Plex Email Notifications

Plex available Email Notifications

Notification nameDescription Business case / additional insights
Account ExpirationNotifies of users pending account expiration, number of days driven by UserManager PlexusUserPendingExpirationsNotify.Ensures user access is reviewed proactively, reducing security risk from orphaned accounts while avoiding surprise lockouts for critical users.
Accounting Job Accrue RevenueEmail with estimated and recognized revenue, percentage of completion, hours, and changes from prior period for Accounting Jobs.Supports timely revenue recognition and WIP analysis so Accounting can catch anomalies early and close periods faster with fewer manual queries to operations.
Accounts Receivable Invoice VoidSent when an AR invoice is voided, including invoice number, customer code, and PCN name.Provides a control point for Finance and AR supervisors to monitor reversals, reduce fraud risk, and ensure corrective documents (credit/rebill) are issued correctly.
Activity AssignedActivity Manager notification showing who assigned it, priority, due date, and a link.Keeps owners accountable on tasks and follow-ups, improving on-time completion of customer, quality, and internal action items without relying on manual reminders.
Actual Cost Container AdjustmentSent if a container with quantity 0 is adjusted to a positive quantity.Flags potentially suspect inventory adjustments so Materials and Accounting can review and prevent shrinkage, miscounts, or misuse of adjustments as a workaround.
Actual Cost Container CreatedSent when a container is added to inventory without going through finalize receipt.Highlights non-standard inventory introductions so receiving and cost accounting can validate that parts, costs, and traceability are correct before issues escalate.
Adjustment ReportSent when the Adjustment Report costing snapshot finishes building.Eliminates polling for long-running cost snapshots, so Cost Accounting can act immediately on the latest cost scenario for pricing, quoting, and margin analysis.
Application AddedSent when a new applicant is added in Applicant Tracking.Gives HR and hiring managers immediate visibility to new candidates, enabling quicker screening and reducing time-to-fill for critical roles.
Approved Supplier Price Daily ChangesNightly email for all Approved Supplier Price updates from the previous day.Ensures Purchasing, Cost Accounting, and Engineering have a daily audit trail of supplier price changes, reducing surprises in margin, PPV, and quote accuracy.
Approved Supplier Price Add/UpdateSent when a supplier master price is added or updated.Provides near real-time visibility into price maintenance changes so unauthorized or erroneous updates can be caught before large purchase volumes execute.
APQP Past Due AssignmentsLists past-due APQP assignments for which a user is responsible.Keeps advanced product quality planning tasks on track, protecting launch timing, PPAP approvals, and customer satisfaction by surfacing slippage early.
ASRS Daily StatisticsCounts of store/retrieve operations for ASRS.Gives Maintenance and Materials teams operational intelligence on automated storage usage and potential bottlenecks, supporting throughput and uptime decisions.
AttendanceEmail based on attendance activities such as late, left early, absent, or forgot to clock out.Enables supervisors and HR to respond quickly to attendance issues, supporting labor planning, discipline processes, and accurate payroll.
Audit Follow-Up DueNotifies follow‑up owner when an audit follow‑up is coming due.Helps Quality ensure audit findings are closed on time, reducing repeat nonconformances and improving compliance readiness for customer and regulatory audits.
Audit Follow-Up OverdueNotifies follow‑up owner and their manager when an audit follow‑up is 1 day overdue.Escalates risk by bringing management attention to overdue actions, preventing issues from stalling and demonstrating a robust corrective action culture.
Auto Schedule ResultsTime and Attendance auto-schedule job results.Provides quick validation that auto-scheduling ran successfully so supervisors can correct issues before shifts start and labor gaps impact production.
Automatic AR Invoice Email (Company/Customer)Sends customer invoices automatically via email; variants by scope.Reduces manual invoicing effort, accelerates billing, and improves cash flow while ensuring customers receive consistent, traceable documents.
Automatic AR Invoice Email FailureNotifies when automatic AR invoice email fails.Prevents revenue leakage by ensuring failures in automated billing communications are visible and corrected before customer payment is delayed.
Automatic Customer Statement Email (Company/Customer)Sends customer statements automatically by scope.Supports disciplined AR follow‑up and reduces manual statement runs, improving DSO and helping smaller AR teams stay ahead of aging.
