Automation, notifications, security and troubleshooting

Send a purchase-order email

Verify vendor recipients, PDF/file choices and SMTP delivery.

Audience: Purchasing staffPermission: Administrator or relevant Purchase capabilityModule v1.7.9

Exact navigationAdmin Area → Purchase → Purchase Order → open order → Send

Before you begin

Use an account with Administrator or relevant Purchase capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Verify vendor recipients, PDF/file choices and SMTP delivery. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Admin Area → Purchase → Purchase Order → open order → Send.
Open the source record and verify its recipient, status, totals and attachments.
Choose the Send, Email, Share or Request action described in the guide.
Select recipients and attachment/signature options shown by the form.
Submit once and verify the activity, delivery metadata, public link or approval request created by the module.

Fields, choices and supported possibilities

ActionSend a purchase-order email

Exact navigationAdmin Area → Purchase → Purchase Order → open order → Send

Module version1.7.9

VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Code-backed validations and workflow rules

The action is available only when the module, current record state and required capability allow it.
Use the displayed validation response to correct the record; do not bypass controller or model checks.
Verify downstream files, notifications, linked records and status changes after saving.

Expected result and verification

The supported send a purchase-order email flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.