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:

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 grid, click Price Quote Buyer and then click . The Price Quote Buyer alert does not display in the 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

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, 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

Field	Description
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.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Email Options

These options are activated when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

Buttons

Field	Description
OK	Click this button to save entries and changes on the dialog box and dismiss it.
Cancel	Click this button to dismiss the dialog box without saving entries and changes.
Help	Click this button to open the help topic for the dialog box.