This page details which emails are sent on completion of each step in the standard workflow and which user receives each email.
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 | Quoted to Customer | Customer Approval to Proceed | Customer places order on Customer Portal | Purchase Orders Sent | |
---|---|---|---|---|---|---|---|
Administrator | New Quote Request Received | Supplier Prices entered | Project Part Quoted | Project Part Ordered | |||
Customer | Project Part Quoted | Project Part Ordered | Project Part Ordered | ||||
Supplier | Supplier RFQ | Quote Accepted |