Troubleshooting: Why Are My PO Approval Emails Missing Information?
If you are receiving PO Approvals in your email that appear to be missing information, the cause is likely that you have items included in the PO that do not have dimension 1 set in your database. Here is an example of a PO Approval Email that is appearing with an incomplete and several blank lines for items.
|
Dimension 1 is a required setting for items to appear correctly in a PO Approval Email. If there are items that are included on a Purchase Order but do not have dimension 1 set, your PO Approval email will be missing information.
Here for example the items that are included on this PO are missing Dimension 1, Color. Therefore, the PO Approval email is missing information.
|
|
To identify dimension 1 for your database, navigate to the dimensions tab under Common Set up and see what field is set to dimension 1.
|
|
To quickly identify what items are in your database that have no dimension 1 set, in this example the dimension 1 is set to color, you can click the column header for color on the item editor screen and that will organize the items by color and show those with no size at the top of the list:
|
Then right click and select 'Set Dimensions' and choose dimension 1 for your items. Keep in mind that you can hold down SHIFT while you click or CTRL while you click to highlight a range of items or multiple items at once. This will make this a faster task:
|
|
Once you have set this dimension for your items, they should all appear on your approval emails.
Related Articles
How do I Create and Approve a Purchase Order with Purchase Order Approvals?
Purchase Orders Approvals Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can use the threshold method, which only requires one approver, or you can create Hierarchical Approvals ...How do I set up PO Approval Ranks & Approvers?
Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can set different PO amounts to different “Ranks”, allowing certain employees to order different amounts or approve up to certain ...How To: Use Email PO to Vendor
Use Email to vendor to send a purchase order (PO) directly from Yellow Dog to a vendor contact. This lets you email the PO without leaving the software Access to Purchasing Access to Purchase Orders Step 1: Confirm the vendor has an email address Go ...Troubleshooting: Forwarded Staged Invoice emails not processing
Invoices forwarded to Retriever by an email rule are not always processed. Invoices forwarded by custom email rules can fail due to formatting or configuration issues, such as message content or email address errors. Yellow Dog Software does not ...Troubleshooting: Resolving 'Locked' Items
You cannot update an item’s vendor because the item is locked by a purchasing document. Figure: An item displayed with the Locked status The item appears on one or more purchase orders (POs) that have not been fully received or invoiced. Use the ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...