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Info

This functionality is new as of version 4.0.

Excerpt
nameAdd Comments & Alerts

Comments and Alertscan be added to the Inventory Transfer Request via the 'Inventory Transfer Request' screen → 'Transfer Log' tab.

Note

In order for an Alert Type to appear in the 'Alert Type' drop-down list on the 'Add Inventory Transfer Comment / Alert' dialog, it must include the 'Inventory Transfer' Alert Category.

Refer to Configure Inventory Transfer Alert Types.

...

To Add Comments and/or Alerts to an Inventory Transfer Request:

  1. Navigate to the 'Inventory Transfer Request' screen → 'Transfer Log' tab.

    'Purchase Order Details' screen - 'Purchase Order Log' tab - 'Add Purchase Order Comments and Alerts' dialogImage Removed'Inventory Transfer Request' screen - 'Transfer Log' tab - 'Add' buttonImage Added

  2. Click the ‘Add’ button.

  3. Type the Comment/Alert text in the 'Comment' field.

  4. Select the 'Alert' checkbox to create an Alert.

    1. Select an Alert Type from the 'Alert Type' dropdown list.

    2. Refer to Configure Purchase Order Inventory Transfer Alert Types.

Info

The alerts that are created on this tab are ‘Purchase Order ‘Inventory Transfer Alerts’, which will appear on screens that display Purchase Order Inventory Transfer Alerts.