Set Up Alerts for Orders Buyer

If you do not use an approval workflow for approving purchase orders, you can set up an orders buyer alert that informs buyers that the order requested has been approved.

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

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

To set up orders 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 Orders 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 Orders 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.