The following table lists the available email templates with the associated project defaults and screens or screen tabs, respectively. Further, the action column shows which email is sent, and the triggering action column shows which action in Smart Materials triggers the email being sent out.
eMail Template Type |
Associated Project Default |
Action |
Associated Screen/tab |
Triggering Action |
---|---|---|---|---|
Addendum Issue |
ZP_EMT_AI |
Email sent to bidders at Addendum Issue |
P.30.21 Addenda tab |
Issue button |
Request for Information |
ZP_EMT_ANS |
Notification sent to subcontractor when contractor |
SM.20.11 Request for Information tab |
SM.20.11: Submit Answer check box -or- SM.30.05 Issue Answer check box |
All types |
ZP_EMT_FQ |
Email sent to quote desk (buyer) when bidder finalizes quote |
P.30.22 |
Finalize Quote button |
Inquiry Approval/Rejection |
ZP_EMT_IA |
Email sent to buyer at inquiry approval |
A.20.49 |
Approve button or approval sequence finished (Approved check box) |
Inquiry Approval/Rejection |
ZP_EMT_IR |
Email sent to buyer at inquiry rejection |
A.20.49 |
Rejected check box in approval sequence |
Expediting |
ZP_EMT_IRC |
Email sent to expediter when IRC is ready for approval |
P.70.72 IRCs tab |
Ready for Approval check box |
Request for Information |
ZP_EMT_ISS |
Notification sent to subcontractor |
SM.20.11 Request for Information tab |
SM.20.11: Submit check box -or- SM.30.05 Issue RFI check box |
All types |
ZP_EMT_NB |
No Bid email sent to buyer |
E-Supplier Login |
No Bid button |
Agreement Approval/Rejection |
ZP_EMT_PA |
Email sent to buyer about agreement approval |
P.50.07 A.20.49 |
Agreement approval via A.20.49 (Approved check box) |
Punch List Inspection Fail |
ZP_EMT_PLF |
Email sent when punch list inspection failed |
SM.20.11 Punch Lists tab |
Fail check box |
Punch List Inspection Ready |
ZP_EMT_PLI |
Email sent when punch list is ready for inspection |
SM.20.11 Punch Lists tab |
Ready for Inspection check box |
Agreement Approval/Rejection |
ZP_EMT_PR |
Email sent to buyer to notify him about agreement rejection |
P.50.07 A.20.49 |
Agreement rejection via A.20.49 (Rejected check box) |
PSW/USR changed |
ZP_EMT_PWC |
Password changed notification sent to user |
A.10.23 |
User password changed |
Request for Information |
ZP_EMT_RA |
Email sent when an answer on an RFI |
Portal P.30.22 P.30.23 |
Answer saved |
Request for Information |
ZP_EMT_RAB |
Email sent when buyer submits an answer on an RFI (for inquiry) question in P.30.22 or P.30.23 If ZP_EMT_RAB is not set, template assigned to ZP_EMT_RA is used instead |
P.30.22 P.30.23 |
Answer saved |
Request for Information |
ZP_EMT_RFC |
Email sent to supplier when RFI Status |
P.30.22 P.30.23 |
Selecting Closed from the RFI Status drop-down list. |
Request for Information |
ZP_EMT_RFO |
Email sent to supplier when RFI Status |
P.30.22 P.30.23 |
Selecting Open from the RFI Status drop-down list. |
Request for Information |
ZP_EMT_RQ |
Email sent when a request for information (RFI) or an RFI question was provided in Portal, P.30.22 or P.30.23 |
Portal P.30.22 P.30.23 |
Question saved |
Request for Information |
ZP_EMT_RQB |
Email sent when buyer submits a question for a request for information (RFI) for inquiry in P.30.22 or P.30.23 If ZP_EMT_RQB is not set, template assigned to ZP_EMT_RQ is used instead |
P.30.22 P.30.23 |
Question saved |
All types |
ZP_EMT_RQM |
Request for Quotation supplement >0 email sent to bidders |
P.30.21 |
Inquiry approval |
All types |
ZP_EMT_RQS |
Request for Quotation email sent to bidders |
P.30.21 |
Inquiry approval |
All types |
ZP_EMT_SE |
Email notification sent to shop expediter |
P.70.73 Order Reference tab |
Shop Expediter field filled |
All types |
ZP_EMT_SI |
Email notification sent to shop inspector |
P.70.73 Order Reference tab |
Shop Inspector field filled |
Expediting |
ZP_EMT_VP |
Email sent to expediter |
P.70.73 Vendor Progress tab |
RfA check box |
Ident Shortage Notification |
Ident/Warehouse shortage notification sent to distribution list |
C.50.21 |
DBMS Job Automatically when onhand quantity falls below defined minimum onhand quantity |
|
Forecast Shortage MRR Notification |
Forecast shortage MRR notification sent to distribution list |
C.30.01 Receiving screens |
Insertion of MRR line item -or- Post of MRR |
|
Requisition Approval/Rejection |
ZR_EMT_RA ZR_EMT_RR |
R.30.01 |
||
Purchase Order |
P.50.07 |
|||
Requisition |
R.30.01 |