Creating a Single Vendor Form Letter

Maintenance > new world ERP Suite > Procurement > Vendor Service

Form letter processing for a specific vendor can be performed on the Vendor Service page. To create a letter, complete the following steps:

1. On the left hand side of the page, search for and click on the vendor you want to generate the letter for.
2. Click the Letter icon located on the General bar. 

Note: If the Letter icon does not appear, users permissions need to be granted for the FM Vendor Service Form Letter. See Vendor Form Letter Security Settings for more information.

3. The Print Form Letter pop-up will be displayed.
4. Select the Form Letter template that should be used from the drop-down.
5. In the Common Text field you may choose to enter your own message if necessary.
6. Select the Address you wish to send the letter to from the drop-down.
7. Select the Track Form Letter History if you would like this action to be recorded in the Form Letter History section on the Vendor Service page.
8. Click OK. A message will display indicating that the letter has been sent to myReports.
9. To view the letter, close the dialog and navigate to myReports.

 

See Also:

Vendor Form Letter Processing Security Settings

Setting Up the Templates

Creating Vendor Form Letters in Mass

Form Letter History Tracking

Vendor Form Letter Processing Overview