Set Up Alerts for Price Quote Rejected

If you do not use an approval workflow for approving request for price quotes, you can set up a price quote rejected alert that informs requesters that a price quote has been rejected.

To set up price quote rejected alerts, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
  2. On the Company Alerts Configuration form, select Purchasing in the Folders field.
  3. In the Alerts grid, select the row that displays Price Quote Rejected in the Alert field.
  4. Select the Active check box in the row to enable the alert throughout Vision. If no rules exist for this alert, the Active check box is disabled.
  5. Click in the Options field for the row, and then click to select an existing alert rule or create a new rule on the Purchasing Price Quote Rejected Alert Configuration dialog box. If a rule was already assigned to this alert, <options selected> displays in this Options field in the grid.
  6. To remove the option for this alert, delete <options selected>.
  7. Click Save.