Supplier Message Templates

Supplier Message Templates are separate from Collection Point message templates. You use them to control messages that are specifically linked to that supplier’s subcontractor processes. A Supplier Message Template typically defines what information is sent, and in what format, when certain supplier-related events occur. For example, when a subcontract order is released or cancelled, depending on the template type you choose. By setting these templates at supplier level, you ensure that all messages triggered by subcontract activity for that supplier are consistent, automatic and tailored to how you want to communicate with them.

Configure the supplier's message templates

1. On your supplier's Details screen scroll to the bottom.

2. Select Add Message Template and define:

   • Message template: Select the template (email/PDF/document) that will be generated and sent when this supplier trigger runs.

   • Message template type: Choose the supplier event that will trigger this message template:

     • Subcontract order released – Sends this message when a subcontract order for the supplier is released.

     • Purchase requisition approved – Sends this message when a purchase requisition linked to the supplier is approved.

     • Subcontract order cancelled – Sends this message when a subcontract order for the supplier is cancelled.

     • Subcontractor Invoice – Sends this message whenever a subcontractor invoice is generated for the supplier.

     • Subcontract order variation request approved – Sends this message when a variation request on a subcontract order is approved.

     • Subcontract order variation request rejected – Sends this message when a variation request on a subcontract order is rejected.

3. Select Save and Exit.