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.
-
Display Net Amount in PO Authorizer E-mail -
Display Order Shipping Information in E-mail -
To receive notification when the Purchase Order is approved -
To receive notification when the Purchase Order is received -
To receive notification when the Purchase Order is rejected -
To receive notification when the Purchase Order is voided -
Trigger An Alert Only To The Recipients Belonging To A Particular Department, Whenever A Position Is Modified On An Order -
Trigger An Alert When An Asset Is Changed On An Order -
Trigger A Rule When A Quick-Turnaround Is Completed For A Given Asset -
Trigger A Rule When Item Stock Reaches Minimum Quantity Or Zero