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Finance | Project Operations, Human Resources, ...
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Custom email alert for PO invoice creation not working

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WE have configured a custom alert for the event "Record has been created" in the PO invoice form. 

Purpose is to trigger an email/notification to the AP clerk when another departmental user generates an invoice for a confirmed PO, records the Invoice number and saves the same. 

The alert needs to go before posting the invoice, and which has just the minimum details saved.

We cannot use the workflow since the invoice is not completely prepared and is not in a state where it can be submitted for approval. 

However, the alert is not triggering any notifications. 

The setup is proper and alerts for other forms that are configured for the same event are triggering the emails. 

If anyone has a clue on what we are missing, please help

Thanks a lot.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    302,505 Super User 2025 Season 2 on at

    Hi IIMU,

    Was this alert created when having the query restricted with ranges? In that case, the query is also constrained with the same criteria. Have you tried recreating the alert?

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Hi, Are you using abc@yopmail.com as Email recipient in other forms as well, where its working? If not, then try replacing email.

  • IIMU Profile Picture
    on at

    Thanks Andre, for your reply.

    No, I just opened a PO invoice, and went to the options menu and created a custom alert which is as shown in the image below. It is a very straightforward alert, to send email when the record is created. BUt does not seem to be working

    Image

  • IIMU Profile Picture
    on at

    No Mohit, I used a valid email id in the recipient  email when I configured the alert. The abc@yopmail.com was used just for capturing the screenshot.

    Thanks

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