Many actions in Smart Materials trigger the dispatch of an email. The table below lists these triggering actions, the place in the application where they happen, and the actions which are triggered. Additionally, the email templates, CIPs, and project defaults are mentioned which are involved.
|
Triggering Action |
Associated Screen/tab |
eMail Template Type / CIP |
Associated Project Default |
Action |
|---|---|---|---|---|
|
Administration |
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|
Request to create a new Smart Materials user Click New User, type required data, and click Submit. |
Logon |
Email sent to super user with a new Smart Materials user request. |
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|
Request for Access Rights Click Submit button. |
A.20.06.21 |
Email sent to super user that a user is requesting additional rights. |
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|
Grant Access Rights. Click Grant button. |
A.20.06.21 |
Email sent to the user about additional rights that have been granted by the super user. |
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|
Approval reminder Click Approval Reminder Job button on A.20.45 to create a job that checks outstanding approvals. |
A.20.45 A.60.45 |
Email sent to approver who failed to approve. |
||
|
Change User password |
A.10.23 |
PSW/USR CHANGED |
ZP_EMT_PWC |
Password changed notification sent to user (If the contact has a default email address assigned) |
|
Requisition |
||||
|
Approve requisition |
R.30.01 |
REQUISITION APPROVAL/REJECTION |
ZR_EMT_RA |
Email sent to the originator on approval of the engineering requisition |
|
Reject requisition |
R.30.01 |
REQUISITION APPROVAL/REJECTION |
ZR_EMT_RR |
Email sent to the originator on rejection of the engineering requisition |
|
Revert requisition approval |
A.20.49 |
REQUISITION APPROVAL/REJECTION |
ZR_EMT_RV |
Email sent to the approver to whom the approval sequence of an engineering requisition was reverted |
|
NDA |
||||
|
Approve NDA |
P.20.01 |
M_PCK_NDA_CUSTOM.GET_NDA_APPROVED_MAIL |
n/a |
Email sent to supplier when supplier's NDA status is set to Approved or Approved with comments. |
|
Reject NDA |
P.20.01 |
M_PCK_NDA_CUSTOM.GET_NDA_REJECTED_MAIL |
n/a |
Email sent to supplier when supplier's NDA status is set to Rejected. |
|
Specify NDA exemption |
P.20.01 |
M_PCK_NDA_CUSTOM.GET_NDA_EX_SUPPLIER_MAIL |
n/a |
Email sent to supplier and ZP_NDA_ML distribution list when supplier's NDA status is set to Exemption. |
|
Change NDA status |
P.20.01 |
M_PCK_NDA_CUSTOM.GET_NDA_STATUS_CHANGE_MAIL |
n/a |
Email sent to supplier and to ZP_NDA_ML distribution list when supplier's NDA status is set back to Pending or Received. |
|
Click Send Reminder button |
P.20.01 Window 17 |
M_PCK_NDA_CUSTOM.GET_NDA_REMINDER_MAIL |
n/a |
Email sent to all project suppliers with Pending NDA status. |
|
Buyer uploads NDA document |
P.20.01 Window 17 |
M_PCK_NDA_CUSTOM.GET_NDA_BUYER_UPLOAD_MAILTOSUP |
n/a |
Email sent to all project suppliers with Pending NDA status. |
|
Buyer uploads NDA document |
P.20.01 Window 17 |
M_PCK_NDA_CUSTOM.GET_NDA_BUYER_UPLOAD_MAILTOBUY |
n/a |
Email sent to ZP_NDA_ML distribution list. |
|
Supplier uploads and submits signed NDA document |
Portal NDA panel |
M_PCK_NDA_CUSTOM.GET_NDA_SUP_UPLOAD_MAILTOBUY |
n/a |
Email sent to ZP_NDA_ML distribution list. |
|
Inquiry is approved and NDA Exemption is selected on Inquiry tab |
P.30.21 |
M_PCK_NDA_CUSTOM.GET_NDA_EX_INQUIRY_MAILTOSUP |
n/a |
Email sent to suppliers with NDA status that is not Approved or Exemption, and to ZP_NDA_ML distribution list. |
|
Inquiry is approved and NDA Exemption is selected on Inquiry tab |
P.30.21 |
M_PCK_NDA_CUSTOM.GET_NDA_EX_INQUIRY_MAILTOBUYER |
n/a |
Email sent to ZP_NDA_ML distribution list |
|
