Verifying/Establishing Notification Settings
1. Access the Purchasing Module Setup window in J1 Desktop.
2. Select the General tab.
3. Click the Configure Purchasing Module notifications roles and messages link. The Set Up Notifications window appears. Example
4. From the Select Notification Process drop-down options, select the purchasing process for which you are setting up the notification.
5. From the Select Event within Process drop-down options, select the specific purchasing event for which you are setting up the notification.
6. From the Notifications are options, select On.
7. From the Who Gets Notified tab, select the purchasing roles to receive the notifications.
8. If more than one user is assigned to the role, all the users receive the notification. The roles available for notification depend on the notification event selected.
9. Select the What Message is Sent tab.
10. In the From column, enter the e-mail address of the individual responsible for receiving direct e-mail messages about the notification sent.
11. To copy or blind copy additional stakeholders such as the Module Manager, enter their e-mail addresses in the CC or BCC columns.
12. To send the e-mail messages in HTML format, select the Send Emails in HTML Format checkbox.
13. To include any comments as an attachment to the e-mail message, select the Include Comment Thread checkbox.
14. To include any file attachments as attachments to the e-mail message, select the Include Latest File Attachment(s) checkbox.
15. In the Subject column, enter the subject to be used for the notification. This subject is used each time the purchasing event occurs and the notification is sent. To automatically include information:
a. Click the Add Placeholder button. The Select a Placeholder window appears.
b. Select the automatic text to be displayed and click the Insert Placeholder Tag(s) button. The Select a Placeholder window closes and the placeholder text is added.
16. In the Message column, enter the message to be sent with the notification. This text is used each time the purchasing event occurs and the notification is sent. To automatically include related information:
a. Click the Add Placeholder button. The Select a Placeholder window appears.
b. Select the automatic text to be displayed and click the Insert Placeholder Tag(s) button. The Select a Placeholder window closes and the placeholder text is added.
17. Click the Save button. The notification configuration is established.
Verifying/Adding Email Addresses for the Users to Receive Notifications
Staff users not accessing J1 Desktop can automatically receive e-mail notifications.
1. Access the Name Entity window in J1 Desktop.
2. From the ID Number column, enter the ID number for the user for whom you verifying or updating an e-mail address.
To search for an ID Number, enter the user's name in the ID column to do a quick search or right-click and select Advanced Search.
3. On the Summary Tab, view the Address section.
4. From the Address Code column, verify there is a row for Email Address.
a. If there is already an email listed, verify or update the user's email address in the Address Line 1 column.
b. If there is not an email listed:
i. Right-click to Add a row.
ii. Select Email Address from the Address Code drop-down options.
iii. Enter the user's email address in the Address Line 1 column.
5. Click the Save button.