Sunday, October 21, 2018

Create Email Alert when Shipping Cost is more than certain percentage of the Total Sales Order Amount

Customer wants to create an alert when the shipping cost of the sales order is 15% of the total sales order amount.

1. Navigate to Lists> Search> Saved Searches> New> Transaction.

2. Under Criteria tab> Standard sub tab> Filter, add the following:

- Type: Sales Order

- Main Line: True

-
Formula (Numeric): is greater than 0.15, Formula: {shippingamount}/{amount}


3. Under Results tab> Columns sub tab> Field, add the following:

- Amount (Shipping)

- Formula (Percent): {shippingamount}/{amount}

- Formula (Text): case when ({shippingamount}/{amount}) > .15 then 1 else 0 end

4. Under Email tab, check Send Email Alerts When Records are Created/Updated box.

- Under Specific Recipients sub tab> Recipient, add the name to whom the email should be sent to.

5. Rename.

6. Save and Run.

 

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