Purchase Order Received Email Alerts

Overview

There are three email alerts that can be activated at Admin > Administrator > Sites > Purchasing tab.

• PO Receipt Alert: This is an existing alert sent to the recipient assigned in the Vendor Alerts tab.

• Purchase Order Owner Alert: This is a new alert specifically for Internal Owners of the Purchase Order. It notifies them via email when items on their Purchase Order are received.

• Sales Order Owner Alert - This is a new alert designated for Internal Owners of the Sales Orders that are hard-linked OR soft-linked to the Purchase Orders. They receive an email notification when items on the linked Purchase Order are received.

PO Receipt Alert

Navigate to Admin>System Emails. Highlight “Receiving” is sent to the recipient defined on the Vendor Alerts tab. This uses the Receiving Email alert format which can be modified Refer to Designing System Emails

Existing alert sent to recipient assigned at the Vendor Alerts tab, a contact or a system user. Navigate to Vendor Alerts tab and checkmark Receiving, then select binoculars to select Contact or System Users to select User to send to - Refer to Vendor Alerts - KB

PO Receipt Alert Email

The following columns will be on the email:

Part Number, Description, Quantity Ordered, Quantity Received, U/M, Cost

Sent to the Vendor Alert recipient.

Purchase Order Owner Alert

A new alert designated for Internal Owners of the Purchase Order that are received to notify email-alert when items are received on that Purchase Order

Sales Order Owner Alert

A new alert designated for Internal Owners of the Sales Orders that are hard-linked OR soft-linked to the Purchase Orders that are received to get notified/email-alerted when items are received on that Purchase Order.

Highlight Internal Sales Owner Receiver is the email format for the above. However, this can be modified. Refer to Designing System Emails - KB

Purchase Order Owner Alert

The following columns will be on the email:

PO #, VENDOR, DATE, LN, MFG, Part Number, Description, ORD QTY, RCVD QTY

Sent to the Purchase Order Internal Owner - User Email of the Purchase Order

Sales Order Owner Alert

With the following columns added on theACCOUNT, CONTACT, JOB, ORDER #, OWNER

Sent to the Sales Order Internal Owner - User Email of the Sales Order