Tuesday, March 5, 2019

Sales Order Saved Search Email Alert When Quantity Ordered Exceeds Quantity on Hand

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

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

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

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

6. Under the Email tab, Specific Recipients subtab, select the name/names of recipients in the Recipients column dropdown.

7. Click the Save & Run button.

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