Alerts

Quotes, orders, and line items progress in phases according to a predefined schedule. Alerts monitor the progress of these phases and take action when approvals are overdue. For example, the late notice alert notifies a designated management group that a quote line item(s) is overdue for approval, and updates the alert status to include late notice.

The user can define any number of standard or customized alerts for any phase; control who is notified for each alert; and control the naming convention used for the alert itself.

Alerts support several functions within the system.

Function Description
Alert Messaging Alerts trigger events. The event manager generates messages to certain designated recipients as a result of an alert. The messages update the original request.
Batch Scheduling All alerts associated with a phase are scheduled at once when the phase opens.