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How to Create or Delete a Spend Alert  
 
Summary: Follow the steps on this page to create a Spend Alert at Marketplace Preview.

For information on Spend Alerts, please see Spend Alerts Overview.

What to do How to do it
1 Gather the information for your Spend Alert.
  1. Decide what type of purchase you want to monitor. You can monitor all purchasing activity or activity for the following purchases:
    • Computers
    • Custodial supplies
    • Furniture
    • Hardware supplies
    • Lab supplies
    • Office supplies
    • Technology items
  2. Decide the dollar amount of the purchases you want to monitor.
  3. Decide the index, fund, or organization code you want to monitor. You can monitor by:
    • A single index
    • All indexes with a particular prefix
    • All indexes with a particular prefix assigned to a specific fund
    • All indexes for an individual organization code that use a particular fund
  4. Decide if other individuals need to be notified by the Spend Alert. If so:
    • Obtain their e-mail addresses.
    • Tell them you have created the Spend Alert.
  5. Decide when you want to receive notices. You can:
    • Receive an e-mail immediately after a purchase
    • Receive a daily summary at 2:30 p.m. of all purchases.
2 Create a Spend Alert.
  1. Go to the Marketplace Preview buying site.
  2. Log in using your Single Sign-On user ID and password. If you have not registered with Single Sign-On, read How to Self-Register.
  3. Create your alert:
    • Click the Spend Alerts link.
    • Choose your Spend Alert options.
    • Click the Create Spend Alert button
    • .
Note: You must have a Marketplace Preview profile to create a Spend Alert. If you don't already have a profile, please see Marketplace Preview Profile.

3 Receive your alert notification.
  1. Marketplace Preview automatically sends an e-mail to you and others listed using the options you selected.
4 Delete a Spend Alert.
  1. Go to the Marketplace Preview buying site.
  2. Log in using your Single Sign-On user ID and password.
  3. Click the Spend Alerts link.
  4. Locate the alert you want to delete and click the corresponding Remove This Alert button.


Questions? Contact a Marketplace Preview customer service representative, (858) 534-7467.


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Last reviewed/updated on July 21, 2008 (see more info)
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