Notifications for Sales Orders and Customer Purchase Orders
Overview
Plex ERP provides users with essential notifications for changes to sales orders and customer purchase orders. These notifications enhance communication and operational efficiency, ensuring that team members are promptly informed about critical updates. This article outlines the available notifications, their details, configuration requirements, and a business case to illustrate their practical application.
Notification Overview
The following matrix summarizes the notifications available for changes to sales orders and customer purchase orders:
| Notification Name | Details |
|---|---|
| New Customer Purchase Order Line | Sends an immediate notification when a new sales order line or customer purchase order line is added. |
| Order Cancel/Closed | Sends an immediate notification when a sales order or customer purchase order is canceled or closed. |
| Order-Order Line Cancel/Closed | Sends an immediate notification when a sales order or customer purchase order is canceled or closed, filtering at the order line level. |
| Order Line Cancel/Closed | Sends an immediate notification when a release has been canceled or closed. |
| Customer PO Expiration Date Change | Sends an immediate notification when a customer purchase order's expiration date is changed. |
| Order Line Active Update | Sends an immediate notification when an inactive customer purchase order line becomes active. |
| Order Line Update | Sends an immediate notification when a customer purchase order line is updated. |
| Order-Order Line Update | Sends an immediate notification based on filtering when a customer purchase order line is updated. |
| Price Added | Sends an immediate notification when a new price is added (excludes new prices via upload). |
| Customer Order Price Expiration Date Change | Sends an immediate notification when a new price with an expiration date is added or when an existing price's expiration date is changed. |
| Release Update | Sends an immediate notification when a release's quantity, due date, ship date, or status is updated. |
| Past Due Releases | Sends a daily notification of all releases that are past due. These releases must have a ship date of the previous day or older, must have an allow ship release type, and must not be in a shipped status. |
Configuration Requirements
To enable these notifications, ensure the following settings are configured in Plex ERP:
| Setting Group | Setting Name | Details |
|---|---|---|
| Customer_PO | Expiration Date Update Notification Use | Enable to receive notifications for expiration date changes. |
| Customer_PO | Order-Order Line Cancel Notification Use | Enable to receive notifications on order or line cancellations. |
| Customer_PO | Update Email Notification Use | Enable to receive email notifications about updates. |
| Customer_PO_Line | Update Email Notification | Enable to receive email notifications for line updates. |
| PO_Price | Expiration Date Update Notification Use | Enable to receive notifications on price expiration changes. |
Business Case
Consider a manufacturing company that relies on timely updates for managing customer orders and pricing. For instance, the sales team often faces challenges when customers change their purchase orders or when there are updates to pricing structures.
By utilizing Plex ERP’s notification system, the sales team can receive immediate alerts whenever a new customer purchase order line is added or if any existing order is canceled or updated. This ensures that the sales representatives are always aware of important changes, preventing potential disruptions in order fulfillment and enhancing customer satisfaction.
For example, when a customer’s order line is updated, an immediate notification to the sales team allows them to adjust inventory forecasts and communicate any changes to delivery timelines, thereby improving transparency and trust with customers.
For detailed assistance on setting up notifications or using email notification subscriptions, please refer to the "Manage Email Notification Subscriptions" section in the Plex ERP documentation.