Employee Alerts - AFS Qty Limit

This alert will notify an employee if the AFS Quantity of a specific part number exceeds or drops below a specified quantity.

Configuring the AFS Quantity Limit 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 “AFS Qty Limit”.

Step 4:

Once you have opened the Alert Form, you will see the pop-up below.  There are 6 fields on the form you can configure to customize this alert.

A.   Choose the Variable Values (Item/Part Number) – To select the variable value, click the ellipse (…) on the right side of the box labeled Variable Values.  You will get a pop-up with search options for Item/Part numbers.  Select the option of your choice by checking the box on the left and click OK to set the value.  In my example, I chose item #HH151-32430.

B.     Set the Limit Type:  Click the dropdown arrow in the Limit Type field and choose the option you wish to configure. For this example, I will use “Less Than”.

C.  Specify the Limit Value: The Limit Value field allows you to specify a quantity that will trigger the alert when combined with the Limit Type.  In my example, my limit type is Less Than and my Limit Value is 50.  With this setup, this employee will receive an alert when the AFS quantity if item HH151-32430 drops below 50.

B.    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”.

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

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

G.   Once you have configured all 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 the 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.