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System Notification on posting of first 2 invoices

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Posted on by 59

Hello Everyone,

I have a requirement of: The system should send an email notification to a specified account upon posting of first 2 invoices into the customer account when the invoice description contains Differential and or Prorated for easy tracking.

I am aware there is an alert configuration I can configure out of the box, but I am not sure if it is applicable in this scenario. Kindly assist with input on how I can go about this, thanks

  • Peta Peta Profile Picture
    Peta Peta 59 on at
    RE: System Notification on posting of first 2 invoices

    This was my train of thought, I just wanted to be sure I was thinking along the right direction.

    Thak you

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    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: System Notification on posting of first 2 invoices

    Hi Anoghena, We had similar requirement to email to customer based on specific conditions and we have done using Business event and Power Automate.

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    Peta Peta Profile Picture
    Peta Peta 59 on at
    RE: System Notification on posting of first 2 invoices

    Thanks, Andre, This was my exact thought. I will have to explore Power automate then

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,996 Super User 2025 Season 1 on at
    RE: System Notification on posting of first 2 invoices

    Hi Anoghena,

    There is no support for your requirement out of the box. When setting up alerts, it does not support the first x records. You can consider a customization or Power Automate flow with this logic.

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