Determine PO from Email

Back Top Previous Next

This rule will apply on emails that arrive after it has been created. It will not apply to emails already in, prior to creation of the rule. See below for further information.

 

On the ribbon, go to Email > Email Rules and select New. Tick Subject contains and enter required text in the Text field.

 

jobemailrule

Example only. Text can be anything you require.

 

Select OK, then Next.

 

Select Determine the PO from contents, click Add and enter ~%%(?<PONo>[\S]+) in the RegEx field. Select Subject, then click OK, then Next. However, regular expression groups you can use in the regular expression are PONo and/or VendInvNo

 

determinePO

 

Enter a name for the rule, then select Finish.

 

determinePO1

 

For emails already received prior to setting up this rule, you can click on Run Other at the bottom of the email preview pane, select OK, then select Run Action for Jim2 to determine the job from the email.

 

runother

 

Further information

Email Rules: Overview

Email Processing Rules

Link an Email to a Job

Linking External Emails