Monday, June 10, 2019

Search to receive an email alert when quantity ordered exceeds quantity on hand


1.     Navigate to Lists > Search > Saved Searches > New.

2.     Select Transaction in the list and rename the Search Title.

3.     On the Criteria tab > Standard subtab, set the following filters:
**Type is Sales Order
**Main Line is false
**Formula (Numeric) is greater than or equal to 1 | Formula = {quantity}-{item.quantityonhand}

4.     On the Results tab > Columns subtab, add the following fields:
**Document Number
**Item: On Hand

5.     On  the Email tab, put a check mark in the Send Email Alerts When Records are Created/Updated box.

6.     On the Email tab > Specific Recipients subtab, select the recipient's name from the Recipients column dropdown.

7.     Click the Save & Run button.

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