Page 29 - Participant Guide - Unanet GovCon Using Purchasing

Purchasing Alerts Preferences

Navigate: Financials > Purchasing > Alerts

Using the Alerts Preferences screen, Purchasers can define alert criteria for all of their
POs (that is, those POs for which they are the Purchaser). Notification regarding
Performance Alerts will appear on each user's Home, Financial, and Purchasing
dashboards, and optionally sent via email. This is a convenient way to globally manage
alerts in one spot.

Alerts can be sent to users with the following roles: Purchaser, PO Owner, and
Receiver/Approver and alternates. Users will only see alerts for POs for which they
have at least one of those roles.

Alternatively, a Purchaser can manage alert definitions on a PO-by-PO basis (via the
Purchase Order > Summary > Alerts tab). The Alerts tab can also be used in
conjunction with these global alert settings to override default behavior on a PO-by-PO
basis.

(Note: Alerts are disabled by default. The Unanet Administrator controls if / when performance
alerts are generated via the Admin >> Schedule screen. By default, alerts are not scheduled to
be generated (that is, your administrator will need to enable them, defining when and at what
frequency they will be updated))

LESSON 3 PURCHASE ORDERS (PO)
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