Notifications are triggered by actions users take in the software or by scheduled tasks:  

TABLE OF CONTENTS

• General Notifications
• Nudges
• ProjectP2P (Core)
  • General
  • Quote Requests
  • Price Matrices
• T&I (Translation & Interpreting)
• Sourcing/ eProcurement (eRFX)
  • RFX (Tender/Research/Quote):
  • Authorisation:
  • Spend Limits
  • Expiring/Expired Documents:
  • eAuction
  • eSignature
  • DPS Share
• DirectP2P
  • Purchase Approval Required
  • Purchase Items
  • Supplier Data Approval (Bank Details)
  • Supplier Unit Prices

General Notifications

New User account request awaiting approval - triggered to an Admin (or any key user with the ability to approve/action new user account requests) when a new user has requested to create an account

You have a new Account Request awaiting approval - triggered to an Supplier Primary Contact when a new user has requested to create an account in which their Supplier details match an existing Supplier Organisation. Only applies if the site is configured for Supplier Self-Service Registration. 

Nudges

These are triggered to All Users on the site - when you click into any of the Nudge notifications, this will take you to Nudge > View, and opens up the specific Nudge

[User] has asked you a Nudge Question - triggered when you've been sent a Nudge from a User on the system

[User] has responded NO to your Nudge question - triggered when a User has responded 'No' (thumbs down) to a Nudge Message you have sent

[User] has responded YES to your Nudge question - triggered when a User has responded 'Yes' (thumbs up) to a Nudge Message you have sent

Note added to Nudge: [Nudge Message] - triggered when a note has been added to either a Nudge message you have been sent, or to one you have sent to another User

Attachment added to Nudge: [Nudge Message] - triggered when a document has been attached to a Nudge message you have been sent, or to one you have sent to another User

ProjectP2P (Core)

General

Client has placed an order - triggered to a Project Manager that can process orders for the account code the order was placed against (only if the site has been set up to send notification of order to account managers - please contact Panacea Support if you wish for this to be set up on your site)

Rejected order for [Order Title] - triggered to the Client when a Project Manager rejects an order placed.

A Supplier has opted out of a Provisional Enquiry - triggered to the Project Manager of a job when a supplier opts out of a provisional enquiry in the job

A Supplier has accepted a Provisional Enquiry - triggered to the Project Manager of a job when a supplier accepts a provisional enquiry in the job

Order accepted by Supplier - triggered to the Project Manager of a job when a supplier accepts an order 

A Supplier has uploaded files to a Job - triggered to the Project Manager of a job when a supplier uploads a file(s) onto an order on the job

Delivery Confirmed by Supplier - triggered to the Project Manager of a job when a supplier has confirmed delivery of an order 

Receipt Confirmed for one of your Orders - triggered to the Supplier Primary Contact and Supplier Finance Contact when a cost has been "Goods Receipted". This means the cost can now be invoiced against. 

Job Completed - triggered to the Project Manager of a job once a job has been completed

A Designer has uploaded final artwork - triggered to the Project Manager of the job when a designer uploads their final artwork for an order

A job [job number and title] has been shared with you - triggered to the named Client Contact of a job when a Key User has ticked "Show job on client ordering screen"

Quote Requests

Quote request expired - click to view Supplier estimates - triggered to the Project Manager of a job when a Quote request deadline has expired in the job

Quote Request to review - triggered to the Project Manager of a job when a supplier has submitted a quote request in the job (only if the site has been set up to trigger notifications every time a supplier submits a quote, rather than just when a quote request deadline has expired - speak to Panacea Support if you wish for this to be set up on your site)

Price Matrices

[Supplier Organisation] has requested that their Price Matrix configuration should go live - triggered to an Administrator when a supplier requests for a price matrix to go live 

Your new Supplier Price Matrix is now LIVE - triggered to a Supplier once a Key User has made their price matrix LIVE

T&I (Translation & Interpreting)

Rejected order for [Order Title] - triggered to the Client when a Project Manager rejects an order placed.

