Modifying Vendor Remittance Advice Email Template

Modified on Sat, 20 Jul at 10:31 AM

Information

Products: Sparkrock 365
Summary: Modifying Vendor Remittance Advice Email Template

Details

In some cases, businesses may need to modify the email template used for Vendor Remittance Advices in Sparkrock 365. For example, they may need to update the layout or branding of the email or include additional information. By following the steps outlined in this KBA, users can access and modify the Vendor Remittance email template, allowing them to tailor it to their specific needs. It's important to note that this process should only be performed by users with appropriate permissions, and any changes should be carefully tested before being applied in a live environment.

Resolution

Export & Modify the Template

1. Open Report Selection - Purchase and select Vendor Remittance on the Usage Look Up list to identify the Email Template Layout.

On the Big Search, search for “Report Layout Selection” and select the related link.

In the Company field, select the right company.

Search for the Report using the “Report ID” retrieved in step 1.

Click on "Select layout" and from the ellipse, select “Export Layout” to export the Vendor Remittance Email Body template you would like to modify.

Re-Import Modified Template

After you have modified the email body of your template, you can re-import it from the Report Selection - Purchase page.

First delete the Report Line before selecting a new report layout.

Click the new line and under the Report ID, select the template you modified, and it will automatically re-import.

Impact/Risk

Modifying the Email Template Layout could affect the format of the Vendor Remittance Advice Email received by vendors.
It is recommended to test any changes in a non-production environment before applying them to the production environment.