how to setup email notification & worklist for req change request
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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.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
The above usersand supervisorswill be triggeredby this approveruser list or eProchange.
Make sure this issetup underAdministerProcurement >Maintainork!ow >"onfgure
Transactions
#$emo has thissetup%
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
&ere's the detailon the emailnotifcationtemplate.#AdministerProcurement >
Maintainork!ow%
This is where themessage to theapprovers isstructured #alsodelivered indemo%
TEST EXAMPLE
"reate a re(.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
)ource the re( toa PO.
)ourcingcompleted.
*pdate to there(uisition path.
PO needs to bedispatchedbeore changes
can be made.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
)elect "hange+e(uest rom thelist and thenclick ,O.
-ow start drillinginto the "hange+e(uest.
)elect $etailsbutton.
Again
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
&ere make achange to the(uantity andprice and savethe page.
"lick on"ontinue.
"lick on )ubmit/or "hangeApproval.
0utton grays outater submission.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
+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.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
This is wherethe approver willapprove all"hange +e(uest.
Ater theapproverapproves in theirworklist5nitiali6ed
)et these toApproved andsave.
The re(7PO isnow o8 o thislist.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
To complete thePO change drillin here9 "hangePurchase Order.
)et up the runcontrol or thePO.
+un the PO"hange process.
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How To Setup and Use E-mail & Worklist Notifications forChange Reuest
-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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