Project Workflow Email Triggers

This page details which emails are sent on completion of each step in the standard workflow and which user receives each email.

To receive emails each user must have the permission 'receives emails' enabled in their profile.

Automatic Actions

	Customer raises request on Customer Portal	Supplier Quote Requests Sent	Supplier enters prices	Supplier Declines Quote	Quoted to Customer	Customer Approval to Proceed	Customer places order on Customer Portal	Purchase Orders Sent

	Customer raises request on Customer Portal	Supplier Quote Requests Sent	Supplier enters prices	Supplier Declines Quote	Quoted to Customer	Customer Approval to Proceed	Customer places order on Customer Portal	Purchase Orders Sent
Administrator	New Quote Request Received		Supplier Prices entered	Suppler declined to quote on project	Project Part Quoted		Project Part Ordered
Customer					Project Part Quoted	Project Part Ordered	Project Part Ordered
Supplier		Supplier RFQ						Quote Accepted

Claritum Knowledge Base