Hi All,
I need advice. What is the best way to auto-email a vendor when they are late for a PO based on a custom column created?
I've created a saved search that shows the following
Vendor Name
Vendor Email
Vendor email 2 (custom object in vendor record)
PO Number
ITEM SKU
Vendor Ready Date (custom column created with date)
I want to set up... I think a workflow... that says 14 days before vendor ready date... email vendor email + Vendor email 2 with message that says "Hi Vendor... Will you be on time to ship {{insert PO #}}?"
If vendor ready date = 2/14/2022 then send email 2/1/2022
Just trying to gauge whether installing an suiteapp is the answer or creating a workflow to do this or just doing a different program all together?