Alerts Tab
Alerts are messages which, when added to a stock item, will pop up automatically when the item is added to Sales or Purchase documents, added to Bills of Materials, or allocated or issued to Works Orders.
Alerts can advise or warn the user of important information about that item; for example, a check that must be made, or a particular way it must be entered into Sage.
As an alert appears on screen, the user must click OK to continue.
Multiple alerts can be setup for each item. Each alert can be configured to appear on any of the available screens :
- Sales Orders – when adding an item to a new or existing order; either a Full Order, Trade Order or Rapid Order.
- Sales Returns – when adding a line to a new or existing return.
- Sales Quotations – when adding a line to a new or existing quotation.
- Sales Pro Forma Invoices – when adding a line to a new or existing quotation.
- Purchase Orders – when adding a line to a new or existing order.
- Purchase Returns – when adding a line to a new or existing return.
- Bill of Materials – when adding a new Bill of Materials (the built item); when adding to a new or existing Bill of Materials (a component); when building the item (as a component or built item); when doing a BOM allocation (as a component or built item).
- Works Order Allocations – when allocating components to a works order.
- Works Order Issues – when issuing components to a works order.
Add Item Alerts
Open: Stock Control > Cim200 Stock List
- To add a new item click New Item.
- To amend an existing item, select the item to amend and click the Amend button above the list view.
From the menu:
Open: Stock Control > Stock Records > Enter New Stock Item
Open: Stock Control > Stock Records > Amend New Stock Item Details
1. Select Add to add a new Alert.
2. Set details for the Alert.
Sales Orders : Tick to appear when adding an item to a new or existing Sales Order.
- Applies to all order types: Full Order, Trade Order or Rapid Order.
Sales Returns : Tick to appear when adding a line to a new or existing Sales Return.
Sales Quotations : Tick to appear when adding a line to a new or existing Quotation.
Sales Pro Forma Invoices : Tick to appear when adding a line to a new or existing Proforma.
Purchase Orders : Tick to appear when adding a line to a new or existing Purchase Order.
Purchase Returns : Tick to appear when adding a line to a new or existing Purchase Return.
Bill of Materials : Tick to appear when adding a new Bill of Materials (the built item), when adding to a new or existing Bill of Materials (a component), when building the item (as a component or built item), or when entering a BOM allocation (as a component or built item).
Works Order Allocations : Tick to appear when allocating components to a Works Order.
Works Order Issues : Tick to appear when issuing components to a Works Order.
Alert Description : The name to give the alert. Only the text in the Alert Message will be displayed on the alert.
Alert Message : The alert message to be displayed.
Amend Item Alerts
1. To amend an Alert, highlight the alert to amend and click Edit. Both the description and message can be amended, as well as the screen selections for the alert to appear.
Delete Item Alerts
1. To delete an Alert, highlight the alert to be deleted and select Delete. The Alert is deleted and will no longer appear.
See also
Related
Other tasks