Inquiry is approved and NDA Exemption is selected on Bidders tab |
P.30.21 |
M_PCK_NDA_CUSTOM.GET_NDA_EX_BIDDER_MAIL |
n/a |
Email sent to suppliers with NDA status that is not Approved or Exemption and who have NDA Exemption selected on Bidders tab, and to ZP_NDA_ML distribution list. |
|
Inquiry is approved |
P.30.21 |
M_PCK_NDA_CUSTOM.GET_NDA_NON_EX_BIDDER_MAIL |
n/a |
Email sent to suppliers with NDA status that is not Approved or Exemption and who do not have NDA Exemption selected on Bidders tab, and to ZP_NDA_ML distribution list. |
|
Inquiry |
||||
|
Reverse Bidder Approval |
A.20.49 |
P.30.21 > |
Email sent to buyer at reversing the bidder list approval |
|
|
Inquiry ready for approval Select Inquiry RfA check box |
P.30.21 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_INV |
Email sent to approver |
|
|
Approve Inquiry Click Approve button, or approval sequence finished (all Approved check boxes selected) |
A.20.49 |
INQUIRY APPROVAL/REJECTION M_PCK_EMAIL_CUSTOM.GET_CC_BCC |
ZP_EMT_IA |
Email sent to buyer at inquiry approval |
|
Reject Inquiry Select Rejected check box in approval sequence |
A.20.49 |
INQUIRY APPROVAL/REJECTION |
ZP_EMT_IR |
Email sent to buyer at inquiry rejection |
|
Reverse Inquiry Approval Click Reverse Approval on the Inquiry tab, or on A.20.49 in case of approval sequence |
A.20.49 |
Email sent to the buyer with the reason for reverse approval |
||
|
Request for quotation Click Approve button, or approval sequence finished (all Approved check boxes selected) |
A.20.49 |
All types |
ZP_EMT_RQS (Request for quotation supplement 0) ZP_EMT_RQM (Request for quotation supplement >0) If ZP_EMT_RQM is not defined, the template assigned to ZP_EMT_RQS is used for all supplements. ZP_EN_ACT |
Request for Quotation email sent to bidders for which the RFQ Email indicator is set on P.20.01 and for which a communication link of type RFQ_EMAIL is defined on A.10.23 and filled with a valid email address. If project default ZP_USECON is set to N, the email addresses will be taken from the Addresses tab. If ZP_USECON is set to Y, the email addresses will be taken from the Contacts tab. In that case, only bidders with entries in the Company Employee field on the Bidders tab of P.30.21 will get an email. |
|
Invite potential bidders whose email addresses are entered on the Mailing List tab. Approve inquiry |
P.30.21 |
ZP_EMT_MIP |
Email sent to potential bidders to register in Smart Materials Portal and to provide a bid |
|
|
Inquiry addendum ready for approval. Select Ready for Approval check box. |
P.30.21 Addenda tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_ADD |
ZP_APRADD |
Approval sequence filled Email sent to the first approver on the approval sequence |
|
Issue Inquiry Addendum Click Issue button |
P.30.21 |
ADDENDUM ISSUE |
ZP_EMT_AI |
Email sent to bidders at Addendum Issue |
|
Click Remind CCI button |
P.30.22 Quote Summaries tab |
M_PCK_QUOTE_CUSTOM.GET_CCI_REMINDERS_MAIL |
Reminder email sent to the bidder to accept the CCI (Commercial Conditions and Instructions) |
|
|
Click the Mail button |
P.30.24 |
B2B |
Email with attached Excel sheet sent to the bidder |
|
|
Submit RFI answer to bidder Select the Submit Answer check box |
P.30.22 P.30.23 RFI/Clarifications tab |
ZP_EMT_RAB or ZP_EMT_RA if ZP_EMT_RAB is not set |
Email with the answer on an RFI question is sent to the bidder(s). |
|
|
Submit RFI question to bidder Select the Submit Question check box |
P.30.22 P.30.23 RFI/Clarifications tab |
ZP_EMT_RQB or ZP_EMT_RQ if ZP_EMT_RQB is not set |
||
|
Set RFI Status to Closed |
P.30.22 RFI/Clarifications tab P.30.23 RFI/Clarifications tab |
REQUEST FOR INFORMATION |
ZP_EMT_RFC |
Email notification sent to supplier |
|
Set RFI Status to Open |
P.30.22 RFI/Clarifications tab P.30.23 RFI/Clarifications tab |
REQUEST FOR INFORMATION |
