Employee Alerts - Front Counter Final Backorder Received

An employee can receive an alert when the final backorder on a Sales Order has been received.  You can hold these alerts until you are ready to release them or have the alert sent as soon as the part is received.  This alert is only active on the front counter (Parts) POS document. 

Configuring the Front Counter Final Back Order Received Alert

Step 1:

Set up the alert recipient on the employee master.  Refer to the help document Creating Alert Recipients for the details on how to add the alert contact.

Step 2:

Open the employee master record for whom you would like to configure the alert.  Navigate to the Alerts tab at the top right-side of the screen.

Step 3:

Click “Add” at the top left of the screen to get the pop-up to add a new alert.  You will see the options for all alert types available to configure for the employee. Double click on the option for “Front Counter Final Back Order Received”.

Step 4:

Once you have opened the AlertForm, you will see the pop-up below. There are 4 fields on the form you can configure to customize thisalert.

A.   Add Delivery Addresses – all alert recipients set up forthis employee will show in the dropdown in this field.  Select the address(es) you would like to beused for this alert.  If you would liketo send the alert to multiple addresses, you can select multiple addresses inthe dropdown by using the selection boxes, then clicking “OK”.

B.    Add a Custom Message(Optional) – You can add a customized message that will be included with the system message. 

C.    Optional: Mark the alert as “Hold Message for Review” if you do not want the alert to automatically be sent at the time of the part receipt.  If you hold the message for review, the alert will go into a holding area until you release it.

D.    Once you have configured all the fields, click “OK” on the Alert Form, then click“Save” on the Employee Master Record.

If you marked the alert with “Hold Message for Review”, you will need to release the message when you are ready for it to be sent.  Refer to the article Release Alerts Held for Review to learn how to release these messages.

Here are screenshots of the customized alerts that were delivered.  The Company name comes from the company setup in RIMSS.  The “from” email address is configured in your database mail configuration.