SQL

SS | Expected Ship Date Alert

TYPE: Transaction

CRITERIA
Filter: Type | Description: is Purchase Order
Filter: Main Line | Description: is false
Filter: Tax Line | Description: is false
Filter: Shipping Line | Description: is false
Filter: Formula (Numeric) | Description: is 1 | Formula: case when to_char({today}) = to_char({custbodyfield}) then 1 else 0 end

RESULTS
Field: Date | Summary Type: Group
Field: Type | Summary Type: Group
Field: Document Number | Summary Type: Group
Field: Item | Summary Type: Group
Field: Quantity | Summary Type: Group
Field: VN - Expected Ship Date (Custom Body) | Summary Type: Group
Field: US - Expected Receipt Date (Custom Body) | Summary Type: Group

EMAIL
Send Emails According To Schedule = True
Summarize Scheduled Emails = True

EMAIL > SPECIFIC RECIPIENTS
Recipient: Employee 1
Recipient: Employee 2

EMAIL > CUSTOMIZE MESSAGE
From: "ACCOUNTING TEAM" <accounting@yourcompany.com>

Subject: Shipment Notification

Introduction:
The following item(s) are scheduled to be shipped from our Vietnam vendor today. Kindly review the list and confirm with the vendor if shipment has already been made. Do not ignore this message.

Single-record Results:
<CR><CR> {results}

Summarized Results:
Send within message = True
Include view record link = True

Once orders from Vietnam vendor is due to be shipped today, selected recipients will get an email notification/reminder.