ZP_EMT_RFO |
Email notification sent to supplier |
|
Technical evaluation of an alternate or option is needed. Click Send Mail button and type email address |
P.30.22 |
ZP_EMT_TE |
Email sent to the responsible user to notify him about the required technical evaluation |
|
|
Quote summary ready for approval Select the Quote RfA check box (if approval sequence is assigned to the quote summary) |
P.30.22 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_QS |
Email sent to the first user in the approval sequence |
|
|
Approve quote summary Click Approve button, or all approvers of the approval sequence have approved |
A.20.49 |
Email sent to buyer |
||
|
Reverse quote summary approval Click Reverse button on P.30.22 or on A.20.49 |
A.20.49 |
Email sent to the approvers to inform about the reversal |
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|
Agreement |
||||
|
Agreement ready for approval Select the Ready for Approval check box |
P.50.07 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_POH Append_approval_document from MAR_CUSTOM.pll library |
Email sent to the first user in the approval sequence |
|
|
Approve agreement Select Approved check box in approval sequence |
P.50.07 A.20.49 |
AGREEMENT APPROVAL/REJECTION |
ZP_EMT_PA |
Email sent to buyer about agreement approval |
|
Reject Agreement Select Rejected check box in approval sequence |
P.50.07 A.20.49 |
AGREEMENT APPROVAL/REJECTION |
ZP_EMT_PR |
Email sent to buyer to notify him about agreement rejection |
|
Expediting |
||||
|
IRC is ready for approval Select Ready for Approval check box |
P.70.72 - IRCs tab |
EXPEDITING |
ZP_EMT_IRC |
Email sent to expediter when IRC is ready for approval |
|
IRC Approval by Traffic Click Approve |
Expediting P.70.72 - IRCs tab |
M_PCK_EXP_CUSTOM.NOTIFY_TC_AFTER_IRC_APPROVAL |
ZP_IRCAPRQ = T |
Email sent to project traffic coordinators when IRC is approved, to notify them that release notes can be created |
|
Release note approval Click Approve |
Expediting P.70.72 - Release Notes tab |
M_PCK_EXP_CUSTOM.NOTIFY_SUPPLIER M_PCK_EXP_CUSTOM.NOTIFY_TRAFFIC_CCORDINATOR |
ZP_EML_SUP ZP_EML_TC |
Email sent to supplier and/or traffic coordinator when release note is approved |
|
Reverse release note approval Click Reverse Approval |
Expediting P.70.72 - Release Notes tab |
M_PCK_EXP_CUSTOM.NOTIFY_SUPPLIER M_PCK_EXP_CUSTOM.NOTIFY_TRAFFIC_CCORDINATOR |
ZP_EML_SUP ZP_EML_TC |
Email sent to supplier and/or traffic coordinator when approval of release note is reversed |
|
Shop expediter assigned Enter name in Shop Expediter box |
P.70.73 - Order Reference tab |
All types |
ZP_EMT_SE |
Email notification sent to shop expediter |
|
Shop inspector assigned Enter name in Shop Inspector box |
P.70.73 - Order Reference tab |
All types |
ZP_EMT_SI |
Email notification sent to shop inspector |
|
Vendor progress ready for approval Select RfA check box |
P.70.73 - Vendor Progress tab |
EXPEDITING |
ZP_EMT_VP |
Email sent to expediter |
|
Site |
||||
|
Approve MRR Select RfA check box fills the approval sequence with the template assigned to project default ZC_MRRAPPR |
C.20.01 Prepare MRR by PO C.20.01.02 Prepare MRR by PO2 C.20.03 MRR by Direct Receive C.20.04 Prepare MRR by Release Notes C.20.05 Prepare MRR by Packages |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_MRR |
ZC_MRRAPPR |
Email sent to the first approver on the approval sequence |
|
Approve MIR Select RfA check box |
C.20.21 MIR by Reservation C.20.21.11 MIR for Plates C.20.22.01 MIR by BOM Commodity C.20.22.02 MIR by BOM Commodity (Group by) C.20.22.04 MIR by BOM Ident C.20.23.01 MIR by Direct Issue C.20.23.02 MIR by Direct Issue (Group by) |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY > M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_MIR |
ZC_MIRAPPR |
