Purchase Order Notifications

Purchase Order Notifications

Notification rules are helpful when an event has to be notified to the technicians. Say, when a purchase order is overdue, technicians can be notified with an email automatically from the application.
 

Enable Notification Rules 

Role Required: SDAdmin, PurchaseConfig
  1. Go to Setup > Automation > Notification Rule > Purchase.  
  2. Select the relevant notification rules by enabling the checkboxes
  3. To customize the notification, hover over it and click displayed against the notification. You can choose the notifications to be sent in rich text or plain text mode and also customize the notification content as needed.
  4. Finally, click Save.

 Available Notifications for Purchases 

Purchase Order (PO) Notifications
PO Requester Notifications
Email Notification Templates

  1. Notify PO owner when a purchase order is overdue.  
  1. Notify PO Requester when a purchase order is approved.
  2. Notify PO Requester when a purchase order is rejected.
  3. Notify PO Requester when a purchase order is received.
  4. Notify PO Requester when a purchase order is closed.
  1. PO Approval Request (to approvers).
  2. PO Approval Notification (to PO owner and approver
  3. PO Rejection Notification (to PO owner and approvers).
  4. PO Closure Notification (to PO owner and approvers).
  5. Invoice Received Notification (to PO owner and approvers).
  6. PO Items Ordered (to PO owner and approvers).
  7. Payment Notification (to PO owner and approvers.
  8. Email Purchase Order Owner.
  9. Email Purchase Order Vendor.
  10. PO Cancellation Notification (to PO owner and approvers).
  11. PO payment Overdue Notification.
  12. PO Notes Notification.


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