Overview
Alerts “sticky notes” that you can attach to master records and documents in Dynamics GP. Everywhere that master record (such as an Item Number) or transaction (such as a Sales Transaction) is used the Alert will pop-open to present the alert to the user.
Alerts in some transactions trace links to other documents and will show linked alerts. For example, Alerts in Sales Transaction Entry will display linked PO Alerts.
Alerts comes with a large number of pre-built alerts. These “System Alerts” are enabled/disabled per window. Enabling Alerts for a window may turn on an entire group of alerts, such as item alerts, customer alerts, vendor alerts, and document alerts. Enabling alerts on Sales Transaction Entry, for example, turns on Customer, Item, and Sales Transaction Alerts.
If multiple System Alerts are enabled for a window, such as Sales Transaction Entry, you can use Alert Builder to further customize the Alerts by turning specific Alerts on or off, and changing the navigation to reach the alerts. For example, enabling the System Alerts on the Service Depot Entry window adds a Work Order Alert, two different Item Alerts, Equipment Alerts, Customer Alerts, and PO Alerts. If only the Work Order Alert is needed on this window, use the Alert Builder window to disable the other alerts.
Alert Builder is used to tailor the System Alerts, as well as to create new Alerts on 3rd Party Product windows or customizations.
“Out of the box” Alerts can be created for:
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- Customers
- Inventory Transactions
- Inventory Transfers
- Items
- Purchase Orders
- Receivables Transactions
- Sales Transactions
- Service Calls
- Service Configurations
- Service Contracts
- Service Equipment
- Service RMAs
- Service Transfers
- Service Work Orders
- Vendors