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