Alerts are email notifications sent out to users to advise them when a transaction is waiting for approval, fully approved or rejected.
Alerts can be sent for any type of transaction in the system so to edit an alert, apply the steps below to whichever part of the system you need.
Log in to FocalPoint Administrator
Click on System Options and then choose whichever area of the system you wish to edit an alert for (Purchasing, Purchase Requests Setup/Sales & Billing, Sales Invoice Setup/Purchasing, Invoice Register Options etc). If there are multiple types of the transaction, you may need to highlight the relevant one and click Edit
Once you have the transaction window open, click on the Approval tab
Highlight the approval stage that contains the alert you wish to change and click Edit
Click on the Alerts tab
Highlight the alert you wish to change and click Edit
The alert will open in a new window and here you can modify the alert settings and text as required
Once you have made all the required changes, click OK on all open windows to save