Updates:
Email reminders update
We divided weekly reminder emails into two types:
- Documents require actions from you in Precoro (based on the previous Weekly Reminder email)
- Approval reminder (the new email reminder only for approvers)
1. Email reminder "Documents require actions from you in Precoro"
- Contains the list of actions required from you in Precoro (such as creating PO from PR, waiting for transfer, confirm, match, etc.)
- Default frequency - one e-mail every Monday.
2. Email reminder "Approval reminder"
- Contains the list of documents that require your approval in Precoro.
- Default frequency - one e-mail every Monday.
Also, you can set up the frequency of both email reminders for all company users/approvers depending on the type of email. To do that:
- Just go to the Configuration —> Basic Settings —> Daily Reminders.
- Select on which days each type of email reminder will be sent to the users and approvers.
To completely disable one or both reminders: use the appropriate checkboxes on the Email Preferences page (Misc section):
Other improvements
- Email Preferences page was visually fine-tuned. We aligned the display order of checkboxes for all categories to make the page more structured and clear.
- Precoro API was updated: new request PATCH for Supplier (Set Supplier ExternalId by ID) is now available (see the documentation); previously available PUT for Supplier (Update Supplier by ID) is now detailed in the documentation.