Add Requester Alert Dialog Box

Use this dialog box to have a notification alert sent to the purchasing or inventory item's requester when the approval step starts or ends.

The requester is the employee who is entered in the Requested By field for the purchase requisition, requests for price quote, and inventory item request to be approved.

After you complete the information on this dialog box and add the notification alert to an approval step, click the Email and/or Dashboard hyperlinks in the Edit Content field in the Step Actions grid to select the employees to send the alert to and create the specific message to include in the alert.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
2. On the Approvals Configuration form, open an existing approval workflow or create a new one.
3. Open the Workflow tab and add an approval step for the workflow in the Approval Steps grid.
4. On the toolbar of the Steps Actions grid, click Insert, and then click Requester Notification on the shortcut menu.

Contents

Field	Description
Notify Requester When:	Select one of the following options to determine whether to have the alert sent when the approval step starts or ends: Step Starts Step Ends
Notification Method	Select one or both of the following methods for sending the requester notification alert: Email Dashboard
OK	Click this button to save the entries on this dialog box and add the notification alert to the approval step. You are returned to the Workflow tab where you now see the requester notification alerts (email, dashboard, or both) added to the end of the Step Actions grid.
Cancel	Click this button to return to the Workflow tab without adding the requester notification alert to the approval step.