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How to display Project Codes on the PO email sent to the Supplier.
How to display Project Codes on the PO email sent to the Supplier.

By following these steps, you can ensure that project codes are visible on your PO email.

Updated over 2 months ago

Prerequisites

Before you begin, ensure the following:

  • You have admin access/role on your ProcureDesk account.

Step-by-Step Instructions

Step 1: Access Admin and Configurations

  • Log into your ProcureDesk account and switch to the 'Admin' role.

  • Navigate to the 'Configurations' section in the admin interface.

Step 2: Navigate to Company Settings

  • Within the 'Configurations' section, select 'Company Settings'.

Step 3: Access Purchase Order Settings

  • In the 'Company Settings' menu, click on the 'Purchase Order' section.

Step 4: Select the Option

  • Check the option for "Sending project codes in emails sent to suppliers" and save your settings.

After this, every email sent to the supplier will contain the project code as well.

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