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To receive emails each user must have the permission 'receives emails' enabled in their profile.
Automatic Actions
The table below shows which emails are automatically sent by the system when a workflow step has been completed and also which users will receive the email.
Customer raises request on Customer Portal | Supplier Quote Requests Sent | Supplier enters prices | Supplier Declines Quote | Quoted to Customer | Customer Approval to Proceed | Customer places order on Customer Portal | Purchase Orders Sent | |
|---|---|---|---|---|---|---|---|---|
Administrator | New Quote Request Received | Supplier Prices entered | Suppler declined to quote on project | Project Part Quoted | Project Part Ordered | |||
Customer | Project Part Quoted | Project Part Ordered | Project Part Ordered | |||||
Supplier | Supplier RFQ | Quote Accepted |
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