Tuesday, January 15, 2019

Saved Search that will send an email alert when a sales order with a line item equal to 0.00 is created

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

2. Click on the Transaction link.

3. Enter a Search title.

4. Under Criteria tab > Standard sub tab, set the following filters:

Type = any of Sales Order

Item = none of –None-

Shipping Line = False

Tax Line = False

Amount = equal to 0.00

5. Under the Results tab > Columns sub tab, add the following fields:


Document Number



6. Under Email tab, mark the Send Email Alerts When Records are Created/Updated checkbox.

7. Under Email tab > Specific Recipients sub tab, select a name/s.

8. Hit Save & Run button and check the results.


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