Set Up Alerts for Requisitions Buyer

If you do not use an approval workflow for approving purchase requisitions, you can set up a requisitions buyer alert to inform purchasers (and requesters) that a requisition has been approved.

When you do not use an approval workflow, requisitions are approved automatically when you submit them.

You can use this alert along with the Requisitions Approval alert.

To set up requisitions buyer 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 Requisitions Buyer 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 in the row to open the Purchasing Requisitions Buyer Alert Configuration dialog box, and select an existing alert rule or create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
  6. To remove the option for this alert, delete <options selected>.
  7. Click Save.