[n.tiwari@manduka.com]

Hi, I am trying to send an alert anytime there is a reduction in total in a Sales Order for any reason except if there was a discount applied on the order. To accomplish this, started with a simple saved transaction search to send Email (Send on Update) -> We use system notes to build the criteria: system notes: type: change, system notes: total-> Challenge: each time I change something other than total on the order, it sends an email because the system notes criteria still satisfies. One more challenge: The Discount Total field that we have in main section cannot be put in the search criteria. I wanted to put something like: Discount Total is empty. Can anyone help?
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[Yabo Wu]

I was handling similar issues lately and got the reply from NS support as below. But I did not test it. Please let me know the results.

I have found way to do this via Saved Search.

1. Navigate to Lists > Search > Saved Searches > New > Search Type = Transaction

2. Name accordingly

3. Navigate to Criteria tab > Filters subtaband add the following Filters:

3A. Type = any of Item Fulfillment

3B. Status = any of Shipped

3C. Date = is on or after ten days ago

3D. Main Line = True

4. Navigate to Results tab > Sort by Name or Date

5. Navigate to Results tab > Columns subtab > Add/Remove any columns you wish to include

6. Navigate to Email tab > Check off to Send Email Alerts when Records are Created/updated (or can send on schedule and set up accordingly)

7. Navigate to Email tab > Recipients from Results Tab > Select Recipient Field = Email and check off to Send on Update if you desire

8. Navigate to Updates Fields if you want to send on update and choose which field you want to alert to send an email

9. Navigate to Customize Message > Fill out accordingly with the Feedback Questionnaire as well as if you want to send out the Results which format to use or include within the message. This will send out a copy of the Item Fulfillment to the Customer.

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