Alerts

Alerts allow you to keep informed of important system activity. When an alert is triggered, the alert either appears in a panel in the Main Menu window or is emailed to one or more users.

You can set up simple alerts in Alert Wizard. Simple alerts are predefined alerts, for which you simply enter a single criterion.

The following simple alerts can be set up:

Type	Alert
Accounts Payable	Created an AP voucher for an amount greater than X
Accounts Payable	An AP voucher has been placed on hold
Accounts Payable	An AP payment has been on hold for authorization
Accounts Receivable	AR write-off was done for an amount greater than X
Accounts Receivable	A chargeback was created
Accounts Receivable	A chargeback was created for customer X
Accounts Receivable	An invoice was created with zero tax due to tax integration errors
Cash Flow	A payment has been made for customer X
Cash Flow	An A/P prepayment has been done for more than X
Cash Flow	An A/P prepayment has been done for supplier X for more than Y
Cash Flow	An A/R credit memo has been created for an amount greater than X
Cash Flow	An NSF invoice memo has been created for an amount greater than X
Credit	Updated credit Limit greater than X at Customer Level
Credit	Updated credit Limit greater than X at Customer Group Level
Credit	Updated credit Limit greater than X at Customer Division Level
Customer	Prospect converted to Qualified Prospect
Customer	Prospect converted to Qualified Prospect using template X
Customer	Qualified Prospect converted to Customer
Customer	Prospect converted to Customer
Customer	Prospect converted to Customer using template X
Customer	New customer created
Customer	A credit memo was created for customer allowances
Customer	A credit memo was created for customer allowances for customer X
Delivery Date	Delivery Date on PO is Updated
Delivery Date	Delivery Date on Shipment is Updated
Delivery Date	Delivery Date on Container is Updated
Delivery Date	A delivery date for product X was updated
Demurrage Date	Demurrage Date on Container Updated
Dest JE Failed	Destination Journal Entry Failed
EDI	A transaction of EDI form X was received.
Failed Shopping Cart	A shopping cart imported failed.
GL Account Balance	G/L Account Balance for Account X is above Y or below Z
Inventory	Available inventory of product X at specified location falls below Y units
Inventory	Received a product that is on Back Order
Inventory	Quantity on hand of product X at specified location falls below Y units
Inventory	Available inventory of product in a specified category/subcategory falls below X units
Inventory	Quantity on hand of product in a specified category/subcategory falls below X units
Inventory	Received a product that is not in stock
Inventory	A bin move line was short picked
Inventory	A defective quantity was entered
Inventory Quantity Adjust	Inventory Quantity Adjusted
Inventory Quantity Adjust	Inventory Quantity Adjusted for Product X
Manufacturing	A work order has been placed on cost variance hold.
Miscellaneous	Return Order is confirmed
Mobile Sales Rep	Mobile Sales Rep Order Failed
Notes Reminder	Notes Reminder NOTE This alert type is obsolete and will be removed in a future release. For information on creating reminders for notes, see Notes Entry
Orders	An Order is entered for an amount greater than X
Orders	An order was created for customer X
Orders	An order was created for billing customer X
Orders	Order total updated by an amount greater than X
Orders	Sales order price was changed manually.
Orders	An order has been placed on forecast hold
Orders	An order has been placed on credit hold
Orders	An order has been placed on manual hold
Orders	A line item was cancelled for order X
Orders	An order was created for order class X
Orders	A sales order line was backordered for subcategory X
Orders	A sales order line was backordered for product X
Orders	A sales order line was backordered for style X
Orders	A sales order line was backordered for category X
Orders	A backorder was cancelled
Orders	Order has been released from credit hold
Orders	An order line was backordered due to automatic deallocation
Orders	An order line was on backorder with blank promise date
Pick Demand	A pick demand line is short picked.
PO Acknowledgment Task	EDI Order Acknowledgment Alert created for trading partner X
PO Container	Container Created
PO Container	Container Updated
PO Container	Container Deleted
PO Container	Container Received
PO Container	Container line is received short
PO Shipment	Shipment Created
PO Shipment	Shipment Updated
PO Shipment	Shipment Deleted
Product	Product Created
Product	Product Active
Product	A product's status was updated to X
Product	A product was marked as Can Be Sold
Product	Purchase cost matrix was updated
Production Monitoring	Production Monitoring Task Assigned
Production Monitoring	Production Monitoring Alert
Purchase Cost	Purchase cost matrix was updated for product X
Purchase Orders	A Purchase Order is entered for an amount greater than X
Purchase Orders	Product X is entered on a purchase order
Purchase Orders	Purchase Order total updated by an amount greater than X
Purchase Orders	Updated Expiration date on PO beyond X days
Purchase Orders	Updated data on a PO after the Expiration date
Purchase Orders	Updated Required date on PO beyond X days
Purchase Orders	Purchase Order Received
Purchase Orders	A purchase order is awaiting approval
Purchase Orders	Purchase order line is received short
Purchase Orders	A purchase order was voided
Purchase Orders	Style X was entered on a purchase order
Supplier	New supplier created.
System Administration	Next occurrence of external process task X has been completed
System Administration	Every occurrence of external process task X has been completed
System Administration	External Process Exception Creation
Terms	Updated Terms on customer X
Terms	Updated Terms on Any Customer
Warehouse	Bill of Lading Created
Wireless Cycle Count	Wireless cycle count below bin allocated quantity
Wireless Cycle Count	Wireless cycle count below order allocated quantity
Wireless Warehouse	A wireless warehouse task for task type X was on a status of Y
Work Order Notify	Work Order X confirmed and Inventory Adjusted

Alerts may also be created based on supplier production monitoring and product lifecycle management alert rules set up in Monitoring Rule Maintenance and Lifecycle Rule Maintenance. Alerts are also automatically created to inform users of assigned supplier production monitoring and product lifecycle management tasks. Alerts are created for assigned supplier production monitoring and product lifecycle management tabs and sections if the tabs and sections have prerequisites.

For information on pick alerts, see Pick Alerts.