Due date events are parts of rules that trigger an alert when a due date changes. The following table gives you an overview of the available options.

Option

An alert is triggered

This many days before* the date that is stated in your business data. A purchase order with a delivery date of October 16, and the option set to two weeks, would trigger an alert on October 2.

On the date that is specified in your business data.

This many days after the date that is stated in your business data.

*

You are also alerted if your business data changes so that the due date interval is less than the number of days that you entered as your due date interval.

For example, suppose that you have created a rule to be alerted two weeks before the delivery date of any purchase order. If a purchase order is created with a delivery date that is only one week ahead, you receive an alert when it is created because the purchase order is within the two-week period that you defined

Note Note

Generally, only one alert is triggered by a due date alert rule, and that is when the due date is met. However, if the due date is changed after an alert is triggered, a new alert is triggered on the new due date.


Is due in - Example

You manage a project in which it is extremely important that you get your deliveries in time. Purchases are handled through the purchasing department of your company, but you want to follow up on deliveries for your project two weeks before the actual delivery date.

You create a rule in which you specify that when the delivery date of purchase orders for your project is two weeks away, you get an alert. You also specify that the alerts are limited to deliveries for your project.

Is due in - How to

Get an alert when the delivery date of a purchase order is two weeks ahead

The following procedure describes how the rule in the example is set up to trigger an alert when the delivery date is two weeks away. The rule specifies that alerts are limited to deliveries on a specific project.

  1. Click > Common Forms> .

  2. In the form, click the tab, and then select the field.

  3. Right-click the field, and then select the menu item.

  4. In the form, select the following options to create the rule:

    • Under , in the box, select .

    • Under , in the box, select , and then select .

    • Under , select Only records that match the selected filter, and then click to open the dialog box. In the dialog box you specify purchase orders on a specific project.

    • Under , select . Alerts continue to be triggered. The rule never becomes inactive.

    • Under , verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.

  5. Click to activate the rule.

Is due - Example

You want to monitor the quotations that are issued from your company. On the expiry date of the quotations, you want to remember to check the details.

You create a rule in which you specify that on the expiry date of each project quotation, you want to be alerted.

Is due - How to

Get an alert on the expiry date of any quotation

The following procedure describes how the rule in the example is set up to trigger an alert when the date stated in the field in the project quotation is reached.

  1. Click > Common Forms> .

  2. In the form, click the tab, and then select the field.

  3. Right-click the field, and then select the menu item.

  4. In the form, select the following options to create the rule:

    • Under , in the box, select .

    • Under , in the box, select .

    • Under , select All records in Quotationsto be alerted about the expiry date of all project quotations.

    • Under , select . Alerts continue to be triggered. The rule never becomes inactive.

    • Under , verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.

  5. Click to activate the rule.

Was due this amount of time ago - Example

Your company gets a series of orders from one customer that will pay a large amount of money, and you want to make sure that the customer pays the invoices. You want to be alerted four days after the last payment day of the orders.

You create a rule in which you specify that four days after the due date of the orders, an alert is triggered. Also, you specify that you want to be alerted only about orders that are actually invoiced.

Was due this amount of time ago - How to

Get an alert four days after the due date of a sales order

The following procedure describes how the rule in the example is set up to trigger an alert four days after the due date of a sales order.

  1. Click > Common Forms> .

  2. In the form, select the tab, and then select the field.

  3. Right-click the field, and then select the menu item.

  4. In the form, select the following options to create the rule:

    • Under , in the box, select .

    • Under , in the box, select , and then select .

    • Under , select Only records that match the selected filter, and then click to open the dialog box. In the dialog box you specify the customer and you specify that the status must be for the sales orders that you want to be alerted about.

    • Under , select . Alerts continue to be triggered. The rule never becomes inactive.

    • Under , verify or adjust the subject title. Optionally, you can write a message to be sent when the alert is triggered.

  5. Click to activate the rule.

See Also