Order accepted by supplier - triggered to the Project Manager when a supplier accepts a translation or interpreting request.

A Supplier has rejected an appointment- triggered to the Project Manager when a supplier rejects a booking.

Upcoming Bookings- triggered to Clients and Suppliers when they have a booking scheduled within the next 24 hours.

A Supplier has uploaded a file to a translation job - triggered to the Project Manager when a supplier uploads a file to a translation job

Client has shared a file with you - triggered to the Project Manager when a client uploads a file onto a processed order

Bookings require your urgent attention - You are required to submit your payment request for booking [X] - triggered to the Supplier when they need to upload their timesheet and invoice

Translation complete - triggered to the Project Manager when a translation job is completed

Verify Appointments    - triggered to the Client when they need to verify an appointment(s) that the supplier has submitted a timesheet for. This can be done via Client Interface > T&I Confirmation.

Sourcing/ eProcurement (eRFX)

RFX (Tender/Research/Quote):

A Clarification question has been submitted by [User] - triggered to an Evaluator when a supplier asks a clarification Q&A on a questionnaire

Supplier Questionnaire(s) ready to evaluate - triggered to an Evaluator when there a supplier(s) has submitted responses to a Tender questionnaire that are open for evaluation

Research Questionnaire(s) ready to review- triggered to an Reviewer when there a supplier(s) has submitted responses to a Research questionnaire that are open for review

Send ad-hoc Notifications - triggered to Qualified Subscribers, stakeholders or individual users when a new requirement has been added. 

Relevant opportunities published by [Main Company]- triggered to a Supplier(s) when one or more of the following notices have been published within the past 24 hours; Find a Tender, Contracts Finder, Public Site.

Authorisation:

Requirement Authorisation Request - triggered to nominated Authoriser(s) on a Requirement when a Threshold has been set for a Requirement that requires Authorisation.

Requirement has been Authorised - triggered to Procurement Manager(s)/Contract Manager(s) on a Requirement when a Requirement has been fully authorised by the nominated Authoriser(s).

Spend Limits

Spend Limit Increase Request - triggered to a Lead Person on a Requirement when a Buyer is placing a Requisition but it has gone over the agreed Spend Limit for the relevant Supplier.

Expiring/Expired Documents:

Document(s) expiring soon - triggered to a Supplier when an Ad-hoc file or Document Slot has an expiry date within the next 28 days

Document replacement deadline has passed - triggered to a Supplier when the expiry date for an Ad-hoc file or Document Slot has passed

Document replacement deadline extended - triggered to a Supplier when the expiry date for an Ad-hoc file or Document Slot has been extended

Replacement document validated - triggered to a Supplier when a replacement document submitted for an Ad-hoc file or Document Slot has been approved

Replacement document rejected - triggered to a Supplier when a replacement document submitted for an Ad-hoc file or Document Slot has been rejected

Supplier qualification expired [red icon] -triggered to a Project Manager when an Ad-hoc file or Document Slot has expired for a supplier, and they have not yet submitted a replacement document

Supplier qualification expired [orange icon] - triggered to a Project Manager when an Ad-hoc file or Document Slot has expired for a supplier, and they have submitted a replacement document

A Supplier has submitted replacement documents - triggered to a Project Manager when they have submitted a replacement document for an expiring Ad-hoc file or Document Slot

eAuction

eAuction Invitation - triggered to a Supplier when they have been invited to an eAuction.

eAuction Host (Host Name) has uploaded a new document to (eAuction Title) - triggered to a Suppliers when a new document has been uploaded to an eAuction they are participating in.

eSignature

Signing Complete (File Name) - triggered to a Requester when a signing request has been fully signed.

DPS Share

Outstanding Suppliers to share - triggered to a Administrators when they have suppliers to import from a DPS share.

DirectP2P

You have received a new message for PI [PI Number] (on Requisition Label). - triggered to any User when a message has been sent to them on a Requisition/Purchase Item. 

