Wednesday, November 14, 2018

Saved Transaction Search of Type = Sales Order > send an email alert when records are created/updated > on the email message > include Est. Gross Profit Percent value


1.     Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction


2.     Rename the Search Title for easy reference in the future.


3.     Under Criteria tab > Standard sub tab:


*Filter                           *Description

Type                             is Sales Order


Note: Add other preferred Criteria as necessary.


4.     Under Results tab > Columns sub tab > choose Field(s) you want the search to pull up.


5.     Under Email tab > check the Send Email Alerts When Records are Created/Updated box.


6.     Under Email tab > Specific Recipients sub tab > add Recipient(s)


7.     Under Email tab >Customize Message tab > in the message field > copy and paste below formula:


Est. Gross Profit %: <%=ROUND({tranestgrossprofitpct}*100)%>              


Note: Add other preferred Fields as necessary.


8.     Summarized Results > choose the Send within Message radio button.


9.     Click on the Save & Run button.

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