Show TOC

Function documentationSetting Up and Working with Alerts Locate this document in the navigation structure


Use the alert function to have SAP Business One automatically notify selected users whenever certain system events occur. Alert settings can be customized for each user. This function is optional.

There are two types of alerts, predefined alerts and user-defined alerts. In addition, approval procedures also trigger alerts when their conditions are met.

Alerts notify the appropriate parties; they do not stop a document from being posted.

When working with alerts you can do the following:

  • Activate alerts to automatically send an internal or external message, by e-mail, SMS, or fax.

    Note Note

    Messages can be sent externally only when the corresponding address details for the user have been defined in the system. To define a user's e-mail address, use the Users - Setup window. For more information, see Users - Setup Window.

    End of the note.
  • Reply to the alert. This reply, like the original alert, can be sent by an internal in SAP Business One or external message, such as e-mail, SMS, or fax.

  • Create different types of user-defined alerts according to your specifications.

  • Activate predefined alerts, for example, for deviations from a discount percentage for all outgoing sales document types, such as quotations, orders, deliveries, and invoices.

  • Modify, or deactivate alerts at any time.

  • View the alerts.