Update events are part of rules that trigger an alert when a change of data occurs in the application. The following table gives you an overview of the available options.

Option	An alert is triggered when
has changed	The current value of the selected field changes.
is set to:	The current value of the selected field is set to a specific value. The value can be set either when the record is created or when you change the value from another value.
has been postponed	The current value of the selected field changes to a date further into the future*. For example, a postponement from August 10 to August 25 would trigger an alert.
has been postponed until at the earliest:	The current value of the selected field changes to a date further in the future*. The date is an absolute date, specified in the rule. For example, a postponement from August 10 to August 25 at the earliest and beyond that date would trigger an alert, but a postponement from August 10 to August 24 would not.
is set to an earlier date	The current value of the selected field changes to an earlier date than the date originally stated in the field. A change from August 25 to August 10 would trigger an alert.
is set to a date earlier than:	The current value of the selected field is set to an earlier date than the date originally stated in the field, and the new date is earlier than the date stated in the alert rule. For example, if the date stated in the alert rule is August 15, then a change from August 25 to August 10 would trigger an alert, but a change from August 25 to August 20 would not.
has decreased below:	The current value of the selected field decreases below a limit which you specify.
has increased above:	The current value of the selected field increases beyond an absolute limit which you specify.
*	The future is a relative concept in this context. If you want to, you can set up an alert rule that triggers an alert if a date in the past is changed to a later date. A postponement from August 10 to August 25 could trigger an alert even though the present day is September 20. A change from August 25 to August 10 could trigger an alert even though the present day is August 15.

Has changed - Example

You work in a company that makes extensive use of contract workers. When a contract worker is hired, his or her status is registered as Employed and when they stop working for the company the HR department changes the status to Terminated. If the same employee is employed again, the status is changed back to Employed. You want to be alerted when people leave the company or start working there again. You create a rule that triggers an alert when the status field of any employee changes.

Has changed - How to

Get an alert if the employment status of an employee changes

The following procedure describes how the rule in the example is set up to trigger an alert when the Statusfield of any employee changes.

Click Basic> Common Forms> Employee Details.
In the Employeeform, click the Generaltab, and then select the Statusfield.
Right-click the Statusfield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select or verify the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Status.
- Under Alert me when, in the Eventbox, select has changed.
- Under Alert me for, select All records in Employee. An alert is triggered for any employee whose status changes.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Is set to: - Example

You work in the sales department of a company where customers returning goods has become a major problem. You want to be alerted about all instances of returned goods so you can immediately start investigating why the goods are returned.

You create a rule in which you specify that if the Statusfield of any sales order is changed to Canceled, an alert is triggered.

Is set to: - How to

Get an alert if a sales order item is returned

The following procedure describes how the rule in the example is set up to trigger an alert when the Statusfield of any sales order changes to Canceled.

Click Accounts receivable> Common Forms> Sales Order Details.
In the Sales orderform, click the Generaltab, and then select the Statusfield.
Right-click the Statusfield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select or verify the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Status.
- Under Alert me when, in the Eventbox, select is set to:, and then select Canceled.
- Under Alert me for, select All records in Sales orders. An alert is triggered for any sales order in which the Statusfield changes to Canceled.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Has been postponed - Example

The delivery of purchased parts that are needed in your company's production is sometimes delayed. When there is a delay, you must check whether the fulfillment of sales orders, which depend on the purchased items, are affected. You want to be alerted if the delivery of a purchase order is delayed.

You create a rule in which you specify that if the date in the Delivery datefield of any purchase order is changed to a date further in the future, an alert is triggered.

Has been postponed - How to

Get an alert if the delivery of parts is delayed

The following procedure describes how the rule in the example is set up to trigger an alert when the date in the Delivery datefield is changed to a later date.

Click Accounts payable> Common Forms> Purchase Order Details.
In the Purchase orderform, click the Deliverytab, and then select the Delivery datefield.
Right-click the Delivery datefield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Delivery date.
- Under Alert me when, Eventbox, select has been postponed.
- Under Alert me for, select All records in Purchase orders. An alert is triggered for any purchase order in which the date in the Delivery datefield is changed to a later date.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Has been postponed until at the earliest: - Example

The delivery of purchased parts that are needed in your company's production is sometimes delayed. Usually a postponement is not a problem, but, if the postponement extends beyond the date that is specified in the rule, it might affect the fulfillment of related sales orders. You want to be alerted if a delivery is delayed.

You create a rule in which you specify that if the date that is entered in the Delivery datefield of any purchase order is changed to a specific date or beyond a specific date, an alert is triggered.

Has been postponed until at the earliest: - How to

Get an alert if the delivery of parts is postponed until or beyond a specific date

The following procedure describes how the rule in the example is set up to trigger an alert when the date in the Delivery datefield of all purchase orders is postponed until or beyond a date in the future.

Click Accounts payable> Common Forms> Purchase Order Details.
In the Purchase orderform, click the Deliverytab, and then select the Delivery datefield.
Right-click the Delivery datefield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Delivery date.
- Under Alert me when, in the Eventbox, select has been postponed until at the earliest:, and then click the calendar icon to select a date.
- Under Alert me for, select All records in Purchase orders. An alert is triggered for any purchase order in which the date in the Delivery datefield is change to a date beyond the specified date.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Is set to an earlier date - Example

The suppliers of your company can sometimes deliver purchased parts sooner than originally planned. Any reduction in the delivery time of purchased parts can help reduce the time it takes to produce the end product, and your company's delivery times can be reduced. To make sure that you are made aware of early deliveries so that you can start rescheduling the production immediately, you want to receive alerts.

