Purchasing and Inventory and Alerts

Use alerts to notify people of the required actions that they must take or the actions already taken that are related to purchasing or inventory records.

When You Use Approval Workflows

When you use approval workflows to approve Purchasing and Inventory records, you choose the alerts to be sent at various times during the approval process. For example, you can send alerts to notify people when records are ready for them to approve, when records are rejected, when records are approved, and so on. You select and configure alerts for each step of an approval workflow on the Workflow tab in Settings > Workflow > Approval Workflows, in the desktop application.

In addition, you can create alerts to notify people when a purchase order has been final printed and when goods are received. You configure these alerts in Settings > Purchasing and Inventory > Purchasing Alerts.

When You Do Not Use Approval Workflows

When you do not use approval workflows to approve Purchasing and Inventory records, you can create and configure alerts in Settings > Purchasing and Inventory > Purchasing Alerts, in the desktop application. For example, you can send alerts to notify buyers when a purchase order, requisition, or request for price quote that they requested has been submitted (and thus approved) or rejected.

When you Enable Purchase Orders in the Browser Application

When you select the Enable Purchase Orders in the Web Application option in Settings > General > Modules, Vantagepoint opens the Purchase Orders form in the browser application (Purchasing > Purchase Orders) for each purchase order alert that you receive through email or the Notification Center.

If you use an approval workflow and you are assigned to an approval step, Vantagepoint opens the purchase order approval task in My Stuff > Approval Center when you click the link in the email message or the action item in the Notification Center.