Configuring Alerts

This section discusses how to configure an alert in the SRM portal. You can configure the same alert multiple times, where the portal form displays each instances of the alert separately.

1. On the Configurable_SRM Component form, click the Edit Configuration link to launch the Select Alerts for Configuration form.

2. On the Select Alerts for Configuration form, select an alert from the Available Alerts grid, and move the alert to the Selected Alerts grid using the right-pointing arrow button. You use the Edit and Delete icons to edit or delete a specific alert in the Selected Alerts grid.

3. To change the order of a selected alert in the grid, use the Move Up and Move Down Arrows.

   Note: You should move the alert to the top of the grid in order to configure the alert.

4. Click the Save/Next button.

5. On the Configure Alert Parameters form, you use the user role radio button for whom you are setting up this alert. You can either select the user role as buyer or supplier when you log into the portal.

   You use the Supplier radio button to specify the user role as Supplier to set up the alert.

   Note: If the user logs into the portal as a supplier (who has record in the Supplier Master table) then the user role defaults as supplier.

   You use the Date Type field to select the date on which you want to base the alert.

   You use the Days Thru field to enter the number of days that are represented by the variable x. The system displays purchase orders that are awaiting shipment within the number of days that you specify.

   You use the Previous button to go back to the previous page.

   Select the records and click Save/Next button to save the configuration.