Saturday, February 16, 2019

Create Custom Reminder for Picking Tickets to Print

You can create a saved search and add it as a custom reminder.

To create the Saved Search:

1. Go to Lists > Search > Saved Searches > New > Transaction
2. Under the Criteria tab > Standard sub tab, add the following:

   • Type is Sales Order 
   • Printed Picking Ticket is false 
   • Main Line is true 
   • Payment Event Hold Reason is none 
   • Status is any of Sales Order:Partially Fulfilled, Sales Order:Pending Billing/Partially Fulfilled, Sales Order:Pending Fulfillment

3. Mark Public and Available for Reminders boxes
4. Give it a name and save.

To add the search in the reminder:

1. Click Setup in the Reminders portlet
2. Click Add Custom Reminders
3. Select the search created earlier
4. Save

We have no standard reminder for this yet. See enhancement request# 51046.

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