Daily Email Alert for Sales Orders Approved Yesterday

1.       Navigate to Reports > Saved Searches > All Saved Searches> New

2.       Select Transaction as search type

3.       Assign a name on the Search Title field

4.       On the Criteria tab> Standard subtab> Filter Column, set the following:

a.       Type is any of Sales Order

b.       Main Line is true (Yes)

c.        System Notes Fields> Field is Document Status

d.       System Notes Fields> Type is Change

e.       System Notes Fields> Old Value is Pending Approval

f.        System Notes Fields> New Value is not Cancelled

g.       System Notes Fields> Date is on yesterday

5.       On the Results tab> Column subtab, select the fields you wanted exposed on the search

6.       On the Email tab> set Send Emails According to Schedule=T, Summarize Scheduled Emails=T, Send if No Results=T or F

7.       On the Email tab> Specific Recipients subtab> select the specific recipient of the search results

8.       On the Email tab> Schedule subtab> set to Daily Event Repeat every 1 day(s)

9.       On the Email tab> Schedule subtab> Series Start Date defaulting to today's date

10.    On the Email tab> Schedule subtab> No End Date=T

11.    Click Save & Run