Receive Alert when Customer Balance is Greater Than the Credit Limit Set on the Customer Record.

Upon creation of sales orders/invoice, to receive an alert when customer balance including unbilled balance is greater than the credit limit set on the customer record, perform the following:

1.      Navigate to Transactions > Management > Saved Searches > New.

2.      Click Transactions.

3.      Under Criteria tab and Standard subtab, set the following:

1.      Type = Sales Order, Invoice.

2.      Date Created = Today

3.      Main Line = Yes

4.      Formula (Text): set value = Y
       CASE WHEN ({customer.balance}+{customer.unbilledorders}) > {customer.creditlimit} THEN 'Y' ELSE 'N' END

4.      Under Results tab and Columns subtab, set the following:

1.      Name

2.      Number

3.      Customer Fields: Balance

4.      Customer Fields: Unbilled Orders

5.      Formula (Currency) = {customer.balance}+{customer.unbilledorders}

6.      Customer Fields: Credit Limit

5.      Under Email tab, set the following:

1.      Mark Send Email Alert When Records are Created/Updated.

2.      Specific Recipients subtab - set the specific recipient of the alert.

6.      Set a custom name for the search.

7.      Click Save.