You create a rule in which you specify that if the date in the Delivery datefield of any purchase order is set back to an earlier date than the original delivery date, an alert is triggered.

Is set to an earlier date - How to

Get an alert if parts are delivered ahead of schedule

The following procedure describes how the rule in the example is set up to trigger an alert when the date in the Delivery datefield of all purchase orders is changed to an earlier date.

Click Accounts payable> Common Forms> Purchase Order Details.
In the Purchase orderform, click the Deliverytab, and then select the Delivery datefield.
Right-click the Delivery datefield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Delivery date
- Under Alert me when, in the Eventbox, select is set to an earlier date.
- Under Alert me for, select All records in Purchase orders. An alert is triggered for any purchase order in which the date in the Delivery datefield is changed to an earlier date.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Is set to a date earlier than: - Example

The suppliers of your company can sometimes deliver purchased parts sooner than originally planned. Usually this is just an advantage. However, if the delivery date is changed to a date very close to the present, you might want to be alerted so you can take action if the required inventory capacity is unavailable for the delivery.

You create a rule in which you specify that if the date that is entered in the Delivery datefield of any purchase order is changed to a date which corresponds to the date you specify, or is closer to the present, an alert is triggered.

Is set to a date earlier than: - How to

Get an alert if parts are delivered earlier than a specified date

The following procedure describes how the rule in the example is set up to trigger an alert when the date in the Delivery datefield of any purchase order is changed to a date which corresponds to the date you specify, or is closer to the present.

Click Accounts payable> Common Forms> Purchase Order Details.
In the Purchase orderform, click the Deliverytab, and then select the Delivery datefield.
Right-click the Delivery datefield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Delivery date.
- Under Alert me when, in the Eventbox, select is set to a date earlier than:, and then click the calendar icon to select a date.
- Under Alert me for, select All records in Purchase orders. An alert is triggered for any purchase order in which the date in the Delivery datefield is changed to a date that corresponds to the date you specify, or is closer to the present.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Has decreased below: - Example

You work in a company in which credit limits of customers are adjusted on a regular basis. To avoid wasting time on orders that cannot be carried through because of the credit limit, you want to be alerted when the credit limit of any customer decreases below a specific amount.

You create a rule in which you specify that if the credit limit amount in the Credit limitfield of any customer decreases below 10,000, an alert is triggered.

Has decreased below: - How to

Get an alert if the credit limit decreases below an amount

The following procedure describes how the rule in the example is set up to trigger an alert when the credit limit of a customer decreases to an amount below a limit that you specify.

Click Accounts receivable> Common Forms> Customer Details.
In the Customersform, click the Generaltab, and then select the Credit limitfield.
Right-click the Credit limitfield, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Credit limit.
- Under Alert me when, in the Eventbox, select has decreased below:, and then enter the lowest credit limit amount that you want to allow before an alert is triggered.
- Under Alert me for, select All records in Customers. An alert is triggered for any customer whose credit limit is changed to an amount that is lower than the amount you specify.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

Has increased above: - Example

You have a large number of account managers working for you, and you want to monitor the amount of the discount that is offered on sales orders. You want to be alerted if the total discount percentage of a sales order exceeds a certain limit.

You create a rule in which you specify that if the total discount percentage of a sales order exceeds 20, an alert is triggered.

Has increased above: - How to

Get an alert if the total discount increases above a specific percentage

The following procedure describes how the rule in the example is set up to trigger an alert when the total discount percentage of a sales order increases above a limit that you specify.

Click Accounts receivable> Common Forms> Sales Order Details.
In the Sales orderform, select the Price/Discounttab, right-click the Total discount %field, and then select the Create alert rulemenu item.
In the Create alert ruleform, select the following options to create the rule:
- Under Alert me when, in the Fieldbox, select Total discount %.
- Under Alert me when, in the Eventbox, select has increased above:, and then enter the highest percentage that you want to allow before an alert is triggered.
- Under Alert me for, select All records in Sales orders.
- Under Alert me until, select No end date. Alerts continue to be triggered. The rule never becomes inactive.
- Under Alert me with, verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.
Click OKto activate the rule. The Create alert ruleform closes, and you can view or maintain your rule from Manage alert rules .

* - Example

Your company engages in large construction projects, and your customers are invoiced according to an on-account payment plan which is set up before your company starts on the assignment. Sometimes the projects are delayed, and project managers have to adjust the invoice dates that are stated in the payment plan.

For example, a project that was originally planned to start on June 1, gets started on July 3. On July 3, the project manager adjusts the date of the first payment rate from June 1 to July 1. To be made aware of such postponements and to maintain an overview of the payment plans, you can use the has been postponedoption to be alerted about all postponements of project invoice dates.

You are alerted about all postponements even though the dates that were adjusted are dates in the past.

You create a rule in which you specify that if the date in the Project datefield, in the On accountform, in Projectis brought forward, an alert is triggered.