Automatic Statement Email FailureNotifies when automatic customer statement email fails.Ensures AR can quickly resend statements and maintain communication with customers, reducing disputes tied to “never received” claims.
Avalara NotificationsNotifies users when Avalara returns an unfavorable, unparsable response.Gives Finance and IT early warning of tax calculation issues so orders and invoices are corrected before shipping or filing, avoiding penalties and rework.
BAI Upload Follow-upTriggered when bank reconciliation BAI upload hits a code flagged for follow‑up.Helps Treasury/Accounting respond to exceptional bank transactions (e.g., returns, fees) without scanning large reconciliation logs manually.
Bill and Hold ErrorEmail if entries into BillAndHold table fail due to missing PO/job data.Prevents revenue and inventory mismatches in bill‑and‑hold scenarios by prompting immediate data correction before financial statements are impacted.
BOM Added/Updated/DeletedNotifies when a BOM is added, updated, or deleted, including part and operation details.Gives Engineering, Planning, and Costing traceability of structural changes that impact routing, materials, and cost, reducing risk of building to the wrong spec.
Checklist AssignmentNotifies a user when assigned to a checklist question.Ensures operational and compliance checklists are clearly owned, improving completion rates for safety, quality, and regulatory tasks.
Checklist Question Manager Days PriorNotifies the manager of the employee responsible when a question is due in X days.Adds management oversight to critical checklist items, reducing the chance that key safety or compliance tasks slip through the cracks.
Checklist Question Days Prior To OverdueNotifies the responsible employee X days before due date.Provides proactive reminders that improve on-time completion and reduce last‑minute rushes that can compromise quality or accuracy.
Checklist Questions Past DueWeekly email listing past due checklist items by checklist.Creates a simple action list to drive catch‑up on lagging tasks, making it easy to prioritize remediation efforts in audits or operations.
Competitor UpdateSent when a competitor record is updated.Keeps Sales and Marketing aware of competitive intelligence changes, supporting better pricing, positioning, and win‑loss analysis.
Concurrent Part ChangeNotifies for concurrent part changes.Helps cross‑functional teams (Engineering, Planning, Quality) stay aligned on synchronized part revisions across programs, reducing mismatch in BOMs and routings.
Conference Room RemovedNotifies when a conference room is removed from an event.Reduces meeting disruption by prompting organizers to reschedule or relocate quickly, improving internal communication and customer‑facing meeting reliability.
Container Changed to Defect StatusNotification when a container is changed to a defect status.Supports rapid quality and material control by alerting stakeholders when inventory is quarantined, reducing the risk of defective shipments.
Container Receipt Failure via Web ServicesNotifies when Data Source API ContainerAddReceiving fails.Gives IT and Materials immediate visibility into integration errors so receipts and inventory are corrected before downstream processes (MRP, shipping) are impacted.
Containers on HoldNightly notification for containers on hold beyond configured days.Drives timely disposition decisions on held inventory, improving space utilization, reducing write‑offs, and maintaining customer delivery performance.
Containers with DefectsNightly notification for containers flagged defective beyond configured days.Ensures defective materials are addressed promptly via returns, rework, or scrap, reducing quality risk and hidden inventory.
Control Panel Job Loaded Out Of OrderSent when an operator selects a job not in schedule sort order.Protects schedule integrity and customer priorities by flagging out‑of‑sequence production that might jeopardize key delivery commitments.
Cost Recovery Added/Updated/Status/ResponseNotifications for cost recovery record lifecycle events.Helps Purchasing, Quality, and Finance coordinate supplier chargebacks, ensuring recoveries are processed and tracked without manual chasing.
Cost Rollup Background ErrorSent when a batch in background cost rollup fails or times out.Allows Cost Accounting to quickly identify incomplete cost data, avoiding inaccurate standards, margins, and quotes being used in business decisions.
Credit Card Processing Shipment FailureSent when credit card processing failures occur at ship time.Ensures Customer Service and AR can resolve payment issues before goods leave, reducing chargebacks, revenue risk, and customer friction later.
Customer Added/UpdatedNotifies when a customer or new customer details are added/updated.Keeps Sales, Finance, and Logistics aligned on new or changed customer master data, preventing shipping, billing, and EDI issues.
Customer Address Added/UpdatedNotifies when customer address records are added or updated.Reduces risk of mis-shipments and freight claims by highlighting address changes for validation and downstream system alignment.
