Set
Up Company Alerts
How Do I...
Alerts are conditions in your company that you want to be aware of as
they happen in order for you to take further action.
- From the Tasks
menu, select Action Items. Sage 50
displays the Action Items window.
-
Select the Alerts tab.
The current Sage 50 system date appears along with existing items
that meet the alert condition separately, along with the condition that
is being monitored.
- To set up an alert, select the Alert
button at the top of the window. Sage 50 displays the Set
Company Alerts window.
- To create a new alert condition, select a blank
line in the list or click the Row
button menu on the toolbar, then select the Add
button.
- Select the Email
check box if you want to send email messages that notify customers, vendors,
employees or others about this Alert. You can perform this step at any
time. Once you have selected the Email
check box, make sure you set
up the email information at the bottom of this window.
- Select the area of your company that the alert
condition applies to. You can select customer, vendor, employee, inventory
item, or G/L account.
- Select what to include in the alert condition
for the area of the company that the alert condition applies to. This
can be a range of customers, vendors, employees, inventory items, or G/L
accounts.
- Select the type of information that the alert
condition is going to monitor. The choices vary depending on the type
of alert selected.
-
Select the condition and amount that applies to the type of information
you have chosen.
As you enter the alert condition, the Alert
Description field displays your choice.
-
Select OK when you have
finished setting up company alerts.