Purchase order notifications

How to

View notifications for an order

To view notification messages for a purchase order:

Open: Purchase Orders > Processing > Amend Purchase Order Notifications.

Select the Order no to display Notifications for that order.
Select an item in the Notifications list to view the message Details.

You can also view notifications using the Purchase Order Notifications workspace:

Open: Purchase Orders > Processing > Purchase Order Notifications workspace in the desktop.

Open: Purchase Order Processing > Purchase Order Notifications workspace in the Self Service web app.

View your own unauthorised orders

If you want to check if an order you have requested or entered has been authorised, use the My Unauthorised Purchase Orders workspace.

Open: Purchase Orders > Processing > My Unauthorised Purchase Orders workspace in the desktop.

Open: Purchase Order Processing > My Unauthorised Purchase Orders workspace in the Self Service web app.

Send a new notification

You can create a new notification message about an order, for example if you want to send a reminder.

Open: Purchase Orders > Processing > Amend Purchase Order Notifications.

Select New Notification.
Enter the notification message details.

You can change who the notification is sent From and To, and the Due Date.
Select Save to send the notification message.

Useful info

When are notifications sent?

Sage 200 automatically sends notification messages to inform the people involved in authorising purchase orders; for example, when an order requires authorisation or has been queried.

Note: Notifications do not appear as a pop up message or icon in Sage 200. To check notifications, you can view the Purchase Order Notifications workspace.

Notification messages are sent automatically in the following circumstances:

Stage of the order process	Notification sent to
A purchase order is raised that requires authorisation. Also, if the order taker was not the order originator.	Authoriser Originator
A purchase order is queried by the authoriser.	Originator
A purchase order is amended.	Authoriser Originator
Goods are over-received for an order and the order requires authorisation.	Originator