Modify a Client PO Notification Template

This article details how to edit a Client PO Notification Template.

Note: Editing a Client PO Notification Template from the System level will not cascade to existing Client POs or PO Line Items using a copy of the template.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Notifications to access the Notification List page.

   Note: By default System Notifications is selected.

3. From the Notification Type options, select Client PO Notifications.
4. From the Client PO Notifications List page select the Client PO Notification template name you wish to modify.

   Caution: Editing a Client PO Notification Template from the System level will not cascade to existing Client POs using a copy of a template.

5. Select the options you wish to modify from the following tabs:
   1. Message

      1. Enter a descriptive Name for your Client PO Notification Template.
      2. Enter the Subject line of the Notification.
      3. Select the Language (English or French).
      4. Select Send Notification to send a notification when the notification criteria is met. Then choose either:
         1. Always to send notification every time the criteria is met
            or
         2. Repeat and specify the number of times the notification should be sent.
      5. Enter the required message within the Message box.You can customize the message body using the Rich Text Editor. For formatting options and features, see Rich Text Editor.
         
         To insert parameters, simply type the percentage sign (%) which triggers a suggested list of available Parameter(s). As you type, the list is filtered to narrow down the options, allowing you to pick and insert the required Parameter into your Message body. For a complete list of available parameters refer to Client PO Notification Parameters.

         Note: When applying formatting to Parameters, the entire parameter name including percentage signs (%) must be formatted.

   2. Recipients

      1. Select a Message Type from the following available options: To, Cc and Bcc.
      2. Then click the Notify list and choose one of these options. Note that depending on your selection, additional fields may be displayed.
      3. Select the recipient to whom the notification will be sent from the Notify box:
         1. When Client Account Executive is selected, a notification is sent to the respective client account executive.
         2. When Custom is selected, you can then specify an email address and choose the language (English or French) of the Notification.
         3. When PO Account Executive is selected, a notification is sent to the respective PO account executive.
         4. When Portfolio Manager is selected, a notification is sent to the respective portfolio manager
         5. When Project Manager is selected, a notification is sent to the respective project manager
         6. User: You can then specify a named User from the User List.
      4. Click Save to apply your changes.
         Or
         Click the Save & New button to save your changes and immortality open the New Recipient dialog box, ready for an entirely new entry, with the options and boxes reverting to default values.
   3. Criteria

      1. You can choose to either trigger the notification when a PO, PO Line Item or Project Association is created, when a Threshold is reached or when the PO Expiration is nearing:
         1. From the Creation section:
            1. Choose Send notification.
            2. Then select:
               • When a PO is created: Triggers the notification upon the creation of PO.
               • And/or When a PO Line Item is created: Triggers the notification upon the creation of PO Line Item.
               • And/or When a Project Association is created: Triggers the notification upon associating a Project to the PO Line Item.
         2. From the Threshold section: You can define the PO percentage to be reached before the notification is sent. Then choose:
            1. To Calculate threshold based on all POs
            2. And/or Calculate threshold based on each PO individually

            Example: If a notification is set to be sent when a PO reaches 50%, if Always is selected, then a notification will be sent at 50%, 51%, 52%... However, if Repeat is selected and one time is specified, then a notification will be sent a single time when the PO reaches 50%.

         3. From the Expiration section, define the expiration criteria:
            1. Select Send Notification when PO enters within and then enter in how many Month(s), Week(s) or Days(s) before the expiry you wish to trigger the notification . Then choose Month(s), Week(s) or Days(s) to define the Expiration.
6. Click Save to apply your changes.
7. Click Back to return to the previous page.