Create an alert when the Payment Terms are changed on a Vendor, where Prepayment % is not zero.
This example follows the same steps covered in Creating a new alert using the Wizard.
Step by Step
- From Alert Entries, select Create Alert.
- Select the Vendor table. The Trigger will be When a specific Field or Fields change. In the Fields section select the Payment Terms Code field.
- The alert should only be sent when the Vendor Prepayment % field is not zero.
- Select who should be notified. See the Change who an alert is send to guide for options on alert recipient setup.
- Select when the alert should be sent. See the How to schedule Alerts guide for options on schedule setup.
- Review the settings and select Finish to create the Alert