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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC | Create Email Alert for Sales Order Exceeding Quantity Available
Scenario: Users would like to be notified of Sales Orders that exceed Quantity Available.
A Saved Search Alert can be created to show Sales Orders that the Quantity Ordered exceeds the Quantity Available.
Here are the steps we may take to create the Saved Search:
1.Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Under Criteria tab, add the following:
- Type = Sales order
- Main Line = False
- Formula (Numeric) = greater than or equal to 1 | Formula = {quantity}-{item.quantityavailable}
4. Under the Results tab, add the fields:
- Item
- Document Number
- Quantity
- Item Fields… = Available
5. Click Email tab
6. Mark Send Email Alerts When Records are Created/Updated
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