Email Notifications Set Up instructions
When a district administrator has enabled the Email Notifications option, the school bookkeeper can specify which SFO and Sponsor Portal users will receive email notifications for the Purchase Order approval process. SFO and Sponsor Portal users must have a valid email address saved in their user profile.
Bookkeeper will navigate to the Datafiles > Notifications > Purchase Order screen.
The Purchase Orders Notifications page will display a list of events that can trigger an email notification.
Checking the box to the left of the event description will allow the bookkeeper to select the users to receive the appropriate email for each event.
A drop down field will appear with the list of all SFO Users, School Admins, and Purchasing Users assigned to the school.
Select “Sponsor” as the user to send the email notification to the appropriate Sponsor Portal user who submitted the PO.
The “ + “ to the right of the drop down box allows the bookkeeper to add additional users for notifications.
Once all events and users have been selected, click the Save button.