First of all, please ensure that the box "Email Report" is ticked, on the "Posting" tab of the relevant Purchase Request type, under System Options, Purchasing, Purchase Requests Setup. This has to be ticked to send a PDF email.
Also please ensure that if the box for "Show Email Screen" is ticked, that the window which opens after posting a Purchase Request is not just closed, as this will prevent the email from sending.
When the Email Report setting is enabled within Purchase Request or Sales Request setup in FocalPoint Administrator, it will try and generate an email with a copy of the Request PDF attached, to the nominated Email Address in the 'to', 'cc', and 'bcc' email address fields.
The function gets it's email address fields from a SQL View from the Database. This view is called TS_PR_EMAILADD_{x} for Purchase Requests or TS_SR_EMAILADD_{x} for Sales Requests - where the {x} is a number which references to which PR or SR Type Record ID the view relates to. This allows you to customise the email addresses for each specific type of transaction.
If a view does not exist for a PR or SR type, the PDF email, will always be sent to the last approver.
It is important to note that these views are not automatically configured within FocalPoint and in order to begin using this feature you do need to write some SQL code to create the Views. FocalPoint does ship with template views for this - however the view could be completely customised for your database purposes.
Therefore if you are not receiving an email at the intended recipients address please first of all confirm that you have ticked the "Email Report" box on the Purchase Request or Sales Request setup screen and then check that the email is not being blocked by a mail filter or spam. If these have been checked, please raise a new case online and reference the title of this article.
Email Report on Purchase Request or Sales Request not sending to intended or expected recipients
Updated over 2 weeks ago