Alerts Setup
HelpID: 502622107
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack. On the GP PowerPack window click the GoTo button >> Alerts – Enable/Disable
The Alerts Setup window is used to enable/disable a set of Alerts by GP window. Enabling Alerts for a window may turn on a large number of alerts, some of which you may not want to have active. Alert Builder, covered in the next section, can be used to further refine Alerts by enabling/disabling specific Alerts on each window.
Alert Background Color: Set a background color for the Alert View window (shown below). Setting a bright color can help grab attention when the Alert pops-open.
Alert Window Type: There are two options: (1) Require Acknowledgement, and (2) Allow to Remain Open. The first option opens the Alert as a “warning”—the window comes to the foreground and it must be closed before continuing.
The second option displays Alerts as informational messages, similar to how Notes windows work. The Alert will pop into the foreground when it needs to display a new Alert, but the window can remain open. Additionally, multiple Alerts windows can be open at the same time (i.e. if there is a Customer Alert on Sales Transaction Entry, and then also an Item Alert).
The following table shows the Alerts enabled by marking each checkbox in the Alert Setup window.
| Location | Alerts |
| IV: Item Maintenance | Add/Edit Item Alert
Alert pop-up when Item Number is entered This alert must be enabled to be able to create Item Alerts. In any other location that refers to “View Item Alert”, the Item Alert is created by the Add/Edit Alert menu on Item Maintenance. |
| IV: Item Transaction Entry | Add/Edit Item Transaction Alert (attached to the transaction)
Alert pop-up when Transaction is selected View Item Alert. Item Alert pop-up when Item is entered |
| IV: Item Transaction Inquiry – Add/Edit Alert | Add/Edit Transaction Alert. Since the inquiry displays posted transactions, enabling Add/Edit on the Inquiry window means that an Alert on a posted transaction could be edited.
Alert pop-up when Transaction is selected View Item Alert |
| IV: Item Transaction Inquiry – View Only Alert | View Transaction Alert. The Alert is not editable.
Alert pop-up when Transaction is selected. View Item Alert |
| IV: Item Transfer Entry | Add/Edit Item Transfer Alert (attached to the transaction).
Alert pop-up when a transaction is selected View Item Alert Alert pop-up when Item is selected |
| PM: Apply Payables Documents | View Vendor Alert
Alert pop-up when Vendor is selected |
| PM: Payables Manual Payment Entry | View Vendor Alert
Alert pop-up when Vendor is selected |
| PM:Payables Transaction Entry | View Vendor Alert
Alert pop-up when Vendor is selected |
| PM: Vendor Maintenance | Add/Edit Vendor Alert
Alert pop-up when Vendor is selected. This alert must be enabled to be able to create Vendor Alerts. For other location that refers to View Vendor Alert, the Vendor Alert is created by the Add/Edit Alert menu on Vendor Maintenance. |
| POP: Purchase Order Entry | Add/Edit Purchase Order Alert
Purchase Order Alert pop-up when PO is selected View Vendor Alert Vendor Alert pop-up when Vendor is selected View Item Alert Item Alert pop-up when Item is selected The Item Alerts in this location work on both the main window, and the Detail Entry window. The PO Alert links to Vendor, Sales (SOP-POP Links), and Service Call Alerts, so if a PO has a SOP-POP Link and the linked Sales Order has an Alert, that alert will pull-through and display when the PO is selected. |
| POP: Purchase Order Inquiry Zoom – Add/Edit Alert | Add/Edit Purchase Order Alert. Since this is an Inquiry window, enabling the Add/Edit Alert allows adding or changing alerts on historical documents.
PO Alert pop-up when PO is selected View Item Alert The PO Alert links to Vendor, Sales (SOP-POP Links), and Service Call Alerts, so if a PO has a SOP-POP Link and the linked Sales Order has an Alert, that alert will pull-through and display when the PO is selected. |
| POP: Purchase Order Inquiry Zoom – View Only Alert | View PO Alert
PO Alert pop-up when PO is selected View Item Alert The PO Alert links to Vendor, Sales (SOP-POP Links), and Service Call Alerts, so if a PO has a SOP-POP Link and the linked Sales Order has an Alert, that alert will pull-through and display when the PO is selected. |
| POP: Purchasing Invoice Entry | View PO Alert
PO Alert pop-up when PO is selected View Vendor Alert Vendor Alert pop-up when Vendor is selected View Item Alert Item Alert pop-up when Item is selected The PO Alert links to Vendor, Sales (SOP-POP Links), and Service Call Alerts, so if a PO has a SOP-POP Link and the linked Sales Order has an Alert, that alert will pull-through and display when the PO is selected. |
| POP: Receivings Transaction Entry | View PO Alert
PO Alert pop-up when PO is selected View Vendor Alert Vendor Alert pop-up when Vendor is selected View Item Alert Item Alert pop-up when Item is selected The PO Alert links to Vendor, Sales (SOP-POP Links), and Service Call Alerts, so if a PO has a SOP-POP Link and the linked Sales Order has an Alert, that alert will pull-through and display when the PO is selected. |
| RM: Apply Sales Documents | View Customer Alert
Customer Alert pop-up when Customer is selected View Credit Document Alert (i.e. an Alert attached to a Cash Receipt) View Debit Document Alert (i.e. an Alert attached to a Sales Invoice). |
| RM: Cash Receipts Entry | Add/Edit Cash Receipt Alert
Cash Receipt Alert pop-up when document is selected View Customer Alert Customer Alert pop-up when Customer is selected |
