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Alerts in SAP Business One

[Translate to English:] Alarmmeldungen
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Alarm messages in SAP Business One help you keep track of important tasks. Learn how preconfigured and custom alarms support your team and simplify processes.

In many areas of a company, important tasks arise precisely when certain conditions occur. To ensure that these are not overlooked, it is worth monitoring information automatically. SAP Business One supports you in this with alerts that detect relevant events and immediately inform your team. 

If, for example, you want your SAP Business One solution to automatically notify you when certain conditions are met, then alerts are the perfect solution.

SAP Business One comes with preconfigured alerts such as  credit limit deviation or  discount deviation.

Screenshot alerts in SAP B1

Selection list of available alerts

Of course, you can also create your own alerts. The implementation is very simple:

  • If there is not yet a suitable query in your SAP Business One, you simply create a new one via the query wizard or the query manager (to be found under Extras\Queries). This query must contain the necessary parameters so that an alert can be triggered later.
Screenshot alerts in SAP B1
  • When the query is ready, select the alarm functions in your SAP Business One menu under Administration. There you can open the previously created query (e.g. due service contracts) and set the rules for the alarm. Individual or several persons can be defined as recipients. If you tick the Internal box, the alarm message will appear in SAP Business One within the alarm window.  In parallel, you can also be informed by e-mail. In the meantime, we no longer consider SMS and FAX to be relevant, but they would also work.
Screenshot alerts in SAP B1

Set up a new alarm function under Administration/Alarm Functions

In order to always have an overview of the alerts, you can set up an alarm widget on your desktop in both SAP versions (MS SQL and SAP HANA).

Screenshot alert-dashboard in SAP B1

Example Alarm Dashboard SAP Business One - Version for SAP HANA

Otherwise, the alarm window can also be opened at any time via the menu.

Screenshot menu alerts

And that's it! We hope you enjoy creating your own alerts.

Jens Demut

Jens Demut

Managing Director SIGMA Software und Consulting GmbH

Jens Demut, graduate in business informatics (Dipl.Wirt.Inf.), has 19 years of professional experience in the SAP Business One area. He joined SIGMA Software & Consulting in 2007 as an SAP Business One Consultant and later took on the role of Managing Director.

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