Tuesday, March 2, 2010

Setting up EMAIL for PO DISPATCH

Here is the information from the PeopleBooks:
When you run the PO Dispatch/Print process from the Dispatch Purchase Orders
page, the PeopleSoft Process Scheduler Request page offers you three options:
1. PO Dispatch & Email job
Select to run the PO Dispatch/Print process and then the Email process (PODISP).
2. PO Dispatch/Print process
Select to run only the PO Dispatch/Print process (POPO005).
3. Email process
Select to run only the Email (PO_PO_EMAIL) process.

When you use the email dispatch method, the PO Dispatch/Print process creates
an output file in the location you specify on the File Locations page. The
Email process picks up the output file from the specified location and sends
out an email message with the PO as an attachment. When the dispatch method is
fax, the dispatch process creates a PO file and a fax control file in the
locations you specify on the File Locations page.

To dispatch by email, you first need to run the PO Dispatch/Print process to
create the output files and to update the PO Email queue table. You then run
the Email process (PO_PO_EMAIL).

The Email process is a PeopleSoft Application Engine process that picks up the
email output file created by the PO Dispatch/Print process in the location
specified on the File Locations page and generates an email message through the
SMTP gateway to be delivered to your recipient through the internet. If you
specify a vendor contact on the Vendor Details page on the PO, the Email
process sends the email to the address that you specify in the Email ID field
on the Vendor Information - Contacts page. If you do not specify a vendor
contact on the PO, the Email process sends the email to the address you specify
in the Email ID field on the Vendor Information - Address page. When a message
is sent successfully, it is removed from the email queue table; however, the PO
output files are not deleted.

To simplify dispatching by email you can use the PO Dispatch & Email job on the
PeopleSoft Process Scheduler Request page that you access from the Dispatch
Purchase Orders page. The PO Dispatch & Email job automatically runs the PO
Dispatch/Print process and then the Email process. For online dispatches, the
system always schedules the PO Dispatch & Email job.

An important factor to consider when you select an appropriate output format is
your recipient. When you dispatch by email, you may want to select a dispatch
output format of PDF or HTM, because these formats employ readers that are
commonly found on user systems. When you dispatch by fax, you may want to
consider that most fax software applications are compatible with Postscript-
(PS) or PCL- (HP) encoded files.

The email dispatch method is designed to work with a SMTP gateway.
The settings for the SMTP gateway must be entered when you set up a PeopleSoft
Process Scheduler Server.

3 comments:

  1. We are running this but experiencing an issues. Sometimes the vendor will get their email but there is not pdf attached. It doesn't always happen but we can't figure out why. Any ideas?

    ReplyDelete
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  3. Some additional information:

    The dispatch email id's are selected from PS_PO_HDR_EMAIL setup table, If blank then selecting from PS_VENDOR_CNTCT table.

    Peoplecode Location:
    Application Package: PO_DISPATCH.PO_Dispatch_Email.OnExecute
    Method: getPOEmail

    ReplyDelete