How to Setup an OTBI Agent to Alert Buyers about Expiring Agreements Using User Name
SummaryHow to Setup an OTBI Agent to Alert Buyers about Expiring Agreements Using User Name
You want to periodically alert buyers when their agreements are nearing expiration.
You can create a report that lists agreements nearing expiration, filtered by the buyer named on the agreement. You can setup an agent to run the report on periodic basis, so that each buyer gets a list of agreements that need to be reviewed or renegotiated.
You can download the folder and modify the report and the agent within to meet your business needs: