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Administrator Guide
Last Updated: 2024-02-09
Steps: Configure Email Notifications for Purchase Order Issue

Steps: Configure Email Notifications for Purchase Order Issue

You can set up notifications to automatically email PDF copies of purchase orders to suppliers when you issue them.
When you issue purchase orders through email and the Supplier Portal at the same time, Workday only notifies suppliers through the Supplier Portal when the PDF print run completes.
  1. (Optional) Edit Business Processes.
    Edit the definition of the
    Purchase Order Issue Event
     business process and configure a step to add the notification on. Example: The
    Review Purchase Orders for Issue
     action step.
  2. Add a notification on the
    Purchase Order Issue Event
     business process.
    In the
    Triggers
     section, from the
    On Exit
     prompt, select the step that will trigger the notification.
    In the
    Repeat On
     section, from the
    Related Instances
     prompt, select
    Purchase Orders to be Emailed
    .
    From the
    Recipients
     prompt, select:
    • Supplier for Purchase Order
       to send the email to the primary address of the supplier.
    • Supplier PO Issue Email
       to send the email to the address on the purchase order.
    From the
    Attachment(s)
     prompt, select:
    • Attachments for Printing Run Business Process Notifications
       to include a PDF of the purchase order and any attachments added as part of a business process.
    • PDF for Printing Run Business Process Notifications
       to include a PDF of the purchase order only.
Issue purchase orders by email.