Purchase Notification Email for Store Individuals


Product(s):APM Implementation and Performance Management​
Version(s):  7.x
Environment:  N\A
Area:  N/A
Subarea:  N\A

Problem

This problem occurs when users enter a purchase requisition or reserve a resource item that needs to be purchased and they only get an email if they are marked as the 'Planner' on the work order task.

Solution

These settings can also be used to notify others via email i.e., when a part comes in so that when the Planner does enter it, he can rest assured that the person who ordered the part will also get the email notification in case Planner is away from the plant whenever said item is received.

Below are the mentioned roles which needs to be assigned to the respective individuals of a site for getting email notifications for purchase requisitions or for reserving a resource to be purchased:

1. Purchaser/Buyer -  Preview - On, Documents – On, Purchases – On, Quotation – On
2. Manager - Preview - On, Documents – On, Purchases – Off, Quotation – Off
3. Maintenance/Operations end-user - Preview – Off, Document – Off, Purchases – Off, Quotation – Off
4. Service User - Preview – Off, Document – Off, Purchases – Off, Quotation – Off

NOTE : Service user also needs to have a value email account, verified with the Email Admins. Also, Outlook needs to be fully installed on the Servers performing services, including the app server, and the Service User’s email account(s) need to be defined on those servers. Service user’s Personnel profile needs to be linked with the Service’s Username in APM.