| RM: Customer Maintenance | Add/Edit Customer Alert
Customer Alert pop-up when Customer is selected This alert must be enabled to create Customer Alerts. Any location that refers to View Customer Alert will display the Alert created on the Customer in Customer Maintenance. |
| RM: Receivables Transaction Entry | Add/Edit Receivables Transaction alert (an Alert attached to the transaction)
Receivables Transaction Alert pop-up when transaction is selected View Customer Alert Customer Alert pop-up when Customer is selected |
| SOP: Sales Transaction Entry | Add/Edit Transaction Alert
Transaction Alert pop-up when a transaction is selected View Customer Alert Customer Alert pop-up when Customer is selected View Item Alert Item Alert pop-up when Item is selected. Item Alerts work on both the main window and the Detail Entry window. The Transaction Alert links to POP and Customer Alerts. If there is a SOP-POP link and the PO has an Alert, it will pop-up when the Sales Transaction is selected. Likewise, if the Customer has an alert, it will pop-open when the transaction is selected. |
| SOP: Sales Transaction Inquiry Zoom – Add/Edit | Add/Edit transaction Alert
Transaction alert pop-up when transaction is selected |
| SOP: Sales Transaction Inquiry Zoom – View Only | View transaction Alert
Transaction alert pop-up when transaction is selected |
| SVC: Configuration Maintenance | Add/Edit Configuration Alert
Configuration Alert pop-up when Configuration is selected View Equipment Alert Equipment Alert pop-up when Equipment is selected View Customer Alert Customer Alert pop-up when Customer is selected View Item Alert Item Alert pop-up when Item is selected |
| SVC: Contract Entry/Update | Add/Edit Contract Alert
Contract Alert pop-up when a Contract is selected View Customer Alert Customer Alert pop-up when a Customer is selected View Item Alert – Contract Item Alert pop-up when a contract Item is selected View Item Alert – Non Covered Item Alert pop-up when a non-covered Item is selected View Equipment Alert Equipment Alert pop-up when an Equipment record is selected |
| SVC: Desktop Audit | View Equipment Alert
Equipment Alert pop-up when an Equipment record is selected |
| SVC: Equipment Inquiry – Add/Edit | Add/Edit Equipment Alert
Equipment Alert pop-up when an Equipment record is selected. |
| SVC: Equipment Inquiry – View Only | View Equipment Alert
Equipment Alert pop-up when an Equipment record is selected. |
| SVC: Equipment Maintenance | Add/Edit Equipment Alert
Equipment Alert pop-up when an Equipment record is selected View Customer Alert Customer Alert pop-up when a Customer is selected. This alert must be enabled to add/edit Alerts on Equipment records. Any location that refers to View Equipment Alert will display the Alert attached to the Equipment record created in this window. |
| SVC: Equipment Service Calls | This is not the Service Call window. Go to Inquiry >> Service Call Mgmt >> Equipment Service Calls
View Equipment Alert Equipment Alert pop-up when an Equipment record is selected View Service Call alert |
| SVC: Inventory Receipts | View Transfer Alert
Transfer Alert pop-up when a transaction is selected View Item Alert |
| SVC: Inventory Transfers | Add/Edit Transfer Alert
Transfer Alert pop-up when a transaction is selected View Item Alert Item Alert pop-up when an Item is selected |
| SVC: RMA Entry/Update | Add/Edit RMA Alert
RMA Alert pop-up when an RMA is selected View Customer Alert Customer Alert pop-up when a Customer is selected View Item Alert – Return Item Return Item Alert pop-up when a Return Item is selected View Item Alert – Misc Item Misc Item Alert pop-up when a Misc Item is selected View Equipment Alert – Misc Misc Item Equipment Alert pop-up when an Equipment record is selected |
| SVC: Service Call Entry/Update | Add/Edit Service Call Alert
Service Call Alert pop-up and a Service Call is selected View Customer Alert Customer Alert pop-up when a Customer is selected View Item Alert Item Alert pop-up when an Item is selected View Item Alert – Parts Item Alert pop-up when a Parts Item is selected View Item Alert – Additional Item Alert pop-up when an Additional Item is selected View Equipment Alert Equipment Alert pop-up and an Equipment record is selected View PO Alert – Additional View PO Alert – Expenses View PO Alert – Parts |
| SVC: Service Call Inquiry – Add/Edit | Add/Edit Service Call Alert
Service Call Alert pop-up when a Service Call is selected View Customer Alert View Item Alert View Item Alert – Parts View Item Alert – Additional View Equipment Alert View PO Alert – Additional View PO Alert – Expenses View PO Alert – Parts |
| SVC: Service Call Inquiry – View Only | View Service Call Alert
Service Call Alert pop-up when a Service Call is selected View Customer Alert View Item Alert View Item Alert – Parts View Item Alert – Additional View Equipment Alert View PO Alert – Additional View PO Alert – Expenses View PO Alert – Parts |
| SVC: Work Order Entry/Update | Add/Edit Depot Work Order Alert
Work Order Alert pop-up when a WO is selected View Item Alert – Inbound Inbound Item Alert pop-up and an Item is selected View Item Alert – Outbound Outbound Item Alert pop-up when an Item is selected View Item Alert – Parts Parts list Item Alert pop-up when an Item is selected View Equipment Alert – Inbound Equipment Alert pop-up and an Inbound Equipment record is selected View Customer Alert Customer Alert pop-up when a Customer is selected View PO Alert – Parts |
Alert Background Color: the color of the Alert View window can be changed to help draw attention to the alert.