Sunday, February 24, 2019

Saved Search Email Alert for Canceled Sales Orders

If user does not want to enable Send Email Confirmation when Sales Order Canceled in Setup > Accounting > Accounting Preferences > Order Management tab, user can create a saved search which will send email alert for canceled sales orders by doing the following:

1. Navigate to Reports > Saved Searches > All Saved Searches > New

2. Click Transaction

3. Enter a Search Title

4. In the Criteria tab > Standard subtab, add the following filters:

-Type = any of Sales Order
-Status = any of Sales Order:Cancelled
-Main Line = True (Yes)

5. In the Results tab > Columns subtab, add or remove fields depending on the information user would like to see in the report.

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

a.  In the Specific Recipients subtab, add user in the Recipient column.  Mark the Send on Update checkbox.

Note: If you want Recipients from Results, go to the Email tab > Recipients from Results subtab and set the corresponding recipient.

For example, Customer/Job Fields...Email.  Set Send on Update = T

b.  In the Customize Message subtab, set a custom alert/message.

7. Click Save 


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