Manage Email Alerts

Your Company Administrator has set up a series of email alerts, which you can specify to receive, including the:

Type of alert - for example, an overdue shipment

Alert threshold, that is, the number of hours before/after you receive the first alert. For example, 24 hours after a shipment is overdue.

Number of alerts per document; for example, 2.

Alert frequency, that is, number of days between alerts. For example, 1 day.

Use this procedure to determine and set up the alerts that you want to receive. You can also specify that suppliers also receive certain alerts.

Note: You cannot change the type of alert, the alert threshold, the number of alerts, or the alert frequency. Contact your Company Administrator if you have any issues with the settings.

See also “Modify Your Email Alert Settings” on page 407.

To set up your personal email alerts for the first time

1	Click the Account Manager tab > Service Configuration > User Alert Settings.

The Business Process Manager Event Notifications page opens to the User Settings tab.

2	To set up your first Supplier Company:

a	Click Actions, and click Add Supplier Company.

The Search pop-up opens.

b	Enter the complete or partial Supplier Company name, and click Find.

The search results display.

c	Select the Supplier(s), and click Submit.

The Supplier(s) are listed in the Alert Management section, followed by the types of alert(s) your Company Administrator has set up for your company.

3	Repeat these steps for all supplier companies in which you are interested.

4

Optionally, in the Default Email Distribution section, enter your email address to ensure all email alerts for all supplier companies selected in the next step are sent to you. You can add additional recipients, but they receive all email alerts that you select. You can add recipients for specific alerts in specific companies in step 6.

a	Click Modify List.

A list opens.

b	Select the recipient you want all alerts that you select to be sent to. If you do not find the recipient you need, see the “Define Service Contacts” topic.

c	Click Submit.

The recipient(s) display in the Default Email Distribution section.

Note: To remove an address from the distribution list, select it and click Delete.

5	In the Alert Management section, select the alert(s) you want to receive for each supplier company. For alert definitions, see “Field Descriptions and Terms” on page 408.

6	To add additional recipient(s), such as the supplier, to an alert you selected, do the following:

a	Click the icon adjacent to the selected alert.

A pop-up opens

b	Click Modify List.

c	Select the recipients you want this alert to be sent to. If you do not find the recipient you need, see the “Define Service Contacts” topic.

d	Click Save

7	Repeat these steps for other alerts you want to add an additional recipient(s) to.

8	Click Actions, and click Save Alert Settings.

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

Copyright © 2016 Open Text. All rights reserved. Trademarks owned by Open Text.