing vendors in PROCESS DIRECTOR Accounts Payable.
Article # 3014337 - Page views: 244

ReadSoft: How to activate message templates for emailing vendors in PROCESS DIRECTOR Accounts Payable.
3014337

Question / Problem: 

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

Answer / Solution: 

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.

    User-added image

    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.

 

Applies to:  

Product Version Category
PD AP 7.x