Customer Credit Hold NotificationNightly email listing customers beyond max days outstanding or over credit limit, with optional automated holds.Supports disciplined credit risk management and collections by making high‑risk accounts visible and automatically restricting further shipments.
Customer Order Price Expiration Date ChangeSent when a price expiration date changes.Keeps Sales and Customer Service aware of contract price windows, avoiding billing at expired prices and supporting timely renegotiations.
Customer PO Expiration Date ChangeSent when a customer order expiration date is changed.Ensures internal teams know when a customer has shifted or extended order timing, improving capacity planning and reducing obsolete inventory risk.
Customer ReturnsSent when a customer return is processed.Signals cross‑functional teams (Quality, Customer Service, Warehouse) to act on returns quickly, improving root‑cause analysis and customer satisfaction.
Customer Shipper/Truck Auto EmailSends shipment notification when shipper/truck is shipped.Improves customer visibility on shipments and reduces status calls while providing a documented trail for ASN- or tracking-related disputes.
Customer Trading Partner AddNotifies when EDI trading partner is added.Alerts IT, EDI, and Customer Service to new integrations, prompting necessary testing and setup to avoid EDI failures.
Cycle Count Complete / FailureSent when cycle count complete succeeds or fails.Gives Inventory Control quick feedback on count processing, enabling timely correction and improving inventory accuracy KPIs.
Delivery Schedule LPL ShipmentEmail at ship time for ShipLoose delivery schedules.Keeps customers and internal logistics aware of loose-part shipments, helping manage receiving expectations and ASN compliance.
DeviationTrackingNotificationNotifies on deviations within 1 day of expiration.Forces timely review of process/quality deviations so expired temporary conditions don’t quietly become the new standard without approval.
Document Control – New Revision AddedSent to approvers when a pending document revision is added.Accelerates document approval cycles and ensures approvers are aware of new revisions that impact procedures, work instructions, or policies.
Document Control – Pending Approved/RejectedSent to owners, distribution lists, and roles upon approval or rejection.Ensures all affected users know when a controlled document revision is approved or rejected, supporting change control and audit readiness.
Document Control – Recurring Review RejectedSent when a recurring review is rejected.Highlights documents that require revision after periodic review, helping maintain a current, compliant QMS documentation set.
Document Control – Approver RemovedSent to user removed as approver.Clarifies responsibility shifts and prevents assumptions about approval duties, reducing workflow confusion.
Due Date Past DueIssue is past due.Keeps owners and managers aware of overdue issues (e.g., problem records, tasks), supporting escalation and timely closure.
Dunnage Shipment NoticeNotification when dunnage is shipped.Gives internal and customer logistics visibility to returnable container flows, helping manage loops and avoid shortages.
EDI Generated Checksheet ValidationNotifies if checksheets generated from EDI fail validation.Ensures inspection requirements tied to EDI schedules are not silently missed, protecting quality and compliance with customer contracts.
EDI NotificationNotifies on loading issues, ASN rejections, formatting issues.Gives EDI support teams immediate awareness of transaction problems, reducing chargebacks, shipping delays, and customer scorecard hits.
Employee Add / UpdateNotifies when a new employee is added or employee info updated.Helps HR, IT, and Security align onboarding and access provisioning, reducing delays and security gaps.
Employee Department/Building/Shift/Status EffectivityNotifies when effectivity date is reached for those changes.Ensures that time-based organizational changes actually take effect operationally, keeping scheduling, reporting, and access in sync.
Employee Expense ApprovalNotifies when an employee expense is approved.Improves transparency and speed for reimbursements, reducing employee inquiries and improving satisfaction.
Employee Insurance EligibilityEmail based on Employee Insurance Eligible Date.Helps HR manage benefit onboarding and compliance with eligibility windows, reducing manual tracking.
Employee MilestoneNotification for employee anniversary milestones.Supports engagement and retention initiatives by reminding managers of milestones for recognition.
Employee Point Reset / Point DisciplineNotifies on point resets and employees exceeding point thresholds.Strengthens attendance policy enforcement while ensuring resets and escalations are consistently communicated to managers.
Employee Review NotificationDaily notification for upcoming and overdue employee reviews.Keeps performance review cycles on schedule, improving talent management and compliance where required.
