NCOAUG Training Day Summer 2008 Presentation

NCOAUG Training Day Summer 2008 Presentation Approve and Send Your Purchase Order via E-Mail Possible Configuration Options (11i) Presented by Al Kannan, Cozent LLC

Presentation Content Major Features Features Not Available Configuration Steps Requisition Approval Flow Purchase Order Approval Flow

Major Features Requisitions and Purchase Orders can be approved or rejected via E-Mail Requisitioner/Buyer will get a notification email upon approval or rejection Managers can ask for more information via workflow notification Managers can forward the Requisition/Purchase Orders to theirs peers and have them handle the approval Notification E-Mail By Default will be in HTML format

Major Features.. In 11.5.10 Approval Notifications can be handled via Blackberry Device In R12 Purchase Orders can be emailed via PDF. PDF is template based, can contain company logo, comes with formatting options Text Attachments will be part of Purchase Order E-Mail notifications In R12 File Type Attachments on PO Notification is possible. Attachments will be compressed into one zip per email and will be part of the email attachments

Major Features.. Buyers can get a copy of the Supplier PO Notification Email upon approval In 11.5.10 multiple supplier email addresses can be entered with comma separation. R12 this feature is no longer available Text based standard terms and conditions can be part of Supplier PO notification. Each Operating Unit can have its own, requires setup at responsibility level E-Mail PO Functionality works for Unapproved Blanket Purchase Order Releases. It does not work for automatic approvals

Features not available Notifying Requisitioner upon their Purchase Order Approval feature is yet to be available. (Possible solution has to be at line level due to many to one relationship) In 11.5.10 Supplier PO Notification will have same From E-mail address for all operating units SMTP E-Mail server cannot be operating unit specific In 11.5.10 Supplier Email is at Site Level, not at Contact Level

Configuration Steps Create SMTP Email Account in Microsoft Exchange Server Configure Workflow Email Notification for inbound and outbound email communication Update E-Mail address for Personal who are part of requisition and purchase order approval hierarchy Update E-Mail address for each supplier site Setup Profile Options

Create SMTP Email Account in Microsoft Exchange Server

Configure Workflow Email Notification for inbound and outbound email communication

Update E-Mail address for Personal who are part of requisition and purchase order approval hierarchy Purchase Super User Responsibility Select Setup->Personnel->Employees

Update E-Mail address for Personal who are part of requisition and purchase order approval hierarchy...

Update E-Mail address for Personal who are part of requisition and purchase order approval hierarchy... Sign on to system administrator responsibility and run the following. It is recommended to schedule this request.

Update E-Mail address for each supplier site

Setup Profile Options

Setup Profile Options...

Requisition Approval Flow Manager’s Requisition Approval E-Mail

Requisition Approval Flow... Approve via E-Mail

Requisition Approval Flow... Notification Sent to Requisitioner

Purchase Order Approval Flow Approve Document Window

Purchase Order Approval Flow... Manager’s PO Approval E-Mail

Purchase Order Approval Flow... Approve via E-Mail

Purchase Order Approval Flow... Notification E-Mail to the Buyer

Purchase Order Approval Flow... Supplier PO E-Mail Example

Thank You Question & Answer

NCOAUG Training Day Summer 2008 Presentation