Master Notifications

Configure and use master notifications in Bevica to prompt users at the right time.

Give your order processors more information as they create documents. Master Notifications lets you assign alert notes against Items, Resources, Customers or Vendors and have them appear as documents are being created.

Prerequisites

Items, Resources, Customers and Vendors have been created and set up.

Master Records

1. Navigate to either the Item, Resource, Customer, or Vendor List or Card pages.
2. On the ribbon select Item, Resource, Customer or Vendor, then Master Notifications.

The master notifications page has the following fields.

Field	Note
Note	A 250-character field text field. This text appears on the document when the item, resource, customer or vendor is added.
Document Type	This field only applies to Item and Resource notifications. Set the document type where you want the notification to appear, options are Sales (All), Purchase (All), Transfer, Assembly, Sales Order, Sales Invoice, Sales Return Order, Sales Credit, Purchase Order, Purchase Invoice, Purchase Return Order or Purchase Credit. Note that only one notification can appear per document. For example, if you have a Sales (All) and a Sales Order notification and create a sales order document, the Sales Order notification will be displayed. If you create a sales invoice document, the Sales (All) notification will appear.
Start Date	Set the date you want the notification to start being displayed.
End Date	Set the date you want the notification to end being displayed.

Notifications appear on the document header alongside other notifications. Expanding the note will let you see any additional text and open the notification's master record card page. See the end of this article for the full list of where document notifications appear.

Example of notifications on a Sales Order:

My Notifications

The My Notifications area lets you further control how your notifications are handled.

Search for the My Notifications page and find the Master Notifications record.

• All notifications can be disabled by setting the Enabled field to false.
• Clicking the (View filter Fields) lets you refine which notifications you see by filtering in which types of notes you want to see.

Notification triggers

A Customer notification is triggered when the Customer No. is added to these sales documents:

• Quote
• Blanket Order
• Order
• Invoice
• Return Order
• Credit Memo

A Vendor notification is triggered when the Vendor No. is added to these purchase documents:

• Quote
• Blanket Order
• Order
• Invoice
• Return Order
• Credit Memo

An Item notification is triggered when an Item is added to these documents:

• Sales Quote line
• Sales Blanket Order line
• Sales Order line
• Sales Invoice line
• Sales Return Order line
• Sales Credit Memo line
• Purchase Quote line
• Purchase Blanket Order line
• Purchase Order line
• Purchase Invoice line
• Purchase Return Order line
• Purchase Credit Memo line
• Transfer Order line
• Assembly Order
• Assembly Order Line

A Resource notification is triggered when a resource is added to these documents:

• Sales Quote line
• Sales Blanket Order line
• Sales Order line
• Sales Invoice line
• Sales Return Order line
• Sales Credit Memo line
• Purchase Quote line
• Purchase Blanket Order line
• Purchase Order line
• Purchase Invoice line
• Purchase Return Order line
• Purchase Credit Memo line
• Assembly Order Line