Overview
Spendesk Procurement offers a comprehensive notification system that keeps you informed about various activities on the platform through email or slack notifications.
Request progress notification
Reminder on roles and assignation
In Spendesk Procurement, Procurement Manager is the admin role. Every task can be assign to a team or an assignee.
Every Request access can be given to followers.
Notification rules
Role | Procurement Manager | Request Requester | Task assignee | Task Team Member assignee |
Request Creation | X | X |
|
|
New Approval Task to complete |
|
| X | X (every team member) |
Approval Task Reminder |
|
| X | X (every team member) |
Approval Task to reapprove due to amount increase |
|
| X | X (every team member) |
Request Rejected | X | X |
|
|
Request Approved | X | X |
|
|
Zoom on approval task reminders
If Procurement Manager has set a Lead time on a approval task, a due date will be computed and notifications will be send : 1 day before due date, 1 day after due date to approver.
Request communication notification
If a comment is created in a request with a ping to a user (@user.email), user will receive an email notification.
Contract Renewal Alerting notification
In Spendesk Procurement, Procurement Manager is the admin role. Every contract can be assign to a business owner (if a contract is stored from a procurement request the default business owner is the requester).
| Role: Procurement Manager | Business Owner |
Contract Renewal Alert - 4 month before notice date/end date | X | X |
Contract Renewal Alert - 1 month before notice date/end date | X | X |