SCENARIO:

The client requires to get report every month regarding the rejection reason for the transaction to mitigate the issue and streamline the process more efficiently.

SOLUTION:

Create a saved transaction type report and schedule the report monthly.

criteria:

• Date is within last month
• Main Line is true 
• System Notes : Field is Rejection Reason (T) 
• System Notes : New Value is not empty 
• Tax Line is false 
• Shipping Line is false 
• COGS Line is false

Result:

• Date; summary type Group        
• Period; summary type Group            
• Type; summary type Group             
• Document Number ; summary type Group              
• System Notes : New Value; summary type Group (Custom label   REASON )  
• Created By ; summary type Group            
• System Notes : Set by ; summary type Group      (Custom label   Rejected By )

Audience:

• All roles

Email:

Check following Box

• SEND EMAILS ACCORDING TO SCHEDULE
• SUMMARIZE SCHEDULED EMAILS

Specified recipients provide name of the employees to whom the report should be send

Customize the message:

• Provide subject
• Provide introduction
• Select type of file to be attached in email
• check the INCLUDE VIEW RECORD LINK

Schedule:

• Select monthly event
• select start date
• select the start time
• check the no end date