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Finance | Project Operations, Human Resources, ...
Suggested Answer

Setting up Alerts for incoming orders with specific line item

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Is it possible to set up an alert(s) that will send an email when incoming orders have a specific item(s) charge (supplementary charge for services) 

For example, an order is placed and one of the item numbers is SUPP_*** (example and actually could be several items) within the sales order lines.

Can an alert be set up to look for and then send an alert email to a specific recipient. In this case to notify that an order has been placed with this supplementary charge?

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  • Suggested answer
    Leo Chen Profile Picture
    Microsoft Employee on at

    Changed base alert do not support your scenario for a new record with specific condition met. Instead, you need to do customization to use Alert. For example when specific new sales order that meets the criteria gets created, you can write some code to insert the sales order to a second table eg MySalesTable immediately. Then you set up Alert against MySaleTable.

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