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.

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