System Event
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Mail Dept Notified
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Setup Required
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New Customer Added
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Accounts Receivable Dept (AR)
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User Master
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Sales Order entered for a Customer set to "Watch" status
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Accounts Receivable Dept (AR)
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User Master
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Sales Order on Credit Hold
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Accounts Receivable Dept (AR)
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User Master
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Low GP% on a Sales Order
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Executive Dept (EX) and/or Salesman
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User Master and Salesman
File > Company Master > Sales tab > "Email Salesman when S/O is below GP(Y/N)" should be set to Y.
Each Salesman should have their system initials entered in the Initials field (File > Customer > Salesman). If no initials are set, notification will be sent to all users.
The Minimum GP also needs to be set in the Company Master > Pricing/Costing tab > . Typically the minimum GP is set at 15% (1500 entered in the Company Master field).
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Large Sales Order Received
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Executive Dept (EX)
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User Master
The Large Order threshold also needs to be set in the Company Master > Sales tab > "Email when Sales Order is Greater Than (MD2)" should have the dollar amount of the large order threshold, followed by two zeroes. For example, to receive notification for all orders over $5,000, this field should read "500000".
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PO Requisition Received
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Purchasing Dept (PO)
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User Master
These emails can also be suppressed through a setting in the Company Master > Purchasing/Inventory tab > "Suppress P/O Requisition Emails(Y)es/(N)o". Entering a Y in this field will suppress all PO Requisition emails.
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Backordered Item Received for Linked Sales Order
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Order Writer and/or Sales Manager Dept (SM)
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File > Company Master > Sales tab > "Email S/O Writer When Special Order Item P/O Received (Y)es/(N)o" should be set to Y.
File > Company Master > Sales tab > "Email Sales Mgr Dept. for linked items on Receipts (Y)es/(N)o" should be set to Y. Users should belong to the Sales Manager User Group in the User Master.
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Sales Order with Zero Cost/Sell Item(s) entered
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Users defined in Branch File
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File > Branch > Defaults tab. The lower right corner has a Notify Users field with the system initials of the users who should be notified. If there are multiple users, the initials should be separated by commas.
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Orders Released Using Automatic Backorder Release
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Departments defined in Branch File
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File > Branch > Auto B/O Release tab. Enter the two letter department codes, separated by commas in the Mail Notification Departments field.
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Critical Inventory Notification
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Users defined in Branch File and assigned to Purchasing Dept (PO)
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File > Branch > Critical Inventory Notification tab.
User Master - Users must also be assigned to the Purchasing Department in the User Master.
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Auto Warehouse Replenishment
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Users defined in Branch File
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File > Branch > Auto Warehouse Replenishment tab. Enter the system initials for users to be notified of incoming and outgoing transfers. If there are multiple users, the initials should be separated by commas.
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Staging Completed for Sales Order
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Users defined in Branch File
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File > Branch > Defaults tab. Enter the system initials for users to be notified in the "Email Users when all staging is complete" field. If there are multiple users, the initials should be separated by commas.
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Unconfirmed Purchase Orders
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Purchasing Dept (PO)
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User Master
File > Company Master > Purchasing/Inventory tab > "Send Mail for Unconfirmed P/O's" should be set to Y.
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J&M Sales Orders Imported
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Users defined in Branch File
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File > Branch > J&M Catalog tab. Enter the system initials for users to be notified in the "Email Users when S/O are imported" field. If there are multiple users, the initials should be separated by commas.
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Recurring Sales Order Entered
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Sales Manager (SM)
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User Master
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A/P Item Cost Variance
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Accounts Payable (AP)
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User Master
File > Company Master > Pricing/Costing tab > "Purchase Order Line Item Cost Validation" should be set to Y.
Notification will be sent when a receiving is saved with a variance. For more information, see the A/P Line Item Cost Validation page.
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