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List of Action Rules

List of Action Rules

Owned by Van Ho (Deactivated)
Name

Action Type

Description
Schedule Event OverdueSchedule 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 ReceivedService Order Line Status - ReceivedEnable 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 ChargesMeter Charge - Auto IncreaseEnabled to receive alert when a meter charge price is auto increased
ServiceOrder Due AlertsService Order - DueEnable to receive alert via pop-up and/or email when a service order is due.  
New Sale ShipmentSale Shipment - NewEnable to receive alert via pop-up and/or email when a new sale shipment is created.   
Purchase Order OverduePurchase Order - OverdueEnable to receive alert via pop-up and/or email when a purchase order is overdue.   
Sale Back Order OverdueSale Line - On Back OrderEnable to receive alert via pop-up and/or email when a sale back order is overdue.    
No Sales This Month for CustomerCard - No Sales This MonthEnable to receive alert via pop-up and/or email when there is no customer sales this month.     
Machine Nearing End DateMachine - Near End DateEnable 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 AssignedCase - AssignedEnable to receive alert via email when a Case is assigned to a user.
Sale Back Order FulfilledSale Back Order - FulfilledEnable to receive alert via email when a Sale Back Order is Fulfilled
Contract Nearing End DateContract 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. 

 

 

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