Configure Purchase Order Alert Types

• Alert Types are user-defined.

• They are assigned one or more Alert Categories via the 'Alert Type Setup' screen.

• Below, are the minimum requirements for a ‘Purchase Order’ Alert Type.

• Refer to the 'Alert Type Setup' screen wiki page for more details.

To Configure Alert Types for Purchase Orders:

1. Navigate to the 'Alert Type Search' screen.

   Open

   

   'Alert Type Search' screen → Purchase Order Alerts

    

2. Search for and select an existing Alert Type.

3. Click the 'Edit' button to edit the selected Alert Type; OR,

4. Click the 'Add New Record' button to create a new Alert Type.

5. In the 'Edit Alert Type' dialog:

   1. Enter the 'Alert Type' name/description.

   2. Select the 'Purchase Order' Alert Category.

      Open

      

      'Alert Type Search' screen → 'Edit Alert Type' dialog

       

   3. The ‘Product Interaction’ and ‘General Interaction’ fields to not apply to the Purchase Order Alert Type.

   4. Click the ‘Save and Close' button to save the Alert Type and close the dialog; OR,

   5. Click the ‘Save and Continue’ button to save the Alert Type, and clear the fields to define another Alert Type; OR,

   6. Click the ‘Cancel’ button to close the dialog without saving the changes.