Define Alerts

To define alerts

1	Click the Account Manager tab > Service Configuration > Buyer Alert Management or Supplier Alert Management.

The Business Process Manager Event Notifications (or Supplier Settings) page opens to the Notifications tab.

2	In the top area (optional):

Field	Description
Preferred Email Language	Select the language in which you prefer to receive emails
“From” email address	Change to represent the buying organization. The address that displays is the address that you made your Default Contact when you added your “Service Contacts.”
Email Addresses	Enter the email addresses for the recipients that you defined when you added your “Define Service Contacts” who should receive all email alerts (that you select) for all suppliers. Note: This list should not include your buyer users; they select the alerts they want to receive. To do so, select Other Contacts, and click Modify List.
Frequency	Enter the number of days between alerts when specifying multiple alerts. For example, if you enter 2, and then select to generate a maximum of 3 alerts for Overdue Shipments, Active Orders generates Overdue Shipment alerts over 6 days — one alert every 2 days for a total of 3 alerts.

3	In the New Documents section (suppliers), enter or select:

Field	Description
New Order	Generate an email whenever the Buyer submits an Order to Active Orders.
New Remittance Advice	Generate an email whenever the Buyer submits a Remittance Advice in Active Orders.
New Order Forecasts	Generate an email whenever the Buyer submits a New Order Forecast in Active Orders.
Delivery Method	Whether to generate an Email or display it in the Message Center on the Operations Center page or both. Select for each option.

4	In the Invoice section (suppliers), enter or select:

Field	Description
Rejected Invoice	Generate an email whenever the Buyer rejects an non-DSD Invoice in Active Orders.
Rejected DSD Invoice	Generate an email whenever the Buyer rejects a Direct Store Delivery Invoice in Active Orders.
Delivery Method	Whether to generate an Email or display it in the Message Center on the Operations Center page or both. Select for each option.

5	In the Shipments section (buyers and suppliers), enter or select:

Field	Description
New Ship Notice Arrival	When a supplier submits a Ship Notice in Active Orders.
Overdue Shipment	When a supplier does not submitted a Ship Notice by your Requested Arrival Date in the order. In Threshold, enter the number of hours after the Requested Arrival Date that you want to generate the first alert. In Maximum number of alerts, enter the total number of alerts you want to generate.
Pending Shipment	Before a shipment is due. This is a proactive alert, based on your Requested Arrival Date in the order, that your buyers might want to send to their suppliers as a reminder. In Threshold, enter the number of hours before the Requested Arrival Date that you want to generate the first alert. In Maximum number of alerts, enter the total number of alerts you want to generate.
Delivery Method	Whether to generate an Email or display it in the Message Center on the Home page or both. Select for each option.

6	In the Invoice section (buyers), enter or select:

Field	Description
New Invoice	When a supplier submits a non-DSD Invoice to Active Orders.
New Direct Store Delivery (DSD) Invoice Arrival	When a supplier submits a DSD Invoice to Active Orders.
Delivery Method	Whether to generate an email or display it in the Message Center on the Home page or both. Select for each option.

7	In the Orders section (buyers and suppliers), enter or select:

Field	Description
New Order	When a supplier acknowledges an order in Active Orders.
New Order Acknowledgement	When a supplier acknowledges an order in Active Orders.
Overdue Order Acknowledgement	When a supplier has not acknowledged your order within a certain amount of time. In Threshold, enter the number of hours after you submit the Order that you want to generate the first alert. In Maximum number of alerts, enter the total number of alerts you want to generate.
Rejected Order Acknowledgements	When a supplier rejects an order in Active Orders.
New Commitments	When a supplier generates an “order promise” committing to the dates and quantities for the delivery of items that you requested.
Overdue Commitments	When a supplier has not entered commitment data within a certain amount of time. In Threshold, enter the number of hours after you submit the Order that you want to generate the first alert, In Maximum number of alerts, enter the total number of alerts you want to generate.
Missed Commitments	When a supplier did not send the correct item quantity or ship the items you requested according to the commitment data the supplier sent.
Delivery Method	Whether to generate an email or display it in the Message Center on the Home page or both. Select for each option selected.

8	In the Out of Stock section (buyers and suppliers), enter or select:

Field	Description
Out of Stock	Enter the total number of alerts you want to receive when a product is out of stock.
Delivery Method	Whether to generate an email or display it in the Message Center on the Operations Center page or both.

9	In the UCCEAN Prefix Code section (suppliers), enter your unique prefix value required for the generation of UCC/EAN-128 complaint barcodes.

The UCCEAN code is the standard encoding format for barcodes.

10	In the New Order Forecasts section (buyers), enter or select:

Field	Description
New Order Forecasts	Track when a Supplier submits a planned material purchases.
Delivery Method	Indicate how to display it in the Message Center on the Home page.

11	In the New Credit section (buyers), enter or select:

Field	Description
New Credit	Track when a Supplier submits a Credit Note to Active Orders
Delivery Method	Indicate how to display it in the Message Center on the Home page.

12	In the New Debit section (buyers), enter or select:

Field	Description
New Debit	Track when a Supplier submits a Credit Note to Active Orders
Delivery Method	Indicate how to display it in the Message Center on the Home page.

13	In the Order, Invoice Mismatch Alert section (buyers and suppliers), select the Order, Invoice Mismatch Alert to track order and invoice discrepancies, and select what you want to base mismatches on:

Field	Description
Quantity	When the Order line Quantity does not match the Invoiced line Quantity.
Unit Price	When the Order line Unit Price does not match the Invoiced line Unit Price.
Extended Price	When the Order line Extended Price does not match the Invoiced line Extended Price.
Number of Days	Enter the number of days to keep the alert on the Message Dashboard.
Delivery Method	Whether to generate an email or display it in the Message Center on the Home page or both.

14	In the Order, Ship Notice Mismatch Alert section (buyers and suppliers), select the Order, Ship Notice Mismatch Alert to track order and ship notice discrepancies, and select what you want to base mismatches on.

Field	Description
Quantity	When the Order line Quantity does not match the Ship Quantity.
Unit of Measure	When the type of measure for the item stated on the Order does not match that of the Ship Notice.
Buyer Item ID	When the number or code that you assigned to the line item on the Order does not match that of the Ship Notice.
Number of Days	Enter the number of days to keep the alert on the Message Dashboard.
Delivery Method	Whether to generate an email or display it in the Message Center on the Home page or both.

15	Click Actions, and click Preview Alert and Notification Changes.

16	Review your settings, click Actions, and click Save to activate your settings.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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