Vendor Alerts
| Document Version | v4 |
|---|---|
| Document Last Updated | 3/10/25 |
| Software Version Documented | v10 |
Task/Problem Overview
This knowledge base article will cover vendor alerts. There are a number of different accounting scenarios in Savance Enterprise where you might want to automatically have an email alert sent out to internal staff when one of the following Vendor scenarios happen. They are:
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Credit Limit Reached - This alert is triggered when you have exhausted your credit limit with a vendor. It is sent out when creating a purchase order for a vendor that uses up the last of your available credit. You will receive one notification when this happens. Another notification will not be sent until you have available credit again and use that up.
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Receiving - When a shipment is received from a vendor, a receiving alert is sent. This happens when a receiver is posted to the Received stage. One notification is sent out per receiver.
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Outstanding Balance Older Than X Days - If there are any unpaid balances with a vendor greater than the number of days specified, then an email alert will be sent out to you. This alert is sent out on a monthly basis.
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Delayed Order Converted Where Lead Time Cannot Be Met - This alert will notify you when a person marks an order as “delayed” however based on your lead times you will not be able to receive the material for shipment in time.
E-mail notifications are configured on the Alerts tab, which is found in the Vendor Manager. Place a checkmark next to the alert you would like to activate, and then choose the internal staff that should receive the alert. This is an account-level configuration, meaning that you can pick and choose which alerts to use for which vendors.
To assign internal staff to a specific alert, hit the binoculars icon next to it. The following screen comes up. You can choose to search for customer contacts (contacts that are associated with an account) or system users (internal staff). You can also use a contact that is associated with a different account if desired. Type in some search criteria to find the contact you are looking for. Once located, you can highlight the contact in the search results pane and hit the down arrow to associate the contact with the alert. You can also specify multiple contacts to receive the same alert, as well.
NOTE: Email Server will need to be setup and Email Address email alerts are sent from setup at Amin>Administrator>Sites>Site Info Email Address
