Negotiation: actions

An action is a process or program that is triggered by an event. These processes and programs send user alert notifications and automatically resolve issues.

About this task

For example, when an order is released (the event), you can set an action to send the customer an e-mail.

To view the action details of a purchase order negotiation pipeline:

Procedure

  1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Negotiation > Negotiation Process Model. The Purchase Order Negotiation window displays.
  2. In the Purchase Order Negotiation window, choose the Actions icon.
  3. The Actions tab window displays.