To set up an alert, perform the following steps:

 

1. Create the following additional custom fields to the Inventory Quantity Available object:

• Alert Level Qty (Data Type: Number, Length: 12, Decimal Places: 6) - Please note that the Safety Stock Quantity field on the Product object can be used as a substitute for this field.
• Qty Above Alert (Data Type: Formula, Formula Return Type: Number: AcctSeedERP__Available_Quantity__c- Alert_Level_Qty__c).

2. Add a workflow rule: Inventory Quantity Available Below Alert Qty with the following settings:

• Inventory Quantity Available: Qty Above Alert is Less than or Equal to 0.
• Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria.
• Immediate workflow actions equals task or email. (Note: If email below is a template for the email).

 

The available quantity for the following Inventory Quantity Available is below the alert Level:

Product: {!AcctSeedERP__Inventory_Balance__c.AcctSeedERP__Product__c}
Warehouse: {!AcctSeedERP__Inventory_Balance__c.AcctSeedERP__Warehouse__c}
Location: {!AcctSeedERP__Inventory_Balance__c.AcctSeedERP__Location__c}
Available Quantity: {!AcctSeedERP__Inventory_Balance__c.AcctSeedERP__Available_Quantity__c}
Alert Level Qty: {!AcctSeedERP__Inventory_Balance__c.Alert_Level_Qty__c}