Employee SuggestionSent when an employee suggestion is added.Encourages continuous improvement culture by ensuring suggestions get visibility and timely evaluation.
Employee TerminationSent when employee status is changed to Terminated.Triggers downstream actions (access removal, benefit changes, equipment return) to reduce security and financial risk.
Employee Time Off Request / Vacation Request / Time Off Period ResetNotifications for time off requests, status changes, and resets.Simplifies leave management for both employees and supervisors, improving coverage planning and payroll accuracy.
Employee Visa ExpirationUpcoming visa expirations.Helps HR and legal manage immigration compliance and renewals, reducing risk of unauthorized work.
Engineering Change Request ProcessSupports engineering change request error handling.Ensures ECR workflows don’t silently fail, protecting product and process change control.
EP-Auto New Concern / Past Due ConcernsEmail when PRR record added or past due.Keeps quality concerns visible and ensures containment and corrective actions are not delayed.
Excessive Supply UsageNotifies if supply item exceeds usage limit for equipment.Helps Maintenance and Purchasing catch leaks, misuse, or abnormal consumption that may indicate process problems.
Flat BOM Regeneration (Completion/Error/Incomplete/Warning)Notifications for Flat BOM regeneration outcomes.Protects downstream analytics and planning that rely on Flat BOMs by making structural data issues visible.
FMEA Action Due/ChangedNightly or event-based FMEA action notifications.Keeps risk mitigation tasks visible so known failure modes are addressed before they cause incidents or customer issues.
Foreign Travel RequestNotifies when an employee travels to foreign country.Supports security, compliance, and duty-of-care processes for international travel.
Gage Calibration / Study / Past DueNotifications around gage calibration and study schedules.Ensures measurement systems remain valid, directly supporting audit compliance and product quality.
Heat Status Invalid / SuspectNotifications when material heat status becomes invalid or suspect.Protects traceability-critical industries by ensuring questionable heats are quickly contained and investigated.
Injury Severity Change / New InjuryNotifications for new injuries and severity changes.Enables EHS teams to respond quickly, improve incident investigations, and manage OSHA-reportable events.
IntelliPlex Status UpdateSends notifications to IntelliPlex champions regarding issues.Keeps BI owners aware of reporting or data issues that could mislead operational decisions.
Inventory HistoryNotification when Inventory History snapshot finishes building.Allows analysts to run period comparisons as soon as data is ready, supporting closing and audit routines.
Job Allocations Change / Job BOM Update / Job Details ChangeNotifications around job allocation, BOM, and job details changes.Protects schedule integrity and material readiness by surfacing changes that may impact what and when to build.
Job Cancel / Job Complete / New JobNotifications for job lifecycle events.Keeps planners, production, and customer service aligned on what is running, canceled, or finished, improving promise dates and capacity management.
Kanban Rack LevelsNightly email of racks at or below minimum level.Supports lean replenishment by highlighting racks needing restock before stockouts impact production.
Lead Follow Up StatusNotification when lead status changes.Gives Sales visibility into pipeline progression and ensures follow-ups occur on time.
Library Item Checked Out / OverdueNotifications for checked-out and overdue library items.Prevents loss of controlled reference materials and keeps shared resources available.
Material Definition Sheet UpdateSends email when Material Definition Sheet is updated.Keeps Engineering, Quality, and Purchasing aligned on material specifications that affect performance and compliance.
Minimum Supply Item / Part Minimum InventoryNightly notification when supply or parts are below minimum levels.Helps Purchasing and Planning act early to avoid line stoppages and expedite freight.
MRP Generation Auto ReleaseNotifies when a release cannot be created in auto‑release.Ensures planners resolve exceptions before material shortages arise, maintaining MRP credibility.
New Customer PO Line / Order Cancel/Closed / Order Line Update/CancelNotifications around sales order line creation, change, and cancellation.Keeps Customer Service, Planning, and Finance synced with order book changes, preventing production against canceled demand and billing errors.
New Field Service / Service Approve / Service UpdateNotifications around field service records and updates.Supports timely scheduling, execution, and billing of field work, improving customer satisfaction and revenue capture.
New Heat Code GeneratedNotifies when a new heat code is created during receiving.Ensures traceability and correct linkage of heats to jobs and customers in industries with strong material controls.
