Set Up Alerts for Final PO

Final PO alerts are generated when a purchase order is final printed.

To final print a purchase order, you select Final (Mark as Printed) option on the General tab of the Purchase Order Form dialog box that displays when you click the Print option on the toolbar of the Purchase Orders entry form.

This alert applies whether or not you use approval workflows to approve purchase orders.

This alert notifies the requester. You can set it up to notify the requester's supervisor as well.

To set up Final PO alerts:

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 Final PO in the Alert field.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option 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 Final PO 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.