(06.24.02-00) Rules

Rules are User-defined custom criteria which trigger sending Alert or Notification, either through On-Screen Display and/or an E-mail. These trigger help the user be informed about changes to data - For Example: Creation of a new Company or Opportunity, or A labor position being modified. A usual rule configuration is primarily based on three aspects - The chosen Data Source, the chosen validation condition, and the recipient information (in case of E-mails).

Given below is the list of existing pre-configured rules. Any number of rules can be configured further.

1. Synchronize Calendar Events

2. Send Alerts Only To The Recipients Belonging To A Particular Department, When A Position Is Modified On An Order

3. Trigger An Alert When A ‘New Opportunity’ In CRM Is Synced With R2

4. Trigger A Rule When A Task Is Assigned To Employee In R2 Order

5. Trigger A Rule When Item Stock Reaches Minimum Quantity Or Zero

6. Trigger An Alert When An Asset Is Changed On An Order

7. Trigger A Rule When A Quick-Turnaround Is Completed For A Given Asset

8. Trigger An Alert When A New Company In R2CRM Is Synchronized With R2Core

9. Trigger an alert when approval status of Purchase Order is changed

1. Purchase Order is approved

   • Purchase Order is rejected

10. Trigger an alert when the Status of Purchase Order is changed

1. Purchase Order is received

   • Purchase Order is voided