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    Adding A User-Defined Alert-SAP b1

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    Anirban Banerjee
    Users can define alerts in SAP Business One to notify specific users when predefined conditions are met. To create a user-defined alert, users specify the alert name, priority, activation status, assigned query, recipient users, frequency, and save history option. As an example, a query is created to generate an alert whenever an invoice total exceeds 2000. The query searches the OINV table for invoice documents where the DocTotal field is greater than 2000.

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    Adding A User-Defined Alert-SAP b1

    Uploaded by

    Anirban Banerjee
    2K views17 pages
    Users can define alerts in SAP Business One to notify specific users when predefined conditions are met. To create a user-defined alert, users specify the alert name, priority, activation status, assigned query, recipient users, frequency, and save history option. As an example, a query is created to generate an alert whenever an invoice total exceeds 2000. The query searches the OINV table for invoice documents where the DocTotal field is greater than 2000.

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    Adding a User-Defined Alert-SAP b1

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    Users can define alerts in SAP Business One to notify specific users when predefined conditions are met. To create a user-defined alert, users specify the alert name, priority, activation status, assigned query, recipient users, frequency, and save history option. As an example, a query is created to generate an alert whenever an invoice total exceeds 2000. The query searches the OINV table for invoice documents where the DocTotal field is greater than 2000.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    2K views17 pages

    Adding A User-Defined Alert-SAP b1

    Uploaded by

    Anirban Banerjee
    Users can define alerts in SAP Business One to notify specific users when predefined conditions are met. To create a user-defined alert, users specify the alert name, priority, activation status, assigned query, recipient users, frequency, and save history option. As an example, a query is created to generate an alert whenever an invoice total exceeds 2000. The query searches the OINV table for invoice documents where the DocTotal field is greater than 2000.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    The document describes how to create and configure user-defined alerts in SAP Business One.

    The steps to create a user-defined alert are to specify a name, select a priority, select 'Active', double-click the query field to select a query, select recipients and delivery methods, specify a frequency, select 'Save History', and click 'Add'.

    The parameters that can be set for a user-defined alert include name, priority (Low, Normal, High), whether it is active, the query, recipients, delivery methods (email, SMS, fax), and frequency.

    Adding a User-Defined Alert

    Users can define many types of alerts to their specifications. Prerequisites You have defined users to whom the alerts are to be sent. You have defined a query to enable configuring the alert. Procedure 1. From the SAP Business One Main Menu, choose AdministrationAlerts Management .The window opens in find mode.(Find Button will be visible)

    2. Switch to Add mode (Press Ctrl + A) and perform the following: (Add Button will be visible)

    1. Specify a name for the alert. e.g , Invoice > 2000 Name Specify a name for a new user-defined alert.

    2. Select a priority: Low, Normal or High. Priority Specify a Low, Regular or High urgency factor. Messages sent with high priority are displayed in red and with an exclamation mark in the recipients inbox.

    3. Select Active to enable sending messages for this alert. Active Ensures that the alert will be sent.

    4. Double-click the Query field, and in the displayed Open Saved Queries window, double-click the required query. Note: See example for the query given at the end of the document Query Double-click to open the Open Saved Query window and select the required query.

    5. From the Users list, select the recipients of the message. To Choose the users to whom you are sending the alert. 6. Select an appropriate checkbox to define how to send the alerts to each user, for example, by SMS. Int. Select for each user to whom you are sending the internal message. E-mail, SMS, Fax Select some or all of these options per user.

    7. In the Frequency field, specify a value for the time interval between alerts, that is, how often an alert should be sent. When this field is empty, the message is sent only once. Frequency Select how often the Alert should be sent

    8. Select Save History to display the log of alerts in the Messages / Alerts Overview window. Leaving the checkbox blank causes each new alert to overwrite the previous one. Save History Saves a log of the alerts in the Messages / Alerts Overview window. 9. Choose Add to save the alert. Result The alert is now active and triggers a message to the selected users as soon as the event defined in the specific query occurs.

    Updating Alerts
    1. To change the name of an alert: 1. Open the alert window. 2. Overwrite the name. 3. Choose Update, and OK to save the changes. 2. To change the query for a user-defined alert: 1. Hold down the CTRL key and double-click the Query field. The Saved Query window opens. 2. Double-click the required query to select it. 3. Choose Update, and OK to save the data.

    Please follow the below steps to Create/attach query in SAP B1 Example Scenario: Query to generate Alert for Invoice (AR Invoice) document if the Document total exceeds Rs. 2000 1. Go to the Menu Bar in SAP B1. Now browse though Tools -> Queries -> Query Generator

    2. Click on Query Generator. Query Generator window will open

    3. On extreme left of Query Generator a small yellow rectangle will appear. Place the cursor in the rectangle and press Tab . 4. A Choose From List Window will appear. On the right side of Find write OINV ( AR INVOICE TABLE NAME).Click Choose Button. Now in the Query Generator window all the fields of OINV table will appear.Two columns 1. Name ( Name of the field) 2. Description (Description of the field) will appear.

    5. Place the cursor in the select rectangular box of Query Generator. Under Name Column Double Click DocNum Field. DocNum Will appear in the select rectangular box.

    6. Place the cursor in the where rectangular box of Query Generator. Under Name Column Double Click DocTotal Field. DocTotal Will appear in the where rectangular box. Now add > 2000 in the where rectangular box. Finally T0.[DocTotal] >2000 will appear in the where rectangular box.

    7. Now Click Execute Button at the Bottom of Query Generator window. A new window will appear. Click on the Save Button.

    8. Save Query window will appear .In the Query Name ,specify the name for the query e.g, Invoice > 2000. Click Manage Categories Button a new window Create/Edit Categories will appear.Specify the Category Name e.g A/R Invoice.Click Select All Button.Then click ADD THEN OK Button.

    9. Now Choose Category Name A/R Invoice from the List and Click SAVE Button 10. Now follow the procedure for Adding Alert .

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