The steps below are specific to Purchase Request alerts, however the same process applies to Sales Requests, PIR or even Workflow Forms.
Log in to FinOps Administrator.
Click System Options, Purchasing, Purchase Requests Setup
Select the Purchase Request type that needs alerts adding
Click Edit
On the Approval tab, select a stage to add the alerts to.
Click Edit
On the Alerts tab, to add a new alert, click Insert.
Complete all the required fields:
Name: This is the name of the alert and is just so that it can be identified.
Send When: This field relates to when the alert should be sent out and the Recipient Type relates to who should receive the alert. An email address can be specified, or there are options for Initiator/Approver/Submitter etc which will be dynamic and relate to the transaction itself.
Sender Type: This field should be left as Default unless the email needs to be sent from someone specific.
Subject and Body: These fields relate to the subject and main body of the email that will be received.
Available Fields: This is a list of fields that the user can add to the body of the email, which will be replaced with the real-life value whenever an email is sent. For example Document Link would be replaced with an actual hyperlink to the transaction that needed approval and Initiator would be replaced with the name of the user who initiated the transaction.
Once the alert is configured, click OK to save.