how to setup email notification & worklist for req change request

8/10/2019 How to Setup Email Notification & Worklist for Req Change Request

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How To Setup and Use E-mail & Worklist Notifications forChange Reuest

SETUP

On the userprofles make

sure all havetheir emailaddresses.

1




The above usersand supervisorswill be triggeredby this approveruser list or eProchange.

Make sure this issetup underAdministerProcurement >Maintainork!ow >"onfgure

Transactions

#$emo has thissetup%

2




&ere's the detailon the emailnotifcationtemplate.#AdministerProcurement >

Maintainork!ow%

This is where themessage to theapprovers isstructured #alsodelivered indemo%

TEST EXAMPLE

"reate a re(.

3




)ource the re( toa PO.

)ourcingcompleted.

*pdate to there(uisition path.

PO needs to bedispatchedbeore changes

can be made.

4




)elect "hange+e(uest rom thelist and thenclick ,O.

-ow start drillinginto the "hange+e(uest.

)elect $etailsbutton.

Again

5




&ere make achange to the(uantity andprice and savethe page.

"lick on"ontinue.

"lick on )ubmit/or "hangeApproval.

0utton grays outater submission.

6




+ecall that at thebeginning o thisdoc that "hris0aker's emailaddress is asshown.

The approvalre(uest is now inhis inbo1 usingthe emailtemplate asshown above.

"lick on the linkshown whilelogged in as

"hris.

The applicationtakes theapprover towhere he needsto approve the"hange +e(uest.

And as per thesetting in the"onfgure

Transactionspage we alsosend the itemdirectly to theapprovers

orklist.

2ou can flter atthe top and clickon the 3"hange+e(uestApproval4 link.

7




This is wherethe approver willapprove all"hange +e(uest.

Ater theapproverapproves in theirworklist5nitiali6ed

)et these toApproved andsave.

The re(7PO isnow o8 o thislist.

8




To complete thePO change drillin here9 "hangePurchase Order.

)et up the runcontrol or thePO.

+un the PO"hange process.

9




-ote that the POis now in statuso 3PO "reated4and needs to be

dispatched againto the vendor.

-otice the(uantities and

amount havechanged on thePO because the"hange +e(uestwas approved.

$ispatch the PO.

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how to setup email notification & worklist for req change request

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