The vast majority of our purchased parts get received and placed in to inventory, then pulled by manufacturing for jobs. Occasionally, a new part will need to be checked by someone in Engineering before being used by Manufacturing, or a non-inventory part-on-the-fly will need to be given to someone else. We currently have no good process for informing the engineer or the requestor that these special parts were received.
I think I could make BPM that looks at each receipt, and checks the PO for a new UD field populated with someone’s name, then sends a email to the recipient.
Is there another approach? Is there some feature that I don’t know about?
We don’t currently use Purchase Requisitions, we don’t use Inspection Processing for this kind of thing.
We modified the PORel to add the requestor name, when the purchase request becomes a PO, (the buyer can put it manually if purchase is not from a request(we added the field in the poform…). Upon reception, (via bpM) an email is sent to the requestor.
Maybe do the same, and also add a UD checkmark to be set if such a part need extra attention upon reception.? When reception is made, via bpm an email is sent when the check is true.
@alintz, have you already considered/tried Global Alert 1140 (Material has been received complete)? That would be a simplistic (some would say “old school, not cool”) approach, but perhaps that’s all that you need. As noted in the application help, alert 1140 is sent only if the Alert Upon check box on that particular order header, job material, or job operation record is selected.
@ScottLepley, I would be happy to use a simple tool, and I had not thought to look at Global Alerts. But, I found that the checkbox for Alert 1120/1140/1150 is only on the Sales Order header, or a Job Material line or a Job Operation line - not on Purchase Order.
Yes, that is true, but it does not need to be part of the Purchase Order in order to trigger the alert that you want. You will, however, need to have a planner specified on the job.
Hey Andrew, did you ever develop a solution for this issue? I have a similar issue where I need to trigger an alert for certain materials (not requisitioned and not job-specific), so I’m curious if you somehow solved your issue?
Purchasing can enter an email address for whoever requested the material, on a line by line basis. The ComboBox has a static list of employees and their email address, so the field gets populated only with valid email addresses.
Then, there is a BPM on Receipt Entry that checks if that field is populated. If it is populated, it throws an info message that tells the receiver that someone is waiting for that part, AND sends an email to the requestor informing them that the part is in.
Create a new user defined field on PODetail. Mine is called PODetail.ReceiptAlert_c.
Customize PO Entry screen to show the UD field on the Lines tab. That dropdown box was originally a static list, but now it is a BAQCombo (I changed it the first time the Purchasing folks complained because a new employee wasn’t on the list).
Pre-Processing method BPM on Receipt.UpdateMaster that sends an email to the addressee in PODetail.ReceiptAlert_c and shows an informational message when a single line receipt is made (See the screenshot shown above from Mar 2022.
Another Pre-Processing method BPM on Receipt.PreUpdate that works on Mass Receipts that also shows an informational message and sends an email.
I do not use the Requisition process. But, I think that process has more functionality built-in for workflow from requestor to purchasing. The same technique used here for PO Entry could be used for requisition if needed.