Notification Functionality for PO Receipt
Plex ERP includes a notification feature that alerts users when a purchase order (PO) is received in the system. This functionality is particularly beneficial for minimizing issues in the receiving area by:
- Improving Communication: Notifications ensure that relevant stakeholders are immediately informed of incoming POs, reducing delays in processing.
- Enhancing Accuracy: Real-time alerts help verify that received goods match the PO, preventing discrepancies.
- Streamlining Workflow: Automated notifications enable faster coordination between the receiving team and other departments, such as inventory and accounts payable.
- Reducing Errors: By promptly notifying users of PO receipts, the system minimizes the risk of misplaced or unprocessed orders.
Impact on the Receiving Area
The combination of Plex ERP's robust features and its notification functionality helps address common challenges in the receiving area, such as miscommunication, delays, and errors. By providing real-time updates and streamlining processes, Plex ensures a more efficient and accurate receiving workflow, ultimately contributing to smoother operations and better overall performance.
How do I configure an email notification when a Purchase Order is received?
Access the Settings Manager (UX) screen and apply a filter for the setting named 'Route to Employee' to view all related configurations.
To ensure email notifications are sent correctly, you must enable and configure the settings 'Route To Employee', 'Route To Employee Field', and 'Route To Employee Email'.
The 'Route To Employee Field' determines the specific employee who will receive the notification. The PO configuration will act as the Route To for the PO Header, while the Route To field for the PO Line Item will pertain to the Line Item.