Purchasing Price Quote Buyer Alert Configuration Dialog Box

If you do not use an approval workflow for approving request for price quotes, use this dialog box to enable and configure alerts to be sent when a request for price quote has been submitted, at which time its status becomes Approved.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Company Alerts Configuration form, select Purchasing.
3. In the Alerts grid, click in the Options field for the Price Quote Buyer alert, and click the icon in the field. The Price Quote Buyer alert does not display in the Alerts grid if you use an approval workflow for approving request for price quotes. You select an approval workflow to use for request for price quotes on the General tab in Configuration > Purchasing & Inventory > Company Settings.

Contents

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 Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
Languages	This column displays if you use the Vision Multilingual module. 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. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.
Send To
Selected Buyers	Use the Employee lookup to select the buyer to whom you want to send the alert. Only the employees who have been designated as buyers in the Buyers grid on the Buyer tab in Configuration > Purchasing & Inventory > Company Settings appear on the Employee lookup.
Send email notification to requestor	Select this option if you want to send an email alert to the requestor of the request for price quote who is entered in the Requested By field on the General tab of the Request for Price Quote entry form.
Delivery Options	You can select one or both of these options. Email Select this option if you want Vision to send the alert via email. If you include the <here> tag in the message body, Vision provides a link to the price quote in the email message. Dashboard Select this option if you want Vision to send the alert via the dashboard. Vision provides a link to the price quote in the alert.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email. You can use the following tag in this field: [EMPL]. Vision replaces [EMPL] with the employee's name.
Message	Enter the message text for the email. You can either enter text directly into this field or you can use the text editor, which allows you to format the text. You can use the following tags in this field: [REQUEST], [EMPL], <here>, and [COMMENT].