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ID361 - New Sales Order Created for Customers with Custom Property VariableW Enabled Overview & Sample:

 

Alert for new sales orders created for specific 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 main customer on the order has the custom property specified in Variable W set to enabled.  See ID324 for an alert that will trigger on the custom property set at the main customer level of the sales order.

 

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

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Variable W: Custom Property - Name of the custom property used to trigger the alert.

 

 

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Alert Functionality

Alert Functionality

1. The customer on the sales order must have the custom property specified in Variable W set to 'Yes':

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2. Only items where the quantity canceled does not match the total quantity for the item will display on the alert email.

3. The order will only trigger the alert one time.

Note that when first installed, it will alert you to orders from the last 3 days. From then on, it will only trigger on new orders.

 

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Best Practices & Tips

Best Practices & Tips

 

Custom Property Set Up

Custom Property Set Up

 

Attribute name = ZCJAlertOnNewSalesOrder

Description = Alert when new Sales Order created - ID361

Data type = Yes/No

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When this custom property is added to the Customer custom property configuration, the default value will be set to 'No' so as not to trigger the alert for all customers. Update the specific customers to monitor to have this custom property set to 'Yes'.

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Related Alerts

Related Alerts

ID324 - Alert When New Sales Order Created for Specified Bill To Customer

 

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