New Injury NotificationEmail when a new injury is recorded.Triggers immediate EHS attention, improving response and root‑cause analysis.
New Manufacturing Master / Job Template / Job SetNotifications when masters, templates, or sets are added.Keeps Engineering and Planning aware of new routings and templates that drive standardization and planning accuracy.
New Supplier / New Supply ItemNotifications for new supplier and MRO item records.Prevents proliferation of poor-quality master data and supports vendor onboarding and catalog curation.
Opportunity Close Date NotificationNotification when opportunity close date moves month.Gives Sales Management visibility into pipeline timing shifts for forecasting accuracy.
Part Added / Part Status Updated / Part Operation ChangesNotifications around part creation, status, and routing changes.Ensures cross‑functional awareness of master data that directly affects planning, costing, and availability.
PFMEA NotificationSent when PFMEA structure/function/failure/risk analysis is added/updated/deleted.Keeps process owners and Quality aligned on risk analysis changes that drive control plans and inspection.
PM OverdueSends all overdue work request details.Helps Maintenance prioritize overdue PMs to reduce unplanned downtime and extend asset life.
PO Contract Export Control RequiredNotifies when PO Contract has Export Control Required = Yes.Supports trade compliance by bringing controlled items to the attention of compliance and logistics early.
PO Line Received Expired PricingNotifies when a line item is received with expired pricing.Protects against paying incorrect prices and triggers Purchasing to renegotiate or correct terms.
PPAP Approval / Interim Approval Expiring/ExpiredNotifications around PPAP dispositions and interim approvals.Ensures program teams meet customer PPAP requirements and do not ship against expired approvals.
Price AddedNotification when a new price is added for a customer/part/order.Provides transparency to Sales and Finance for new price points, reducing disputes and unauthorized discounting.
Problem Control UX (All action/status/champion/severity/approval notifications)Series of notifications around problem lifecycle, containment, corrective, preventive, and verification actions.Provides a robust workflow and escalation framework so quality problems move through defined stages without stalling, improving customer outcomes and auditability.
Process Flows FailureSent when a process flow fails to run successfully.Gives IT and process owners immediate awareness of automation failures, preventing silent data gaps or process breakdowns.
Production BatchSent by production batch job when it processes a file.Confirms batch processing completion for operations relying on file-based inputs, reducing uncertainty and manual checking.
Production Summary by WorkcenterNightly report of last 5 days production lbs by workcenter.Gives supervisors a concise performance snapshot to support daily management and throughput improvements.
Quote Review (Engineering/Purchasing/Sales/Tooling)Notifications when each type of quote review is requested.Accelerates cross-functional quote collaboration, improving responsiveness and quote quality.
Quote To OrderNotification upon successful order creation from quote.Confirms conversion for Sales and Operations, aligning expectations on new demand.
Received CoilsNotifies of coils received at a given status.Helps Materials and Quality manage coil inventory and required inspections efficiently.
Release Allocation ExceptionsList of releases not fully allocated during allocation process.Highlights demand that cannot be satisfied with current inventory, enabling proactive replanning or communication with customers.
Release Supplier Notification / Supplier Purchasing Release UpdateNotifications when supplier releases are added/updated.Keeps suppliers and internal buyers aligned on release changes, reducing shortages and expediting costs.
Release UpdateNotifies when release quantity or due date is updated.Ensures planners and production are aware of demand changes, supporting agile scheduling.
Retroactive Price ChangeNotification around retroactive price changes tied to AP vouchers and POs.Makes AP and Purchasing aware of retroactive adjustments, improving accrual accuracy and supplier relationship management.
Revenue Recognition Data CreatedNotification when revenue recognition data is created.Assures Accounting that the data needed for revenue runs is ready, streamlining period-end close.
RFQ Publish/Response Complete/Revise/Status ChangeNotifications around RFQ lifecycle.Supports structured sourcing by keeping internal stakeholders and suppliers informed on RFQ events and deadlines.
Scheduled Cost Model RecalculationSent upon completion of scheduled cost model recalculation.Alerts Costing that updated standards are available, so pricing and quoting can use current cost assumptions.
Setting ChangesNotifies of changed settings with SettingName and UpdateBy.Provides governance and auditability for configuration changes that can dramatically affect behavior and controls.
