Question on email alerts feature for saved searches. We have a Vendor/3PL that has asked us to email when Transfer Orders are coming to their warehouse (nevermind that they can't do EDI). When I create a saved search I set criteria as: Main line False, Type - Transfer Order Transaction Line Type - Item (this is to reduce the number of duplicate lines showing up on the search), Status: Transfer Order: Pending Approval and Transfer Order: Pending Fulfillment Email: SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED - T Recipients: Myself and the 3PL Expected results: I create a Transfer Order and the order detail is emailed to both myself and the 3PL as a system alert. Actual results: I create a Transfer Order and nothing happens. Am I missing something here? The Search itself is pulling the orders correctly in the results, I just don't want to have to manually email it out everytime a Transfer Order is created here.

Hi Brian, Do you need the sublist data? If not try setting Main Line = TRUE. Also check the Send Email list to see if one is sending out at all. Setup > Company > Sent Email List

Hey Alan, I do need the sublist data since it includes item level details. I double checked the search, and the results are pulling in correctly. The "Setup > Company > Sent Email List" is cool, as I did not have an audit log to pull from previously. Thanks for that!

Brian The other thing to try is to check the Send on Update box next to your name in the recipient list. I know I’ve read in some SA article that sometimes that is required

Understood, the challenge with doing that is then email alerts get sent every time something changes (IE: the ship date, the quantities, the status). We don't really want to send emails everytime something is changed, just note to the order number of this item is expected to arrive around this time.

Can you set the “updated field” to be document number so it only sends when the document number is updated (which should only be on create)