Email sent to the first approver on the approval sequence |
|
MIR expiration The DBMS job ALR_MIR_EX must run to check the expiry dates of manual MIRs. An email will be sent to the creator of a MIR at ZC_ALR_EXP days before the actual expiry date. |
C.20.23.01 |
ZC_ALR_EXP |
An email notification is sent to the originator of the MIR on a specified day prior to the expiration date. |
|
|
Forecast Shortage MRR Notification Insertion of MRR line item -or- Post of MRR |
C.30.01 Receiving screens |
FORECAST SHORTAGE MRR NOTIFICATION |
Forecast shortage MRR notification sent to distribution list |
|
|
Ident Shortage Notification DBMS Job Automatically when onhand quantity falls below defined minimum onhand quantity |
C.50.21 |
IDENT SHORTAGE NOTIFICATION |
Ident/Warehouse shortage notification sent to distribution list |
|
|
Approve SRR (Stores Requisition) Select the RfA check box |
C.60.02 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_SRR |
An email is sent to the first approver in the approval sequence. When the SRR is approved using the approval sequence, the approval email is additionally sent to the originator of the SRR. A status email message is sent to the originator after all approvers on the approval sequence have approved the SRR. The status email message informs the originator that the SRR is now ready to post. |
|
|
Subcontracts |
||||
|
Approve COR (Change Order Request) Select the Ready for Approval check box |
SM.40.02 > Authorization tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_COR |
An email is sent to the first approver in the approval sequence. |
|
|
Approve Schedule of Values (Subcontract with payment type Schedule of Values) |
SM.20.11 > Schedule of Values tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_SOV |
An email is sent to the first approver in the approval sequence. |
|
|
Approve SOV (Schedule of Values) Progress (Subcontract with payment type Schedule of Values) |
SM.20.11 > SOV Progress tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_PNO |
An email is sent to the first approver in the approval sequence. |
|
|
Approve Milestone Progress (Subcontract with payment type Milestone Progress) |
SM.20.11 > Milestone Progress tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_PNO |
An email is sent to the first approver in the approval sequence. |
|
|
Approve Item Progress (Subcontract with payment type Measured Qty) |
SM.20.11 > Item Progress tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_PNO |
An email is sent to the first approver in the approval sequence. |
|
|
Approve Invoice Select the Ready for Approval check box |
SM.20.11 > Invoices tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_INV |
||
|
Approve CLOI (Closeout Item) Select the Ready for Approval check box |
SM.20.11 > Closeout Checklist tab |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_APPROVAL_CUSTOM.GET_INFORMATION_CLOI |
An email is sent to the first approver in the approval sequence. |
|
|
Issue Request for Information Select Submit check box on SM.20.11 |
SM.20.11 > Request for Information tab |
Request for Information |
ZP_EMT_ISS |
Notification sent to contractor when subcontractor issues RFI |
|
Issue Request for Information Select Issue RFI check box on SM.30.05 |
SM.30.05 |
Request for Information |
ZP_EMT_ISS |
Notification sent to subcontractor when contractor issues RFI |
|
Submit answer on Request for Information Select Submit Answer check box on SM.20.11 -or- Select Issue Answer check box on SM.30.05 |
SM.20.11 Request for Information tab |
Request for Information |
ZP_EMT_ANS |
Notification sent to subcontractor when contractor issues answer |
|
Punch list failed Select Fail check box |
SM.20.11 Punch Lists tab |
Punch List Inspection Fail |
ZP_EMT_PLF |
Email sent when punch list inspection failed |
|
