Defining event actions

  1. Select System Administrator > Event Manager > Activate.
  2. Search for the event record, and then open it.
  3. Click Action.
  4. To create a new action, click New.
  5. On the Range Filters view, specify this information:
    • Indicate if you want the event to occur in all warehouses, a range of warehouses, or a list of warehouses. The warehouse defaults from the transaction or the operator’s SA Operator Setup record if a valid warehouse cannot be found on the transaction.
    • If this event is associated with a region, indicate if you want to limit the event occurrence to all regions, a range of regions, or a list of regions.
    • If this event is associated with a product, indicate if you want to limit the event occurrence to all product categories, a range of product categories, or a list of product categories.
    • If this event is associated with a customer or ship to, indicate if you want to limit the event occurrence to all customer and ship to records, a range of customer and ship to records, or a list of customer and ship to records.
    • If this event is associated with a vendor, indicate if you want to limit the event occurrence to all vendors, a range of vendors, or a list of vendors.
  6. On the General Information view, specify this information:
    • Indicate who should receive the event action notification. Depending on the selection you make in this field, you can specify the initials of a specific operator, the operator’s position in the company, an Event Manager group name, or a contact ID number.
    • Indicate if you want to limit this event’s occurrence with additional selection criteria based on an amount, price, character field entry, and system date.
    • Select an action type for the operator and event. Specify a subject line and body text for the email if you do not want to use the default text defined in the system. If you specify text for the body of the email, specify the appropriate system keywords to view specific event information, such as the order number, date, and time.
  7. To save the action definition, click Save.
  8. Define another action for this event, or if you are finished, close the window.