List of Action Rules

Name	Action Type	Description
Schedule Event Overdue	Schedule Event Overdue, can be triggered by almost anything you like	Enable to receive alert via pop-up email when a scheduled is overdue.
ServiceOrderLine Status Received	Service Order Line Status - Received	Enable to receive alert when a service order line is received. This alert can be sent to technicians to indicate that service parts have arrived for service scheduling purposes.
Auto Increase Meter Charges	Meter Charge - Auto Increase	Enabled to receive alert when a meter charge price is auto increased
ServiceOrder Due Alerts	Service Order - Due	Enable to receive alert via pop-up and/or email when a service order is due.
New Sale Shipment	Sale Shipment - New	Enable to receive alert via pop-up and/or email when a new sale shipment is created.
Purchase Order Overdue	Purchase Order - Overdue	Enable to receive alert via pop-up and/or email when a purchase order is overdue.
Sale Back Order Overdue	Sale Line - On Back Order	Enable to receive alert via pop-up and/or email when a sale back order is overdue.
No Sales This Month for Customer	Card - No Sales This Month	Enable to receive alert via pop-up and/or email when there is no customer sales this month.
Machine Nearing End Date	Machine - Near End Date	Enable to receive alert via pop-up and/or email when there is a machine nearing end date.
Customer 120 Days Overdue	Cards - Customer 120 Days Overdue	Enable to receive alert via pop-up and/or email when customer payment is 120 days overdue.
Creditor Invoices Due	Cards - Supplier Invoices Due	Enable to receive alert via pop-up and/or email when supplier invoice is due.
New Catalogue	Catalogue	Enable to receive alert via pop-up and/or email when a new catalogue is received.
Case Assigned	Case - Assigned	Enable to receive alert via email when a Case is assigned to a user.
Sale Back Order Fulfilled	Sale Back Order - Fulfilled	Enable to receive alert via email when a Sale Back Order is Fulfilled
Contract Nearing End Date	Contract Nearing End Date	Enable to receive alert via email, default is 21 days prior to a contract expired date. If you require longer days you will need to change the parameter "ContractExpiryAlertDays" on task "Create Action Items" Refer to Standard task schedule.