Supplier alerts

How to

Add an alert

1. Select the supplier account.

2. Move to the Alerts tab.

3. Select Add New.

4. Enter the alert message that will be displayed for this supplier.

5. The alert is initially set as Active, which means it will be displayed immediately for this supplier. If you don't want it to be displayed yet, disable Active.

6. Select the activities when the alert should be displayed:

   • Enter/Amend Purchase Order: Entering or amending purchase orders.

   • Enter/Amend Purchase Return: Entering or amending purchase returns.

   • Generate Purchase Orders: Generating suggested purchase orders.

   • Generate Purchase Orders from Trial Kitting: Creating purchase orders from BOM enquiry Trial Kitting.

   • Generate Purchase Orders from Requisition Lines: Generating purchase orders from purchase requisitions.

   Tip: To quickly select all or clear all options, select the checkbox in the column header.

   Supplier alerts are displayed for these activities in both the Web Portal (where available) and the Sage 200 desktop.

7. Select Save.

Stop showing an alert

An alert will only be displayed for a supplier account if it is set as Active.

Tip: You can quickly see which alerts are active by checking the Active column in the Alerts list.

• To temporarily stop showing an alert, select the alert and select Amend, then disable Active.

• If you want to remove the alert altogether, select Delete in the alerts list.

  The alert will be removed when you save the supplier.

Change when to show alerts

You can choose to display the alert for particular activities, for example when entering an order.

• To change when an alert is displayed, select the alert and select Amend, then choose when to display the alert.

Tip: To quickly select all or clear all options, select the checkbox in the column header.

View alerts

Alerts are displayed as soon as you select that supplier account, or open a document for that supplier, for example when entering an order.

To view the alert messages again, select the View Alerts button next to the supplier account.

Check if a supplier account has alerts

• If a supplier account has an active alert, Active is displayed next to the Alerts tab.

• To check the activities when an alert will be displayed, select the alert then select View to display its details.

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Useful info

About supplier alerts

You can set up alerts on a supplier account, to show messages whenever you deal with that supplier. For example, if a supplier has specific requirements, you can set up a reminder message that will be displayed whenever you enter an order for that supplier.

When you set up an alert on the supplier account, you can choose to show the alert for particular activities.

You can choose to show alerts when entering purchase orders and returns, and generating purchase orders.

Supplier alerts are displayed for these activities in both the Web Portal (where available) and the Sage 200 desktop.

Alerts are specific to an individual supplier, and you can have multiple alerts for each supplier.