How To Setup and Use E-mail & Worklist Notifications for

Change Request
SETUP

On the user
profiles make
sure all have
their email
addresses.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
The above users
and supervisors
will be triggered
by this approver
user list for ePro
change.

Make sure this is

setup under
Administer
Procurement >
Maintain
Workflow >
Configure
Transactions
(Demo has this
setup)

How To Setup and Use E-mail & Worklist Notifications for

Change Request
Heres the detail
on the email
notification
template.
(Administer
Procurement >
Maintain
Workflow)
This is where the
message to the
approvers is
structured (also
delivered in
demo)

TEST EXAMPLE
Create a req.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
Source the req to
a PO.

Sourcing
completed.

Update to the
requisition path.

PO needs to be
dispatched
before changes
can be made.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
Select Change
Request from the
list and then
click GO.

Now start drilling

into the Change
Request.

Select Details
button.

Again

How To Setup and Use E-mail & Worklist Notifications for

Change Request
Here make a
change to the
quantity and
price and save
the page.

Click on
Continue.

Click on Submit
For Change
Approval.

Button grays out

after submission.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
Recall that at the
beginning of this
doc that Chris
Bakers email
address is as
shown.
The approval
request is now in
his inbox using
the email
template as
shown above.
Click on the link
shown while
logged in as
Chris.
The application
takes the
approver to
where he needs
to approve the
Change Request.

And as per the

setting in the
Configure
Transactions
page we also
send the item
directly to the
approvers
Worklist.
You can filter at
the top and click
on the Change
Request
Approval link.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
This is where
the approver will
approve all
Change Request.

After the
approver
approves in their
worklist
Initialized

Set these to
Approved and
save.

The req/PO is
now off of this
list.

How To Setup and Use E-mail & Worklist Notifications for

Change Request
To complete the
PO change drill
in here, Change
Purchase Order.

Set up the run

control for the
PO.

Run the PO
Change process.

How To Setup and Use E-mail & Worklist Notifications for

Change Request

Note that the PO

is now in status
of PO Created
and needs to be
dispatched again
to the vendor.

Notice the
quantities and
amount have
changed on the
PO because the
Change Request
was approved.

Dispatch the PO.

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How To Setup and Use E-mail & Worklist Notifications for

Change Request
Receive the PO.

You can see the

PO Change Order
history here.

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