Using eFax to issue purchase orders

Before you can use eFax to issue purchase orders, you must perform some fax configuration and purchasing vendor setup.

See the Supply Management Setup and Administration Guide.

  1. Select Manage Purchase Orders.
  2. Open a purchase order.
  3. Select the Header Details tab.
  4. In the Issue section, specify this information:
    Purchase Order Issue Method
    Select Fax.
    Revisions Include
    Select an option to include revision messages when you issue purchase orders. Inclusion on revisions is specified at the Purchased Order level.
    Fax Country Code
    When Fax is selected as a Purchase Order Issue Method, the fax country code that is specified on the purchasing vendor record is the default.
    Phone Number/Extension
    When Fax is selected as a Purchase Order Issue Method, the phone number and its extension that is specified on the purchasing vendor record is the default.
  5. Click Save.
  6. Click Release.
  7. Click Issue Final.
  8. Select the Fax Status tab on the purchase order to view the fax status.

    Fax statuses are Successfully Transmitted Faxes, Pending Faxes, and Faxes in Error. You can take actions, such as Resend Fax or Check Fax Status, from this tab.

  9. Select Purchasing Processing > Purchasing Lists.
    • Check All Fax Status

      Use to check statuses for all sent faxes. Use to update all fax statuses for purchase order faxes that were transmitted for a specific company.

    • Resend Errored Faxes

      Use to resend faxes that have transmission errors for a specific company. You must fix errors before resending.