The Project Purchase Order modules has a way to send email requests for Purchase Order adjustments. This allows employees to quickly send requests to directors who have authority to approve and make those changes.
The Project Purchase Order notifications ONLY go to people on the Notification Template's Recipient List. Any person who is to receive this notification MUST be added to that recipient list.
Project Purchase Order notifications are not triggered automatically. They are sent using the "Send Email for PO Adjustment Request" function found in the Project Purchase Order Toolkit.
Project Purchase Order notifications do NOT include any information automatically. Any field that's information must be added to the notification, must be added to the notification template using the Auto-Insert feature. Since the PO Number, PO Adjustment Request, and Adjustment Reason fields are critical for these specific notifications, those fields should be added to the notification.
The notification templates are created in the General > Notification Setup module. When the Project Purchase Order toolkit function is used, the user selects which template to use.
How To
Setup and send a PO Adjustment Request Notification
Note: The recipient must be filled out on the notification template recipient list.
Note: The notification template must have these values
After creating the notification template go to Work > Project Management > Project Purchase Orders and find the Project Purchase Order that a request is going to be sent for.
Go to the PO Adjustment Tracking tab.
Fill in the PO Adjustment Request field with the amount of adjustment to make. This is a numerical value that can be positive or negative.
Fill in the Adjustment Reason field.
Select the button on the toolbar and this screen will pop-up.
Select "Send Email for Budget Transfer Request"
Hit and the following message will appear.
Hit and the following screen will appear. Hit No and it will go back to the Project PO record.
Click the Email Notif #button and select the notification to be sent out.
Note: Only Notification Templates that have the Notification Module set to "Work Project PO" will show in this list.
Click and the Notification will be sent.
Note: A record that this request was sent is saved in the tracking grid on the PO Adjustment Tracking tab.
Who receives Purchase Order Adjustment notifications?
button on the toolbar and this screen will pop-up.
and the following message will appear.
and the following screen will appear. Hit No and it will go back to the Project PO record.
and the Notification will be sent.