Alert Collection Maintenance

Alert conditions add and remove records according to the conditions set on the Rule Maintenance form. Alert collections display on the Workflow desktop and update when the rule runs.

An alert collection can include:

• Negative stock balances - Stock items that go into negative value are added to the collection and removed when stock goes into positive.
• Customer Balances - Customers who exceed a pre-defined balance are added to the collection and then removed when the account is paid.
• Purchase Orders - Purchase orders that are above a pre-defined value are added to the collection.

Name

Enter the name of this alert collection. This name displays whenever you can add or remove records from an alert collection.

Show form driven classes only

Select this option to restrict the display of classes to ones that users can edit. You can select classes that have data which you can import. Any imported data bypasses the rule established with the class.

Include supplementary classes

Select this option to expand the list of classes from those most commonly used to all classes available that you can use in a rule.

Record Type

Enter or select the type of information to contain in the alert collection.

Description

The full description of the record selected in Record Type.

Use Predefined Company

Select this option to collect all matching records for the current company. If you don't select this option, you must select the company for this collection.

Predefined Company

This field displays the data path to the company used for this collection.