Access phase definition alert controls

User roles: Request Coordinator, Request Administrator, System Administrator

You can access phase definition alert controls in Request Management for quotes, line items, or orders.

To access phase definition alert controls for quotes, line items, or orders:

  1. Click one of the following:
    • Request Management > Quotes > Quote Phases
    • Request Management > Line Items > Line Item Phases
    • Request Management > Orders > Order Phases
  2. Add optional search criteria, and then click Search.

    A list of phase records opens.

  3. Click a phase name to open it in the form.
  4. Click the Alerts tab. The phase record specifies certain alert controls. Alert controls on the phase record form include the following:

    ControlDescription
    ResetSets the status of all current alert records associated with the current quote or order to inactive and marks the last action field as reset. Then it schedules a calculate alert record to recalculate the item’s alerts and restart the alerts process.
    ReevalRetrieves each Alert associated with the quote or order and performs the following processing.

    If current alert status is active, Service Manager reevaluates the alert condition and updates the alert to reflect the correct status.
    If the alert status is not active, Service Manager reevaluates the alert condition. If this condition is true, Service Manager:
    1. Sets the status to Scheduled.
    2. Sets the last action to Recalc.
    3. Sets the action time to the current date/time.
    4. Reevaluates the Schedule Condition. If this condition is true, Service Manager recalculates the Alert Time and updates the status to Scheduled. If this condition is false, Service Manager sets the status to Not Required.