1. First, locate the vendor for which you want to set up notifications.
2. To navigate to the Vendor Record go to Purchasing> Vendors> Vendor List> [Choose a Vendor] > Notifications (from the left side nav menu).
3. In this section you can select the dropdown menu to set a notification.
4. You will see four types that you can set up: PO Email (Acknowledgment Request), Confirmation/Tracking, Open PO Report, and All in One Report.
5. You will select a notification type and enter the following information.
6. Under Name, enter a descriptive name for the notification.
7. Under Date Modifier, enter the number of days.
8. Select a date type, frequency, and an email address.
9. Select update to confirm.
10. PO Email (Acknowledgment Request): Send a PO PDF requesting acknowledgment of unsent POs placed to the vendor in the selected amount of days.
11. Name - Enter a name to identify this automatic notification.
12. Date Modifier - The number of days before the notification to request acknowledgement of unsent POs.
13. Date Type - Dock Date.
14. Frequency - Select daily, weekly, or monthly.
15. Email To - Enter recipient email address.
16. Confirmation/Tracking: Send confirmation/tracking info ahead of PO Line dock date to the vendor.
17. Name - Enter a name to identify this automatic notification.
18. Date Modifier - The number of days ahead of the PO Line dock date for the Confirmation/Tracking to be sent to the vendor.
19. Date Type - This field is not used for this notification
20. Frequency - Select daily, weekly, or monthly.
21. Email To - Enter recipient email address.
22. Open PO Report: Send a list of Open POs past due and due in the next 30 days to the vendor.
23. Name - Enter a name to identify this automatic notification.
24. Date Modifier - This field is not used for this notification.
25. Date Type - This field is not used for this notification.
26. Frequency - Select daily, weekly, or monthly.
27. Email To - Enter recipient email address.
28. All in One Report: Send a report of Opens POs past due, due in the next 30 days, unacknowledged POs, and POs that require a pull-in to the vendor.
29. Name - Enter a name to identify this automatic notification.
30. Date Modifier - This field is not used for this notification.
31. Date Type - Dock Date.
32. Frequency - Select daily, weekly, or monthly.
33. Email To - Enter recipient email address.