Users To Notify

Menu Path: None

To use Users To Notify, click the Users to Notify button in the ribbon in one of the following windows:

Purpose

Overview

Use Users To Notify to enter email addresses or Apprise user ID's for users who will receive an email notification or alert. The email or alert is sent when products on a purchase order or a specific line item are received, when a container is created, or when work orders are inventory adjusted. You can enter email addresses manually, or select addresses from your Microsoft Outlook address book.

Note You can only edit email recipients or user ID's if you are creating or editing a purchase order, work order, or note.

Alerts for purchase orders and work orders can only be set up for users that are authorized to access the appropriate alert types in Alert and KPI User Access Maintenance.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Users To Notify window.

OK

Click this button to close the Users To Notify window and save the selected email recipients. This button is only enabled if you are creating or editing a purchase order, work order, or note.

General Tab Fields and Buttons

Field or Button

Description

Email

Enter an email address or Apprise user ID for a person who you want to receive an email notification or alert. If you do not know the person's email address, you can click Outlook Users to select email addresses from your Microsoft Outlook address book. This field is only enabled if you are creating or editing a purchase order, work order, or note.

Outlook Users

Click this button to display your Microsoft Outlook address book so that you can select email recipients. This button is only enabled if you are creating or editing a purchase order, work order, or note.

Add

Click this button to add the email address entered in the Email field to the Selected Recipients grid. This button is only enabled if you are creating or editing a purchase order, work order, or note.

Remove

Click this button to remove the email address selected in the Selected Recipients grid. This button is only enabled if you are creating or editing a purchase order, work order, or note.

Remove All

Click this button to remove all email addresses entered in the Selected Recipients grid. This button is only enabled if you are creating or editing a purchase order, work order, or note.

Selected Recipients

This grid displays email addresses and user ID's of people that will receive a notification when the products on a purchase order are received, inventory is adjusted for a work order, or a note reminder date is reached. To remove a recipient, double-click their email address (or user ID), or click an email address (or user ID), and then click the Remove button. You can also click the Remove All button to remove all recipients. You can only remove recipients if you are creating or editing a purchase order or note reminder.

For purchase orders, select the check box in the Container Create or Receipt Entry column to notify the recipient when the container is created or the products are received. By default, the check box in the Receipt Entry column is selected.

Email

Select this check box to send an alert in an email to the selected recipients. This check box is only available when you access this window for a purchase order or work order.

Screen

Select this check box to display an alert in the Alerts Panel for the selected recipients. This check box is only available when you access this window for a purchase order or work order.