Articles tagged #AN
Articles tagged
#AN
Saved Search > Transaction > Sales Orders in Pending Fulfillment Status with No Backordered Quantity
Create a Transaction Saved Search that displays Sales Orders in Pending Fulfillment Status with no Back Ordered quantity.
Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Scenario
User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.
Solution
The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:
1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
8. Click Save & Run
1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
- Type : is Journal
- System Notes : Type : is Change
- System Notes : New Value : starts with Approved for Posting
- Send Email Alerts when Records are Created/Updated: Enter Checkmark
- Recipient From Results:
- Send on Update: Enter Checkmark
- Recipient Field: Enter Created By
8. Click Save & Run
Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"
Scenario
User has a business process that if the request is less than amount, the request will not require an approver. As part of a business process workflow, the user is not setting the Next Approver field for this scenario.On the Workflow, the sender of the email must be the Next Approver. If the next approver is blank, an error will be encountered.However, if we set a condition on the Send Email action using Next Approver is not Empty, the workflow will always treat this condition as true since the Next Approver has a space for its default value.
Solution
- Navigate toCustomization>Workflow>Workflows
- ClickEditbeside the Workflow to modify
- Locate theStatecontaining the Send Email Action
- Double-clicktheState
- ClickSend Email Action
- Condition:
- ClickOpenbeside the Condition field
- Workflow Condition:
- Field: SelectNext Approver
- Compare Type: Selectnot empty
- ClickSave
- ClickSave
- ClickDone
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