Configure Alerts

Alerts are useful when you need to set thresholds for a price point and thus communicate what values need attention. There are three alert levels, each bound with a certain color which is applied to the given cell/row:

Yellow – Typically used for values with medium severity.
Red – Typically used for values with high severity.
Critical (red with a crossed circle) – Typically used for values with very high severity.

Alerts can be displayed in Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans and Price Lists.

Note: This feature is available since version 11.0 and only in the React version of the UI.

Example:

Yellow alert:	Critical alert:

The alerts are displayed in the following way:

Critical alert marks the whole row.
Red/yellow alert marks only one cell (which triggered the alert).
For all alert types, a horizontal stripe is displayed in the check-box column to indicate that there is an issue in that row, which might otherwise be easily overlooked, especially if the column concerned is hidden.
On the Header and Items tabs of Quotes, Agreements/Promotions, Rebates and Compensation Plans, a count of line items with alerts is displayed after a calculation is run. You can click the alert icon to display only items with the corresponding alert level.

How to set an alert:

Select the price element for which you want to set up an alert.
On the Alerts tab, select from the drop-down list an Operator (e.g., <, >) for the desired alert type.
Enter the Threshold.
For percentages enter decimal numbers: 0.1 instead of 10%.
Enter a Message (text). This text will be displayed in Quotes and Price Lists.

To set up the alerts in Groovy, use api.criticalAlert(String msg), api.redAlert(String msg), api.yellowAlert (String msg).

For more details see the API Documentation.