Wednesday, May 1, 2019

Saved search to send an email alert once a Purchase Order has been received

To create the saved search please follows these steps:

1. Navigate to Lists > Search > Saved Searches > New > Transaction

2. On the Criteria tab > Standard sub tab, add the following:
a. Type > Purchase Order
b. Status > Purchase Order:Pending Bill, Purchase Order:Pending Billing/Partially Received, Purchase Order:Partially Received
c. System Notes Fields... > Type > Change
d. System Notes Fields... > Field > Document Status
e. System Notes Fields... > Date > Date = on or after > today

3. Click the Email tab and mark the Send Email Alerts When Records are Created/Updated check box and put in your email on the Specific Recipients sub tab

4. Rename the Search Title and click Save & Run

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