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Finance | Project Operations, Human Resources, ...
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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

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    302,742 Super User 2026 Season 1 on at

    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.

  • Suggested answer
    Peta Peta Profile Picture
    59 on at

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

  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

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

  • Peta Peta Profile Picture
    59 on at

    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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