Send reminders to Vendors

Handling Journal with Purchase Order Management
Video 15/15
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Jesper Nielsen, Head of Onboarding

A feature in the Purchase Management Journal is to send reminders to the vendors. Normally I would look into my Outlook to see when I last sent a reminder.

But in the Purchase Management Journal you have a column called reminder sent. So now I will send a new reminder to my vendors. I have my request date where I sent the request. So now I want to follow up from a certain date and backwards. It could be if they haven’t answered me from yesterday or a week ago or whenever. So I will set a filter. And the filter should be everything before this date. And I can see that I have seven lines where four of them already have received one reminder.

So I go to the relateds and handling and send reminders to all. The reminders have been created and it’s one reminder per purchase order. And we can see this is a reminder. And as you can see we have reminder text depending on what the reminder is about. And actually the text on the reminders can be changed from reminder to reminder depending on how many reminders you’ve done. And now in my list I can see the reminder number that I’ve sent.

So on four of my lines I’ve sent two reminders and on three lines I’ve sent just one reminder. So I just clear the filter and it looks like this.