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 do I use the Email PO to Vendor Function?
This video will demonstrate using the Email PO to Vendor Function Confirm the Vendor Contact has an email address attached: 1. Navigate to Common Setup and select Vendors and Manufacturers. 2. Highlight the vendor in question and double click to open ...How do I configure EDI Dimensions?
Setting EDI dimensions allows Yellow Dog to correctly assign inventory items when processing EDI imported invoices if (1) the vendor PN is used for multiple item sizes or (2) if your EDI integration requires this configuration. What is an EDI ...Troubleshooting: How do I resolve the issue of an item being locked by a purchasing document?
Issue: Item cannot be updated because the item is “locked by a purchasing document”. Resolution: Use the Items Locked report to determine which purchasing document(s) the item is on, and zero out the quantity to resolve the on-order quantity that is ...
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 ...How do I use Par & Re-Order Points?
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...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 ...Food and Beverage Core Features User Manual
The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...