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ID324 - Alert on New Sales Order for Specified Bill To Customer Overview & Sample:

Alert for new sales orders created for specific bill to customers based on a custom property.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This alert will trigger for new sales orders created where the Bill To customer on the order has the custom property specified in Variable W set to enabled. There does need to be an ordered by contact set on the order for the alert to trigger. See ID361 for an alert that will trigger on the custom property set at the main customer level of the sales order.

 

Run Schedule:  Every 10 minutes

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Variable W: Customer Property - Name of the custom property to enable sending of this alert.

 

 

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Alert Functionality

Alert Functionality

1. Sales order must have an ordered by contact set.

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2. Bill to customer on order must have the custom property defined in Variable W set to 'Enabled'

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3. The alert will only trigger on the sales order once.

 

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Best Practices & Tips

Best Practices & Tips

 

Custom Property Set Up

Custom Property Set Up

Attribute name = ZCJAlert324Enable

Description = Alert 324 New Sales Order Created

Data type = User-Defined List

Options = Enabled, Disabled

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When this custom property is added to the customer configuration, the default will be set to 'Disabled', so as not to trigger the alert for any customers. Update the customers to be alerted on by changing the custom property value to 'Enabled'.

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Related Alerts

Related Alerts

ID361 - New Sales Order Created for Specified Customer

 

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