Monday, March 11, 2019

Saved Search of approved Sales Orders to send notification emails to Sales Reps

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

2. Click Transaction.

3. Modify Search Title.

4. On the Criteria tab > Standard subtab > Set the following Filters:
- Type is Sales Order
- Main Line is true
- Date – set the desired date for the transactions

5. On the Results tab > Columns subtab > the following Fields are suggested:
- Date
- Number
- Name
- Amount

6. On the Emails tab > set the following:
- Recipients from Results subtab > Sales Rep
- Updated Fields subtab > Field: Document Status
                                    > Old Value: Pending Approval
                                    > New Value: Pending Fulfillment

7. Save & Run.

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