Trigger Email Alert Upon Modification Of A Purchase Order’s Line Item

Scenario

In a Purchase Order Saved Search, we can modify the Criteria to trigger email alerts every time changes are made in the line item of a Purchase Order, except when they are closed or billed.

Solution

In order to trigger email alerts for line item changes on Purchase Orders, follow the steps a below:

1. Under the Criteria tab > Standard subtab, add the following filters:

• Main Line = is false
• Line System Notes Fields… > Type = is Change
• Line System Notes Fields… > Field = is any of Amount, Quantity
• System Notes Fields… > New Value = is not Closed
• System Notes Fields… > New Value = is not Fully Billed

1. Under the Results tab > Columns subtab, add the following fields:

• Line System Notes : Old Value
• Line System Notes : New Value
• Line System Notes : Field
• Line System Notes : Set by

1. Under the Email tab,mark SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED box

1. Under Email tab > Specific Recipients subtab, select Recipients and mark the Send on Update box

1. Hit Save & Run.