You can add a new watchout in either one of these ways: from the Watchouts list selected by Tools > Watchouts on the ribbon or from the Watchouts tab on a specific object displaying the tab in the footer.
Because a watchout is dynamic, appearing only when triggered by a particular event, it's necessary to set the parameters for how the watchout will work.
This is done by:
1.Choosing which object the watchout is to appear, eg. job, quote, etc.
2.Selecting when the event within that object will trigger the watchout, eg. when Cust# changes, Ship# changes, etc.
3.Selecting the date when this watchout is valid from/to. (This is optional, so may be left blank).
The drop-down selections available in the When and For fields will depend on which On is selected, as shown here.
Job |
Quote |
PO* |
RTV* |
RFC* |
Project |
Selected Event |
Watchout will display when... |
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Add |
A new job, quote, PO, RTV, RFC or project is added. |
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Cust# changes |
The Cust# changes on a job, quote, RFC or project. |
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Vend# changes |
A PO or RTV Vend# is changed. |
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From# changes |
The From# changes on a job, quote, PO or RTV. |
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Ship# changes |
The Ship# changes on a job, quote, PO or project. |
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Item# changes |
The Item# changes on a job, quote or project. |
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Receive PO |
The PO is taken to Received status. |
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Finish |
A job, quote, PO, RTV, RFC or project is finished. |
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Invoice |
A job is invoiced. |
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Add Stock |
Stock is added to a job, quote, PO, RTV, RFC or project. |
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Add Billing Job |
A billing job is added to a project. |
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Add Service Job |
A service job is added to a project. |
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Add Consumable Job |
A consumable job is added to a project. |
PO = Purchase Order. RTV = return to vendor. RFC = Return From Customer.
Ticking the Add to Object Comments when fired will automatically log that watchout to the related object, allowing an audit trail that the watchout was fired, when and by whom.
When adding from within a card file, project, Item or stock, the for details (highlighted in the above example) are filled in automatically. These fields must be completed manually when entering a watchout from the Tools menu, or from some other objects.
Displaying Watchouts Based on Dates
When adding or editing a watchout, you can optionally specify dates that you want this watchout to be valid for. You can specify either the Valid From or Valid To date, or both, allowing the watchout to be displayed during this period. This can be extremely useful for timed events like catalogue releases, price change reminders, etc.
Further information: