Email Order Confirmations to Requesters

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JonA
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    Looking for a way to let requesters know where their supplies are coming from- vendor or warehouse- upon ordering. And if warehouse, whether the supplies were backordered or will ship.  Anybody doing something like this with PF or maybe Infor 10 has some functionality like this?

    Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
    Kat V
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      From RQC the print output is showing my users vendor vs warehouse. Warehouse shipping feedback isn't there - but the first part is.
      Tim Cochrane
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        i'm haven't done this specifically for anybody, but IPA should be able to handle this for you, since the info you need should be in the req.
        i haven't heard of this functionality in V10
        Tim Cochrane - Principal LM/IPA Consultant
        Michelle Wetzel
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          Jon -

          We do quite a lot with process flow notifications to requesters:

          Email backorder status (if the PO expected date is greater than 14 days)

          Email price variances (if the PO $ is different than the req cost)

          Email req approval status (when released, goes to approval, on up until it gets to Materials for processing, if it is rejected, unreleased, etc)

          Email confirmation on STAT orders (we have it built that if they put STAT in the deliver to, an email notification goes back to the requester telling them their order was processed as a STAT. If the entire order is backordered, the email will tell them that as well. We only allow STATs to our main warehouses so PO orders will not generate this email).

          Email notification to buyers when certain tagged items are ordered (prismasate solution, halo restraints, etc). We've tagged items on IC11 that we don't keep a lot of stock on but are critical. When they are ordered, PF notifies the buyer so that they can take immediate action to get replacements in.

          We are going to 10 next year and will have to rewrite all of these but this is what (off the top of my head) we have currently. Since we only use templates and don't have the larger full catalog search activated, we don't have an issue with them not knowing where something comes from (we have an operating room perpetual inventory that no one can order from). We have templates setup for our main storeroom catalog, sterile processing catalog, and nonstock catalogs.

          Michelle

          JonA
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            Michelle- Do you create custom triggers for backorder status and price variance?
            Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
            Michelle Wetzel
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            Posts: 183
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              Yes - pretty much all of what we've done was with custom triggers.
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