Set up authorisation email notifications
You set up the email notifications for authorising purchase orders, in System Administration.
Once you have set up your email notifications, an email message is sent in the following circumstances:
Action | Email sent to |
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A purchase order requiring authorisation is entered. |
Authoriser |
A purchase order is entered on behalf of someone else. | Originator |
A purchase order is queried. | Originator |
A purchase order is amended. |
Authoriser Originator |
A new notification is created. | Specified recipients |
Goods are over-received for an order and the order requires authorisation. | Originator |
To set up your email notifications
Open: System Administration > Messaging > E-mail settings.
- To enter or change your email settings, click Edit.
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Enter your email Server Information details.
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We recommend that you enable Server requires secure connection (SSL), to use a secure HTTPS connection to your email server.
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Enter the E-Mail Details:
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From: This is the email address displayed as the From address for all purchase order notifications.
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Reply To: This is the email address used as the Reply address for all purchase order notifications.
Tip: To test the email server settings, enter an email address in the Send E-Mail To box, then click Send. A test email message is sent to the address specified
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- To save your settings, click OK.
Open: System Administration > Messaging > Purchase Order Authorisation.
- To use email notifications for your purchase orders, click Edit.
- To activate email notifications for purchase order authorisation, select Use Email Notifications
- To add a link to the Self Service web app, select Include Remote Authorisation link in Email.
- Click OK.
Open: System Administration > Users.
- Right-click on the user and choose Properties.
- Select the General tab.
- To allow this user to receive email messages, select Receive notifications by Email.
- Select the User Details tab.
- Enter the user's Email address.
- To save the changes, click OK.