Punch list is ready for inspection Select Ready for Inspection check box |
SM.20.11 > Punch Lists tab (accessed from supplier using E-Supplier) Portal > Subcontracts > Punch Lists |
Punch List Inspection Ready |
ZP_EMT_PLI |
Email sent when punch list is ready for inspection |
|
Portal |
||||
|
Create new user |
Portal > My Account > Users |
M_PCK_COMPANY_CUSTOM.NEW_USER_TEXT M_PCK_COMPANY_CUSTOM.NEW_USER_TEXT2 |
Email is sent to Portal user with the username Email is sent to Portal user with the (encrypted) password |
|
|
Change user password |
Portal > My Account > Users |
M_PCK_COMPANY_CUSTOM.GET_MAIL_FOR_CHANGED_PWD |
Email is sent to Portal user with the new password. Password is encrypted if Force Change Password is not selected |
|
|
Click Forgot your password |
Portal Login > Forgot your password? |
M_PCK_COMPANY_CUSTOM.GET_MAIL_FOR_CHANGED_PWD |
Email is sent to Portal user with the auto-generated password, which has to be changed on first login |
|
|
Invite Suppliers who are registered in Smart Materials but not in the Portal, to login and complete their data in the Portal. Click Portal Access. |
P.20.01 > Portal Access button Companies > Portal Access button |
M_PCK_COMPANY_CUSTOM.SUP_OT_ACCESS_EMAIL_TEXT |
Email is sent to the supplier with Portal URL, username and one-time password |
|
|
Submit Registration RFI or question to the supplier. Click Send on Companies > Requests for Information. |
Companies > Requests for Information |
M_PCK_COMPANY_CUSTOM.LOGIN_REQ_RFI_EMAIL |
Email sent to the supplier |
|
|
Submit answer on Registration RFI question to the contractor. Click Send on the Request for Information page in the Portal. |
Portal > Request for Information |
M_PCK_COMPANY_CUSTOM.RFI_EMAIL_TO_BUYER |
Email sent to the buyer |
|
|
Submit login request Click Submit, enter the captcha, and click I agree. |
Portal > Summary |
DBA Setting LOGIN_REQUEST_APT |
Email is sent to the first approver on the approval sequence |
|
|
Approve login request |
P.20.02 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_COMPANY_CUSTOM.COMPANY_APPROVAL_EMAIL_TEXT |
Email sent to the supplier for the approval of the Portal (E-Supplier) login request |
|
|
Approve company profile |
P.20.04 |
M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_SUBJECT M_PCK_APPROVAL_CUSTOM.BUILD_APPROVAL_BODY -> M_PCK_COMPANY_CUSTOM.CP_PROFILE_APPROVAL_TEXT |
Email sent to the supplier for the approval of the company profile |
|
|
Approve Supplier |
P.20.01 |
M_PCK_COMPANY_CUSTOM.GET_MAIL_FOR_APPROVED_SUPPLIER |
Email sent to the supplier to inform about the approval |
|
|
Change company data after approval |
Portal >My Account > Company |
M_PCK_COMPANY_CUSTOM.GET_MAIL_FOR_CHANGED_COMPANY |
Email sent to approvers (user assigned to approval sequence) to notify about the company data changes |
|
|
DBMS Job CMGR_RMNDR |
A.60.45 Portal > My Account > Materials and Services |
M_PCK_COMPANY_CUSTOM.SEND_REMINDER_CMNGR_MAIL |
Emails are sent to inform the involved commodity managers about materials and services assigned to suppliers (on My Materials and Services in the Portal) which are not yet verified for approval. Emails are sent until the status is set to Approved or Rejected |
|
|
DBMS Job CMGR_RMNDR |
A.60.45 P.20.01> Material/Work Groups |
M_PCK_COMPANY_CUSTOM.SEND_SUP_MATGR_REMINDER_MAIL |
Email is sent to inform involved suppliers about material group status change. At the same time, the Supplier Informed date is set in P.20.01 |
|
|
Material or Service approved or rejected by a commodity manager on P.20.01 > Material/Work Groups |
P.20.01 > Material/Work Groups |
M_PCK_COMPANY_CUSTOM.APPROVAL_MG_INVITATION_TEXT |
Email is sent to inform involved commodity managers about approval of a material or service that is assigned to a supplier |
|
|
Supplier removes a material or service from My Materials and Services in the Portal |
