Alerts are created for quotations and estimates in order to alert you of something that is incorrect or missing from a quote. This is in order to cover the business from human errors or potential profit loss. Alerts are set-up in Settings & Defaults.

Alerts Data Grid

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Main Menu > Setup > Settings & Defaults > Alerts

Alerts are set-up directly in the Data Grid by simply selecting the Alert and Equation from the drop-down lists; and entering the Value.

1. Module Filter - You can apply unique Alerts to the following Modules:
   • Quotations
   • Sales Order
   • Purchase Order
   • Supplier Invoice
2. Alert - This drop-down list of Alerts determines which Alerts are active and will generate a warning on Output.
3. Equation - This drop-down list determines whether or not an equation is considered before producing an Alert.
4. Value - This numeric value is the parameter for the Equation that will determine if the Alert is triggered or not.

When an Alert is triggered it will notify the user with a red warning containing the Alert description on the respective module. See image below:

For more about Alerts, click here.