Reports on newly created Purchase Orders from the last 3 days with the option to report on ALL or just those missing a cost.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Monitors newly created Purchase Orders by UserID so you can review the entry and ensure the cost associated with each item. This is a great tool for tracking entries created by a new employee. You select via variables specified UserIDs and whether to monitor all POs or just those missing cost.
Alert will continue to trigger on items for Purchase Orders created in the last three days until fixed or the Purchase Order becomes older than three days.
Run Schedule: Daily AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Login UserID of users you want to trigger on (not Name) (separate by comma or blank for ALL)
Variable X: Enter 'ALL' to trigger on all POS, or leave blank to trigger only on $0 items
Variable Y: Branch numbers alert should fire on (separate multiples by comma or leave blank for ALL)
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Alert Functionality
Alert Functionality
1. Alert looks at all Purchase Orders created in the last 3 days and continues to report on the same Purchase Orders until either (1) cost is entered (if you have VariableX blank) or (2) once those 3 days have passed.
2. Alert will consider the specified UserIDs listed in VariableW or consider ALL UserIDs if VariableW is left blank.
3. Alert set via VariableX whether to report on ALL newly created Purchase Orders or just Purchase Orders with no cost.
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Best Practices & Tips
Best Practices & Tips
1. There is no way to keep a Purchase Order from reporting. POs, however, will only report daily for 3 days max.
-Sample Purchase Order with NO COST:
2. Users may also want to review Item Record cost settings to avoid missing costs on POs in the future:
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Related Alerts
Related Alerts
ID233 - Purchase Orders Created for variable criteria
ID833 - New Purchase Order Created Summary
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