Scenario:
Daily at a specific time, mail need to be sent to all sales associates of that particular the sales ordered with back ordered item notifying about the item backordered in the sales ordered.
Solution:
Solution
Navigate to Reports > Saved Searches > All Saved Searches > New
Select Transaction
Under Criteria tab > Standard sub tab, Add:
Type = Sales Order
Main Line = False
Shipping Line = False
COGS Line = False
Tax Line = False
Formula (Numeric) | Formula: {quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0) | Description: greater than 0
Under Results tab >Columns tab> Add the Following Fields
Name | Group ()
Sales Associate (Custom Body) | Group
Document Number | Group
Item | Group
Formula (Numeric) | Minimum | {quantity}-nvl({quantityshiprecv},0)-nvl({quantitycommitted},0) | Back ordered Quantity
Under the Email tab>
Check Send Emails according to schedule
Under the Recipients from Results subtab.
Recipient field: Sales Associate (Custom Body)
Under the Schedule subtab.
Set Daily event and Add Repeat every day(s) as 1
Set the series start date
Provide the Start Time
Hit Save & Run.