Supplier alerts

Find this screen

Open: Purchase Ledger > Purchase Accounts > Enter New Account

Open: Purchase Ledger > Purchase Accounts > Amend Account Details

• Use the Alerts tab to set up alert messages for the supplier account.

How to

Add an alert

Open: Purchase Ledger > Purchase Accounts > Amend Account Details

1. Select the supplier account.

2. Move to the Alerts tab.

3. Click Add.

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

5. 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 Select All or Clear All.

   Supplier alerts are displayed for these activities in the Sage 200 desktop. These activities are not yet available in the Web Portal.

6. Click Save.

   The alert will be active immediately.

Stop showing an alert

When you add a new alert, it will be set as active by default.

• To temporarily stop showing an alert, either:

  • Select the alert from the list, then click Set as Inactive.
  • Edit the alert, and disable Make this alert active
• You can see which alerts are active by checking the Active column in the alerts list.

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, edit the alert and choose the options in Forms Displayed In.

Tip: To quickly select or clear everything, use Select All or Clear all.

Find all suppliers with active alerts

You can check which suppliers have active alerts by using the Supplier Account Enquiry workspace.

Open: Purchase Ledger > Purchase Enquiries > Accounts.

Open: Workspaces > Purchase Ledger > Supplier Account Enquiry.

1. Add the alerts column to the workspace.

   • Right-click the heading of any column, and select Add Column to the Left/Right > Active Alerts.

2. If a supplier has any alerts, the Active Alerts column will show Yes.

3. If you are viewing the workspace from the Sage 200 desktop, you can view alerts for the supplier. Select Amend Account Details to open the supplier account, then select the Alerts tab.

Tip: You can also see which suppliers have active alerts when using the supplier Account Enquiry, as the Alerts tab will display an asterisk *.

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, click the alert icon.

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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 the Sage 200 desktop. These activities are not yet available in the Web Portal.

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