Editing email subjects

Each output document has its own email subject. You can add a text and a variable to it. Use this procedure to use variables in your Purchase Order email subject.

  1. Select Application Administration > Shared.
  2. On the Groups and Companies pane, click Purchasing Companies.
  3. Open a purchasing company record.
  4. On the Document Template tab, select the Use IDM Template check box.
  5. In the Email section, click the three vertical dots on the right of the Subject field to show the additional options.
  6. Hover over Text Variable Replacement to see the available variables that you can use to make your email subject dynamic.
    This list shows the variables for Purchase Order:
    • Company
    • Company Name
    • Purchase Order
    • Buyer
    • Vendor
    • Vendor Name
  7. Select a variable to use in the email subject.
    Note: If you are using Infor Rich Client, right-click the Subject field to display the additional options. Click Variables and select a variable.
  8. Click Save.

    The value in the Subject field overrides the default email subject that is used in IDM.

    See Email templates and subjects reference table for the location of the different email subjects that you can configure to each output document.