8.16. Purchase Order Notifications

The notification features of Purchase Management tries to establish a line of communication between five main stakeholders of a PO. They are as follows:

  • Owner of a PO (the assigned Technician).

  • Requester of a PO: generally he is the person who requires the Purchased Assets.

  • Vendor of a PO.

  • Approver/Approvers of a PO.

  • User (Super Admin) of the Motadata ITSM.

The Purchase Management module has pre-defined Notifications and also the option to send custom Notifications. Currently, there are eleven pre-defined Notifications out of the box.

8.16.1. Sending a Notification

A Technician can send a notification to a Vendor of a PO. To send an email:

  • Go to the Details View of a PO.

  • Click Email to Vendor option in the top right corner.

  • A dialog box opens where you can draft an email along with an attachment and send.

figure 31
figure 32

8.16.2. View Notifications sent to Vendor

A Technician can view all email communications happened with a Vendor of a PO under the Notifications Tab in the Details View.

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8.16.3. Pre-defined Purchase Module Notifications

There are eleven predefined notifications generated by purchase management; they are as follows:

  • Email notification to the assigned Technician of a PO when it is over due.

  • Email notification to the assigned Technician and Requester when a PO is cancelled.

  • Email notification to the assigned Technician and Requester when a PO is Closed.

  • Email notification to the assigned Technician of a PO when payment is over due.

  • Email notification to the Vendor of a PO when Ordered.

  • Email notification to the assigned Technician of a PO when invoice is received.

  • Email notification to the assigned Technician of a PO when payment is done.

  • Email notification to the assigned Technician of a PO on Approval and Rejection by Approver/Approvers.

  • Email notification to the assigned Technician and Approver/Approvers of a PO when someone posts a comment on a Approval.

  • Email notification to the Approvers of a PO when an Approval is created.

Learn how to modify-content-of-a-notification.