Portal>My Account > Materials and Services |
M_PCK_COMPANY_CUSTOM.UNSUPPORTED_MG_MAIL |
Email is sent to the commodity managers to notify about the withdrawal of a material or service by a supplier |
|
|
Submit answer on Request for Information for inquiry Select Submit Answer check box on P.30.27 -or- Click Send on the Request for Information tab in the Portal |
Portal or P.30.27 |
Request for Information |
ZP_EMT_RA |
Notification sent to the buyer (m_inquiries.po_buyer) when subcontractor submits an answer on RFI for inquiry. In case of a technical RFI further emails are sent to: Originator of the requisition (m_reqs.originator), Approver of the requisition (m_reqs.approved_by), Person who released the requisition to procurement by clicking the Release button on R.30.01 (m_reqs.rel_to_proc_by) |
|
Submit question on Request for Information for inquiry Select Submit Question check box on P.30.22 or P.30.23 |
Portal P.30.22 P.30.23 |
Request for Information |
ZP_EMT_RQ |
Notification sent to subcontractor or buyer when an RFI (for inquiry) question is saved. Additionally, an email is sent to the buyer assigned to the inquiry (m_inquiries.po_buyer). In case of a technical RFI further emails are sent to: Originator of the requisition (m_reqs.originator), Approver of the requisition (m_reqs.approved_by), Person who released the requisition to procurement by clicking the Release button on R.30.01 (m_reqs.rel_to_proc_by) |
|
Finalize quote Click Finalize Quote button in E-Supplier or Portal |
Portal or P.30.27 |
All types |
ZP_EMT_FQ |
Email sent to quote desk (buyer) when bidder finalizes quote |
|
Bidder does not intend to bid on inquiry Click No Bid button |
E-Supplier Login |
All types |
ZP_EMT_NB |
No Bid email sent to buyer |
|
Supplier adds, deletes, or modifies an attachment or shipping invoice after submitting a release note |
Portal--> Packing |
SHIN_CHANGED |
None |
Notification email is sent to the traffic coordinator and the supplier |
|
Supplier submits a release note for approval. |
Portal--> Packing |
RELN_SUBMITTED |
None |
Notification email is sent to the traffic coordinator and the supplier |
|
Supplier submits/resubmits a PPL |
Portal--> Packing |
PPL_SUBMITTED |
None |
Notification email is sent to the traffic coordinator and the supplier |
|
Supplier modifies the VDR documents for a PPL/release note after submitting the PPL or release note. |
Portal--> Packing |
PPL_VDR_DOCUMENTS_CHANGED / RELN_VDR_DOCUMENTS_CHANGED |
None |
Notification email is sent to the traffic coordinator and the supplier |
|
Freight Forwarder adds a damage incident for a shipment. |
Portal--> Freight Forwarding |
SHIPMENT_DAMAGED |
None |
Notification email is sent to the traffic coordinator and the Freight Forwarder |
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Freight Forwarder submits an invoice attachment. |
Portal--> Freight Forwarding |
IAT_SUBMITTED |
None |
Notification email is sent to the traffic coordinator and the Freight Forwarder |
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Freight forwarder initiates a new conversation with traffic coordinator (for a shipment/invoice attachment/monthly invoice). Click Chat with Traffic Coordinator. |
Portal--> Freight Forwarding |
SHIPMENT_CONVERSATION / IAT_CONVERSATION / MINV_CONVERSATION |
Email notification is sent to the traffic coordinator and the freight forwarder. |
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Freight Forwarder submits a monthly invoice. |
Portal--> Freight Forwarding |
MINV_SUBMITTED |
None |
Notification email is sent to the traffic coordinator and the Freight Forwarder |
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Traffic |
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Traffic coordinator invites the supplier for packing. Click Invite Supplier. |
