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Setup: How to Request Email Notifications in CruzBuy

Summary: Learn how to set e-mail preferences in CruzBuy, for requestors and approvers. Users may choose the type of e-mails they receive. Preferences may be changed anytime.

Requestors can set their e-mail 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 e-mail when an order is pending their approval.

Access to Email Preferences Screen

1. Click the My Profile navigation tab
2. Click the User Settings tab
3. Click the Email Preferences sub tab. You will see a list of several e-mail notification choices.

Requestor Email Notification Recommendations

• PR line item(s) rejected
• PR rejected - most often sent when a Budget Approver has rejected a request; email notifications for rejected Requisitions now contain Approver's reason for rejection
• PR Workflow complete / PO created
• PO line item(s) rejected
• 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 e-mail, eliminating the need to constantly check your CruzBuy approval folder.

Last revised: April 15, 2008 (am)       [CruzBuy Reference Manual TOC ]