Shipper Delivery Auto ProcessNotifies when a shipper delivery cannot be processed automatically.Allows shipping and IT to correct issues quickly to avoid delays or missed EDI/portal postings.
Shipper Ship Override Credit HoldTriggered when shipping to a customer on credit hold.Creates visibility to risk-based decisions to ship despite credit hold, improving governance between Sales and Finance.
Shipper/Invoice IntegrityNightly check for gaps in shipper/invoice numbers (integer-only).Supports audit controls for document completeness and helps detect manual tampering or misconfiguration.
Shop Order AddNotification on addition of new shop order.Notifies planning and production that a new shop order exists, aiding load and capacity review.
SPC OOS / SPC Special Cause AlertNotifications on out-of-spec and SPC special cause alerts.Drives immediate reaction to process instability and out-of-spec results, avoiding scrap and customer escapes.
SPPAP NotificationSupplier PPAP-related notification.Keeps Supplier Quality on track with supplier PPAP obligations, reducing launch and quality risk.
Supplier Certificate Added/Expired/ExpiringNotifications around supplier certificates and lists.Supports supplier compliance with quality and regulatory requirements by making lapses visible ahead of audits or shipments.
Supplier Issue Add/Update/Approval/ResetNotifications around supplier issues.Ensures a closed-loop process for supplier-related problems, promoting accountability and continuous improvement.
Supplier Part Price ReplicationNotifies when replication to destination tenants completes.Gives assurance that multi‑tenant price harmonization is done, reducing misalignment across entities.
Supplier Return Line Added / OverdueNotifications when supplier return lines are added or overdue for shipment.Keeps Purchasing and Receiving focused on timely returns, minimizing vendor credit delays and inventory clutter.
Supplier Scorecard Metric Calculation CompletedNotification when scorecard metric calculation completes.Signals that performance metrics are ready for review, enabling timely supplier performance discussions.
Tax Service Customer Invoice / Sales Order ErrorNotifications when tax service errors occur for invoices or orders.Keeps Finance and IT aware of tax issues needing correction before filing or shipment, reducing compliance risk.
Time Off Accrual DivisorNotifies that some employees lack Last Accrual Update Date.Prevents incorrect leave accruals by prompting HR/Payroll to complete missing setup.
Tool Failure / Tool Job Added/Priority/Due DateNotifications for tool failures and tool job events.Supports proactive tool maintenance and scheduling, reducing unplanned downtime on critical tooling.
Training Detail Update / Re-Training RequirementNotifications about training records and upcoming retraining.Ensures workforce competence and compliance by making training gaps visible before audits or incidents.
Trip Status ChangeNotification when Multi‑Entity Trip status changes.Helps logistics and entities coordinate movements across sites, improving visibility and planning.
Truck Shipping Error CheckChecks for errors 10 minutes after shipping a truck.Detects post-ship issues while there is still time to intervene, improving customer delivery and documentation accuracy.
Upcoming/Past Due Control PlanNotification for upcoming or past due control plans.Keeps quality plans current and aligned with processes, supporting audit and customer requirements.
Upcoming/Past Due FMEANotification for upcoming or past due FMEA reviews.Ensures risk analyses remain living documents that reflect current processes and field experience.
Warranty Claim Added/Update/CloseNotifications around warranty claim lifecycle.Keeps engineering, service, and quality aligned on field issues, driving root‑cause analysis and customer support.
Work Log SummaryPeriodic summary of work log.Provides managers with visibility into work completed, aiding resource planning and accountability.
Work Request Creation / CompletedNotifications when work requests are created or completed.Keeps requesters and maintenance aligned, improving responsiveness and satisfaction.
Workcenter Downtime (Levels 1–4)Notifications when workcenter goes into downtime status.Enables rapid reaction from Maintenance and Production to restore capacity and protect OEE.
Workcenter Red Performance (Levels 1–4)Notifications when workcenter falls below minimum performance.Alerts teams to serious performance degradation that may require immediate investigation.
Workcenter Yellow Performance (Levels 1–4)Notifications when workcenter falls below expected performance.Acts as an early warning system for emerging performance issues, enabling corrective action before red-level events.
xPCN Order Line ActiveOrder line active-related notification variant.Gives fine-grained visibility to order line reactivation, which may reintroduce demand into planning and capacity calculations.