PO Receiving Alert Configuration Form

The Receiving alert allows you to determine who receives Receiving alerts. Receiving alerts are generated when goods are received.

This alert applies when you use an approval workflow to approve purchase orders or not.

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
  2. From the Folders field on the Alerts Configuration form, select Purchasing.

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 Employees Use the Employee Lookup to select the employees to which you want to send the alert.
Requester Select this option if you want to send the alert to the requester.
Requester's Supervisor Select this option if you want to send the alert to the requester's supervisor.
Buyer Select this option if you want to send the alert to the buyer.
Principal-In-Charge Select this option if you want to send the alert to the principal-in-charge.
Project Manager Select this option if you want to send the alert to the project manager.
Supervisor Select this option if you want to send the alert to the supervisor.
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 select this option, complete the Email > Options.

Dashboard

Select this option if you want Vision to send the alert via the dashboard.

Email Options If you selected Email for the delivery option, these fields are activated.
Subject Enter the subject text for the email.
Message Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools.