Setup: How to Request Email Notifications in CruzBuy
Summary: Learn how to set email preferences in CruzBuy, for requestors and approvers. Users may choose the type of emails they receive. Preferences may be changed anytime.
Requestors can set their email preferences so they receive notification when their purchase order is sent to the supplier. PIs and Org Approvers can set their preferences so they receive an email when an order is pending their approval.
Access to Email Preferences Screen
Click the My Profile navigation tab
Click the User Settings tab
Click the Email Preferences sub tab. You will see a list of several email notification choices.
Email preferences in the Shopping, Carts, and Requisitions category apply prior to the creation of a PO by the system. These messages typically contain messages relating to an action by a person.
Email preferences in the Purchase Orders category apply after a PO has been created and are related to system functions. See: How to Request Email Notifications in CruzBuy for information about setting email preferences.
Click to select the desired notifications. See descriptions and suggestions below.
Click Save.
Requestor Email Notification Recommendations
PR line item(s) rejected
PR rejected/returned - most often sent when a Budget Approver has rejected a request; email notifications for rejected requisitions now contain Approver's reason for rejection - email notice will also be sent if requisition items are returned to the cart by an Approver
PR Workflow complete / PO created
PO rejected - most often sent when some aspect of the request needs to be corrected, such as delivery date, unit of measure, supplier not in database
PO sent to supplier - states PO number, supplier, and method by which PO was sent to supplier
PO line item Backorder notice
PIs and Budget Approvers Email Notification Recommendation
PR Pending Workflow Approval will provide an e-mail alert when there is an order requiring approval. It is possible to enter CruzBuy from a link within the email, eliminating the need to constantly check your CruzBuy approval folder.