Purchase Approval Required

Requisition for [Requisition Label] requires your Rubber Stamp approval.  - triggered to the nominated Budget Holder when a Requisition has been placed that requires rubber stamp approval. Requisition cannot go ahead until its been approved.

Requisition for [Requisition Label] requires your purchase approval.  - triggered to the nominated Purchase Approver(s) when a Requisition has been placed that requires purchase approval. Requisition cannot go ahead until its been approved.

Requisition for [Requisition Label] has been rubber stamped.  - triggered to Requisition Buyer when a Requisition has been budget rubber stamped by the nominated user, and is now awaiting the relevant Purchase Approval before it can be actioned.

Requisition for [Requisition Label] has been approved.  - triggered to Requisition Buyer when a Requisition has been fully purchase approved, as required. Buyer can now proceed with the Requisition, and action the Purchase Item(s) as needed by sending out the PO's.

Requisition for [Requisition Label] has not been approved. - triggered to Requisition Buyer when a Requisition has been marked as "Not Approved". Buyer can view the History to see the reason given and choose to Cancel the Requisition. Use the messages to contact the Rubber Stamper/Purchase Approvers to ask for more information if needed.

Purchase Items

Requisition for [Requisition Label] has been cancelled. - triggered to Requisition Buyer when a Requisition has been Cancelled. Use the messages to contact the Rubber Stamper/Purchase Approvers to ask for more information if needed. If the Requisition does need to go ahead, Buyer must place a new Requisition.

There is a new PI [PI Number(s)] to be reviewed (Requisition Label). - triggered to Supplier Primary Contact when a PO (Purchase Order) has been sent to the Supplier for a Purchase Item. Supplier will also have received an email with information. 

[Supplier Name] has marked PI [PI Number] as delivered (Requisition Label). - triggered to Buyer when a Supplier has marked a Purchase Item(s) as "Delivered". Buyer can now Receipt the PI's as needed. (Suppliers cannot invoice until it has been receipted by the Buyer).

The PI [PI Number] has been receipted and is ready to be invoiced (Requisition Label). - triggered to Supplier Primary Contact when a Buyer has marked the Purchase Item as "Receipted". Supplier can now Invoice the PI.

The PI [PI Number] has been rejected (Requisition Label). - triggered to Supplier Primary Contact when a Buyer has marked the Purchase Item as "Rejected". Supplier can see History for the reason given. Supplier can also Message Buyer to ask further questions/clarify the rejection.

The PI [PI Number] has been cancelled (Requisition Label). - triggered to Supplier Primary Contact when a Buyer has marked the Purchase Item as "Cancelled". Supplier can see History for the reason given. Supplier can also Message Buyer to ask further questions if needed.

[Supplier name] has submitted their invoice for PI [PI Number] (on Requisition Label). - triggered to Buyer when a Supplier has submitted their invoice. Just for reference only. Use the Notification rules and add "submitted their invoice" to the rules if you do not wish to be notified of this.

Supplier Data Approval (Bank Details)

[Supplier name] has submitted their sourcing bank details. - triggered to Supplier Data Approver when a Supplier has submitted their sourcing bank details. This allows the user to go and review the details, and either accept or reject.

Your banking details have been accepted. - triggered to Supplier when their banking details are accepted. 

Your banking details have been rejected. - triggered to Supplier when their banking details are rejected. The supplier can go in, edit and re-submit.

Supplier Unit Prices

Supplier submitted Unit Price for Review - triggered to a Procurement Manager/ Contract Manager/ Authoriser when a Supplier has submitted a Unit Price. Unit Price needs to be reviewed and enabled for Live Use before they are saved and can be used for Purchasing through DP2P.

Unit Price approved and set- triggered to a Supplier when a Procurement Manager/Authoriser has reviewed and accepted a Unit Price (enabled for Live Use). Unit Price can now be used for live purchasing through DP2P.

Supplier submitted Unit Price has been rejected- triggered to a Supplier when a Procurement Manager/Authoriser has rejected a Unit Price. Supplier can resubmit a proposed price for review.