Set Up Alerts for Price Quote Approval

If approval is required for price quotes, then this alert informs the approver of that request for the price quote. You can use this alert along with the Price Quote Buyer alert. You specify who receives the alert, when, and under what conditions.

Prerequisites: For this alert to work, you need to select the Require requisitions and RFQs to be approved option on the General tab of Configuration > Purchasing > Company Settings.

To set up Price Quote Approval alerts, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Alerts Configuration form, select Purchasing.
3. In the Alert field, select Price Quote Approval.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field is disabled.
5. Click Options to select an existing alert rule or to 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.