Traffic Agreement details |
POH_INVITED_FOR_PACKING |
Email notification is sent to the supplier and the traffic coordinator |
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Traffic coordinator approves a packing list Click Approve |
Traffic Packing list details |
RELN_APPROVED |
Approval email is sent to the supplier and the traffic coordinator An email is also sent to the freight forwarder about packing list availability. |
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Traffic coordinator reverses the approval of a packing list. Click Reverse Approval |
Traffic Packing list details |
RELN_APPROVAL_REVERSED |
Email notification is sent to the supplier, freight forwarder, and traffic coordinator. |
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Traffic coordinator acknowledges the documents in a packing list Click Acknowledge Documents |
Traffic Packing list details |
RELN_ACKNOWLEDGED |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator reverses acknowledgment of documents in a packing list Click Reverse Acknowledgement |
Traffic Packing list details |
RELN_ACKNOWLEDGEMENT_REVERSED |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator releases a packing list to freight forwarder Click Release to Freight Forwarder |
Traffic Packing list details |
RELN_RELEASED_TO_SHIPMENT |
Email notification is sent to the freight forwarder to start the shipment process and traffic coordinator |
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Traffic coordinator reverses the release to freight forwarder Click Reverse Release to Forwarder |
Traffic Packing list details |
RELN_RELEASE_TO_SHIPMENT_REVERSED |
Email notification is sent to the freight forwarder and traffic coordinator |
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Traffic coordinator rejects a release note. Click Reject |
Traffic Packing list details |
RELN_REJECTED |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator sends a comment to the supplier Click Send Comments. |
Traffic Agreement details |
POH_COMMENTS_SENT |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator gives ownership of a release note or PPL to the supplier. Select Ownership to Supplier option. |
Traffic Change PL/PPL Ownership |
RELN_OWNERSHIP_GIVEN/PPL_OWNERSHIP_GIVEN |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator takes away ownership of a release note or PPL from the supplier. Clear Ownership to Supplier option |
Traffic Change PL/PPL Ownership |
RELN_OWNERSHIP_TAKEN/PPL_OWNERSHIP_TAKEN |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator confirms the fulfillment of an agreement. Click Confirm Fulfillment. |
Traffic Agreement Details |
POH_FULFILLED |
Email notification is sent to the supplier and traffic coordinator |
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Traffic coordinator approves an invoice attachment or monthly invoice. Click Approve. |
Traffic Invoice Attachment /Monthly Invoice Details. |
IAT_APPROVED/MINV_APPROVED |
Email notification is sent to the freight forwarder and traffic coordinator |
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Traffic coordinator rejects an invoice attachment or monthly invoice. Click Reject. |
Traffic Invoice Attachment /Monthly Invoice Details. |
IAT_REJECTED/MINV_REJECTED |
Email notification is sent to the freight forwarder and traffic coordinator |
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Traffic coordinator initiates a new conversation (for a shipment / invoice attachment / monthly invoice) with freight forwarder. Click Chat with Freight Forwarder. |
Traffic |
SHIPMENT_CONVERSATION / IAT_CONVERSATION / MINV_CONVERSATION |
Email notification is sent to the freight forwarder and traffic coordinator |
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