Alert Wizard

Menu Path: System Administration $Images\bluerarw.gif$ Tools $Images\bluerarw.gif$ Alert Wizard

Purpose

Create custom alerts.

Overview

Use Alert Wizard to create custom alerts that can be sent through email and/or displayed in the Main Menu window.

Note You can only set up alerts if you have permission to access security types. For more information, see Alert and KPI User Access Maintenance.

Creating Alerts

To create a custom alert:

Click the New button in the ribbon. The Alert Definitions tab is automatically selected.
Double-click the predefined alert you want to use. The alert appears in the Define Alerts field.
Enter a name for the alert in the Alert Name field.
Click the Next button in the ribbon. The Display Options tab is automatically selected.
Enter the text to display for the alert in the Alert Text field.
If you want alerts to be sent to Apprise users or user groups, specify the users and/or user groups in the Notify Apprise Users section. For each user or user group, select the check box in the Email and/or Screen column in the Selected Users or Selected User Groups grid to specify if the user or user group receives alerts by email or in the Main Menu window.
If you want alerts to be sent to specific email addresses, specify the email addresses in the Notify External Users section.
Click the OK button in the ribbon.

Updating Alerts

To update an existing alert:

Select an alert and click the Update button in the ribbon. The Alert Definitions tab is automatically selected.
Enter criteria for the alert such as Alert Name, Currency, Value of X, and Location Prefix. For more information, see the Alert Definitions Tab Fields and Buttons section below.

Example If you selected the An Order is entered for an amount greater than X alert, and you want to display an alert for orders with a monetary amount over 10,000, enter 10000 in the Value of X field.

Click the Next button in the ribbon. The Display Options tab is automatically selected.
Enter the text to display for the alert in the Alert Text field.
If you want alerts to be sent to Apprise users or user groups, specify the users and/or user groups in the Notify Apprise Users section. For each user or user group, select the check box in the Email and/or Screen column in the Selected Users or Selected User Groups grid to specify if the user or user group receives alerts by email or in the Main Menu window.
If you want alerts to be sent to specific email addresses, specify the email addresses in the Notify External Users section.
Click the OK button in the ribbon.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Alert Wizard window.
New	Click this button to create a new alert.
Update	Click this button to edit a selected alert.
Delete	Click this button to delete a selected alert.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Prev	Click this button to return to the previous step in the alert creation process.
Next	Click this button to go to the next step in the alert creation process.

Alert List Tab Fields and Buttons

Field or Button	Description
Alerts	This grid displays existing alerts, alert types, and alert criteria. Select an alert if you want to edit or delete it.

