Getting early warnings with Business Alerts

It's always nice to find out about problems early because early notification usually means that there is still time to fix the issue. Dynamics GP provides a great mechanism for early warnings in the form of Business Alerts. Business Alerts allow companies to build criteria for notification and then to get notified via e-mail or within the application. Additionally, a report of information related to the alert can be sent as a part of an e-mail. A wizard-like interface is used to set up alerts but they can get very complex.

For this recipe we'll build a basic business alert with all of the foundational pieces for a more complicated alert. For our sample business alert, we'll assume that a company would like to be notified when their bank balance falls below $10,000 to allow them to transfer cash from another account.

Getting ready

Users must be logged in as sa (the SQL Server system administrator, otherwise known as the head chef) to create business...