Contents of the PO Receiving Alert Configuration Dialog Box

Use these fields and options to set up alerts to notify employees when goods are received.

Alerts Grid

Field Description
Grid Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

New Click this option to insert a row beneath the current row.
Copy Click a row and then click this option to add a copy of the selected row to the grid.
Delete Click a row and then click this option to delete it.
Field Description
Alert Rule Name This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
Enabled Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vantagepoint will run any one of its Enabled rules. If the alert is not Active, then Vantagepoint will not run any of its rules, even if rules are Enabled.
Languages This column displays if you use multiple languages. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. The Language field displays <languages selected> if any languages are selected.

Send To

Field Description
Selected Employees Use the Employee lookup to select the employees to whom to send the alert.
Requester Select this option to send the alert to the requester.
Requester's Supervisor Select this option to send the alert to the requester's supervisor.
Buyer Select this option to send the alert to the buyer.
Principal-In-Charge Select this option to send the alert to the principal-in-charge.
Project Manager Select this option to send the alert to the project manager.
Supervisor Select this option to send the alert to the supervisor.

Delivery Options

You can select one or both of these options.

Field Description
Email Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the related fields under the Email heading.
Notification Center Select this option to send the alert via the notification center.

Email

These fields are available when you select Email as an alert delivery method.

Field Description
Subject Enter the subject for the email message. Click Insert Field to open the Column Selection dialog box and select related fields to add to the subject text.
Message

Do one or more of the following:

  • Enter text directly in the text box.
  • Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text.
  • Click the down arrow at the right end of the text box toolbar to use formatting options as you enter text.