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How do I set up missing purchase order notifications for my organization?

Last Updated: June 2024

You may also set up automatic weekly PO reminder email notifications to go directly to the Facility Contact. Learn more here.

You can set up notifications for your entire organization which will trigger emails when a PO is missing from an Event farther than 7 days out from when it was closed.

These notifications will trigger an email reminder 7 days out from the date the event was closed, then weekly after that until the PO is added to the event.

  1. Log into the Console as an Admin

  2. Navigate to your settings screen

     

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  3. Next, click on the Organization tab to access the Org settings.

  4. Then flip the toggle switch to enable “Send a weekly email reminder for outstanding Purchase Order Numbers”

  5. Then click “Save”

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