Alert Definitions Tab Fields and Buttons

Field or Button	Description
Alerts	This grid displays simple alerts and alert types that you can use. Double-click an alert you want to use. Note The available alerts are determined by the security types you are allowed to access. For more information, see Alert and KPI User Access Maintenance.
Define Alerts	Enter the alert criteria in this field. To create a simple alert, you can double-click an alert in the Alerts grid to automatically enter the criteria in this field.
Alert Name	Enter a name for the alert.
All Locations	Select this check box if the alert is for all locations. This check box is only available if you double-clicked an alert in the Alerts grid that allows you to select a single location or all locations.
Location Prefix	Enter a location prefix for the alert, or click the Lookup button to select a location prefix. This field is only available if you double-clicked an alert in the Alerts grid that includes a location criterion, and you cleared the All Locations check box (if it is enabled).
All Purchase Orders	Select this check box if the alert is for all purchase orders. This check box is only available if you double-clicked an alert in the Alerts grid that allows you to select a single purchase order or all purchase orders.
Currency	Enter the currency for monetary values for the alert, or click the Lookup button to select a currency. This field is only available if you double-clicked an alert in the Alerts grid that includes a currency value.
G/L Account	Enter the general ledger account for the alert, or click the Lookup button to select a general ledger account. This field is only available if you double-clicked an alert in the Alerts grid that includes a general ledger account.
All Trade IDs	Select this check box to send EDI alerts for all trading partners. This check box is selected by default, and is only available for EDI alerts.
Trade ID	Enter a trade ID for which to send EDI alerts, or click the Lookup button to select a trade ID. This field is only available if you clear the All Trade IDs field.
All	Select this check box if the alert is for all values of X. This check box is selected by default. If you have double-clicked an alert in the Alerts grid that includes an X value for which all values of X can be selected.
Value of X	Enter the value to use instead of X in the alert criteria for a simple alert, or click the Lookup button to select a value. This field is only available if you have double-clicked an alert in the Alerts grid that includes an X value.
List (Value of X)	Click this button to display Task Types, which allows you to select multiple Wireless Warehouse tasks for Wireless Warehouse alerts. This button is only available if you have double-clicked an alert in the Alerts grid that includes an X value for which all Wireless Warehouse tasks can be selected. If you click this button and select tasks, the check box to the right of the button is selected.
Value of Y	Enter the value to use instead of Y in the alert criteria for a simple alert. This field is only available if you have double-clicked an alert in the Alerts grid that includes a Y value.
Category	Enter a product category for a simple alert, or click the Lookup button to select a product category. This field is only available if you have double-clicked an alert in the Alerts grid that filters by product category.
Send alerts by customer PO	Select this check box to send a single alert for all created orders associated with the same customer purchase order number (instead of one alert for each order). This check box is cleared by default, and is only available if you double-clicked the An order was created for billing customer X alert.
Value of Z	Enter the value to use instead of Z in the alert criteria for a simple alert. This field is only available if you have double-clicked an alert in the Alerts grid that includes a Z value.
Subcategory	Enter a product subcategory for a simple alert, or click the Lookup button to select a product category. This field is only available if you have double-clicked an alert in the Alerts grid that filters by product subcategory.
All Suppliers	Select this check box if the alert is for all suppliers. This check box is only available if you have double-clicked an alert in the Alerts grid that allows you to select a single supplier or all suppliers.
Supplier Code	Enter a supplier code for the alert, or click the Lookup button to select a supplier code. This field is only available if you have double-clicked an alert in the Alerts grid that includes a supplier criterion, and you cleared the All Suppliers check box.
All Manual Hold Reason Codes	Select this check box if the alert is for all manual hold reason codes. This check box is selected by default, and is only available if you double-clicked the An order has been placed on manual hold alert that filters by manual hold reason code. For more information, see AvaTax Interface FAQ.
Reason Code	Enter a valid reason code for the alert, or click the Lookup button to select a reason code. This field is only available when the All Manual Hold Reason Codes check box is cleared.

Display Options Tab Fields and Buttons

Field or Button	Description
Alert Text	Enter text to display for the alert.
Single User / User Group	Select whether to send alerts to specific users or user groups.
Available Users/ User Groups	This grid displays users or user groups that are not selected to receive alerts. Double-click a user or user group you want to select, or select a user or user group, and then click the right arrow button.
	Click this button to add the selected user or user group to the Selected Users or Selected User Groups grid.
	Click this button to add all users or user groups in the Available Users or Available User Groups grid to the Selected Users or Selected User Groups grid.
	Click this button to remove the selected user or user group from the Selected Users or Selected User Groups grid.
	Click this button to remove all users or user groups from the Selected Users or Selected User Groups grid.
Selected Users / User Groups	This grid displays users or user groups selected to receive alerts. Double-click a user or user group to remove it from the grid, or select a user or user group, and then click the left arrow button. You can specify whether to send the alert via email or in Apprise in the Email or Screen grid columns.
Email	Enter an email address or Apprise user ID for a person who you want to receive an email notification. If you do not know the person's email address, you can click the Outlook Users button to select email addresses from your Microsoft Outlook address book.
Outlook Users	Click this button to display your Microsoft Outlook address book so that you can select email recipients.
Add	Click this button to add the email address entered in the Email field to the Selected Recipients grid.
Remove	Click this button to remove the email address selected in the Selected Recipients grid.
Remove All	Click this button to remove all email addresses entered in the Selected Recipients grid.
Selected Recipients	This grid displays email addresses of people that will receive the alerts. To remove a recipient, double-click their email address, or click an email address, and then click the Remove button. You can also click the Remove All button to remove all recipients.