Saturday, February 23, 2019

Saved Search that Triggers an Email Alert When Change is Made for Paid in Full Vendor Bills

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, set the following filter fields:
-----Type = is Bill
-----Main Line = is true
-----System Notes : Type = is Change
-----System Notes : Field = is Document Status
-----System Notes : Old Value = is Paid in Full
-----System Notes : New Value = is Open

5. Under Results tab, set the Sort By = Last Modified; Decending = True

6. Set the following Columns field next to Results tab:
-----Last Modified

7. Navigate to Email tab and set Send Email Alerts When Records are Created/Updated = True.

8. In the Recipient tab, select the recipients of the email alert.

9. Click Save.

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