Set Up Alerts for Price Quote Buyer

If you do not use an approval workflow for approving requests for price quotes, use a price quote buyer alert to notify purchasers (and requesters) that a price quote has been approved.

You can use this alert along with the Price Quote Approval alert.

When you do not use an approval workflow, requests for price quotes are approved automatically when you submit them.

To set up price quote buyer 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 Price Quote Buyer 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 in the row to open the Purchasing Price Quote 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.