Notifications (PO_NOTICE)
If the user attribute PO_NOTICE is activated, up to and including xSuite Cube version 5.2.5, an e-mail is sent to the document creator after completion of an xSuite procurement workflow, informing about the completion of the workflow. However, when sending this notification, the system does not evaluate whether the document itself belonging to the workflow has been completed.
This behavior has now been extended. In addition to the abstract role POMS, a new role POMU (U = Unfinished) has been defined. The POMU role is for use in creating the text template to apply to unfinished documents.
The different text shortcuts FIELDS, SUBJECT and TEXT must also be used for this text template.
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The processing status of the document (here: "Active") is output dynamically at the end of the message.
The processing status is only output if no deletion indicator is set for the document (purchase orders) or the document item (purchase requisitions and xSuite feeders).
If a deletion indicator is set, the message "Document / item has deletion indicator" is output instead of the processing status.
The line items of the xSuite Feeder have no processing status. Therefore, only the deletion flag is indicated for feeders, if it is set.
Notice
If the processing status is also to be output for completed documents, the user attribute PO_NOTICE_XT must be set to X.
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Whether a text template of the role POMS or POMU is used for the creation of the message depends on the result of the evaluation of the respective document. The evaluation criteria for documents are described below.
Purchase order evaluation criteria
Evaluation of purchase orders is performed at the header level.
If the deletion indicator is set in the PO header, the purchase order will not be registered as processed.
If no deletion indicator is set, the document status will be checked. If the status "Release completed" is set, the order will be registered as processed. Another status registers the designation "Not completed".
Purchase requisition evaluation criteria
Evaluation of purchase requisition is performed by line item.
If all items contain a deletion indicator, the requisition will show the status "unprocessed".
If one or more items do not contain a deletion indicator, the processing status of the items will be checked:
If all items without deletion indicators show the processing status "Release completed", the document will be registered as completed.
If one or more items contain a different processing status, the document will be registered as not processed.
Evaluation criteria for the xSuite Feeder
Evaluation of of a xSuite Feeder is performed by line item.
If all items contain a deletion indicator, the requisition will be registered as unprocessed.
If one or more items do not contain a deletion indicator, the system will check whether a purchase requisition exists as a successor document to the xSuite Feeder (there is no processing status for the xSuite Feeder).
If a subsequent purchase requisition exists, the document will be registered as processed.
If a subsequent purchase requisition does not exist, the document will be registered as unprocessed.