Adding a User-Defined Alert-SAP b1
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Transcript of Adding a User-Defined Alert-SAP b1
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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)
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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.
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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 recipient’s inbox.
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3. Select Active to enable sending messages for this alert.
Active
Ensures that the alert will be sent.
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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.
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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.
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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
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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.
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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
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2. Click on Query Generator. Query Generator window will open
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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.
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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.
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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.
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7. Now Click “Execute” Button at the Bottom of Query Generator
window. A new window will appear. Click on the “Save” Button.
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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.
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9. Now Choose Category Name “A/R Invoice” from the List and Click
“SAVE” Button
10. Now follow the procedure for Adding Alert .