Concepts

Tasks

Setting My Preferences

You can set preferences for working with APM, including contact information and email options.

Note: Most of the settings on the My Preferences dialog are also available in your employee record in the Personnel view.

To Set Your Preferences

1.	From the Site window, select the Tools menu and then Preferences. The My Preferences dialog appears, open to the General tab.

 

2.	On the Work Contact Info tab, you can update your office area, work telephone numbers, and email address.

3.	On the Home Contact Info tab, you can update your home address and telephone numbers.

4.	On the Email Options tab set your email preferences:

Setting Name

Description

Preview outbound email

Select this option to preview outbound email before it is sent by the system. If you select this option, the system will open and display emails sent when the system: • Mails an RFQ to a supplier • Mails a requestor that the RFQ process is complete • Mails a purchase order to a supplier • Notifies employees when purchases they requested have been received or services have been acknowledged • Notifies employees when a contract or pricing agreement is about to expire • Notifies planners that changes have been made to standard tasks that have been created from the task template Note: Emails cannot be previewed when sent to notify employees of approval requests or indicator alarms.

Notify When Documents Require My Approval

Select this option if you want to be notified by email when a document is sent to you for approval. Note: Your email address must be entered on your employee record in order to receive notification emails.

Notify When Purchases Received or Acknowledged

Select this option if you want to be notified by email when purchases that you have requested have been received, or services have been acknowledged. Note: Your email address must be entered on your employee record in order to receive notification emails.

Notify When Quotations are Completed

Select this option if you want to be notified by email when the request for quotation has been completed for purchases that you requested. Note: Your email address must be entered on your employee record in order to receive notification emails.

5.	On the Invoicing Options tab, select your preference for viewing invoice lines and closing the window automatically when the invoice is processed. If you would like to view the line entry pad whenever you open an invoice, select List of invoice lines with the line entry pad.

6.	On the Receiving Report Options tab, you can select to close receiving reports when they are posted.

7.	On the Configurations tab, you can view and organize your personal table configurations.

8.	On the Approvals Substitutions tab, you can view, create, and delete substitutes to approve documents when you are not available. For more information, see Setting up Substitute Approvers.

9.	When you are finished, click OK.