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One time alert in sap business one

Hello Experts,

how can i make the alert to be triggered when a new sales order is created. So if there are five sales orders are created. Alerts should be triggered five times. for know reason if the user is not logged in the sales order created day, he should get/see the five alerts for five sales orders. If he dismiss the alert it should be dismissed the alert. similar to the email alert in general.

Moreover for example if the users is logged in later after five days, then these alerts should be seen by him and he should be able to dismiss the alerts.

Please help me what we can do without customization to achieve this.? If we cannot achieve 100% of this, then please let me know what else can be the work around.

Thanks

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2 Answers

  • Feb 26 at 01:56 PM

    Hi,

    You could base the alert query on a user defined field (for example U_Approved) with predefined values: 'N' (default) and 'Y'.

    The query shows all orders where this field is set to 'N'. As soon as the user receives an alert, they check the order, and set the user defined field U_Approved to 'Y'. After this the order will no longer create an alert.

    When the user is away for a longer time, they will receive the alert with all "unapproved" orders.

    Alternatively you could use B1's built-in approval system.

    Regards,

    Johan

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    • Hi,

      The UDF cannot be created in the alert or message window.

      You can schedule the alert to only run once a week for example. In that case it would show all relevant orders that were added during that time, with yellow drill-down arrows to easily get to each order.

      A better solution you can only achieve with an addon. Though in that case a simple console application would suffice. It would not even need to use the DI API. A simple query turned into an email message with as much or as little detail as necessary, and a direct update on the user defined field. In that case the UDF could be 'U_Sent'. This would then even allow you to resend an order. All you need is a little skill in VB.NET or C#. You could even order it from a third party, and it should not be too costly.

      Regards,

      Johan

  • Feb 27 at 01:59 PM

    Hi,

    Refer below answers to your questions:

    1. how can i make the alert to be triggered when a new sales order is created

    Ans: By creating customized query, you can get an alert when user is added sales order. You need minimum 3 minutes to get an alert.

    2. if there are five sales orders are created. Alerts should be triggered five times.

    Ans: It is not possible to five alerts separately. Its always add up with newly sales orders. If we include date and time, you can differentiate the sales orders details

    3. if the user is not logged in the sales order created day, he should get/see the five alerts for five sales orders

    Ans: To get an alert user should login to SAP. Alternatively, you can send an email from SAP if user not logged into SAP.

    4. If he dismiss the alert it should be dismissed the alert.

    Ans: By default it can't be done by using alert management. but alternatively, you can create an UDF at Sales order document and it default value as NO. Once received alert, you have open sales order and change NO status to YES. Then in customized query, we can ignore those already received sales orders.

    Regards,

    Nagarajan

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