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Add an Alert to a Contract

An alert is a notification sent to one or more users about events taking place in the system, according to predefined conditions defined in alert profiles. While alert profiles can be configured for events taking place in the system as a whole, they can also be defined for a specific contract.

When creating an alert profile for a specific contract, predefined values for each field are displayed based on the contract details. These values can be modified as required. For more information on alert profiles, see Alert Profiles.

Follow these steps:

  1. In the Contracts page, click next to the contract for which you want to create an alert and select Add Alert Profile.

    The Alert Profile Details page opens.

  2. Follow these steps:
  3. Click Add Alert.

    The Alert Profile Details page opens.

  4. Enter a name for the alert in the Name field.
  5. Modify the fields as required. For more information on modifying alerts, see Modifying Alert Profiles.
  6. Click Save.

    The alert is added to the contract.