On the ribbon, go to Tools > Watchouts.

The list will run automatically and list all watchouts, either active or inactive.


Watchouts are designed to fire based on selections below:
Field |
Explanation |
|---|---|
On |
Choose from CardFile, Job, Project (if licensed), Purchase Order, Quote, RFC or RTV. |
when |
The dropdown list depends on which On selection is made, and are self explanatory:
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Note: If this field is left blank, the watchout will fire for all objects of that type. |
for |
This dropdown shows options based on what has been chosen in the when field, for example, On Job when Add Stock, for Stock. Choices are CardFile, Item, Project or Stock. |
Field with ellipsis [...] at end |
The choice here is also based on the selections made earlier. In the example above, this is a stock code selection, so the Stock Select screen will appear. |
Active |
Tick to make this an active and usable watchout. |
Add to Object Comments when fired |
The Watchout screen will pop up first.
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The information entered in the field below this header will appear in the Comment grid of the object when it is first created, ie. when first creating a job, etc., after the Watchout screen pops up.
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Valid from |
Choose the date this watchout is to commence. |
To |
Choose the date this watchout is to finish. |
Note area |
Enter the information users should see when this watchout fires. |
Further information