Add Comments & Alerts (Purchase Order)

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 11, 2023
1 min read

This functionality is new as of version 4.0.

Comments and Alerts can be added to the Purchase Order via the 'Purchase Order Details' screen → 'Purchase Order Log' tab.

 

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

Refer to Configure Purchase Order Alert Types.

To Add Comments and/or Alerts to a Purchase Order:

  1. Navigate to the 'Purchase Order Details' screen → 'Purchase Order Log' tab.

    'Purchase Order Details' screen - 'Purchase Order Log' tab - 'Add Purchase Order Comments and Alerts' dialog
    'Purchase Order Details' screen → 'Purchase Order Log' tab → 'Add Purchase Order Comment/Alerts' dialog

  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 Alert Types.

 

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