Watchouts

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On the ribbon, go to Tools > Watchouts.

 

toolswatchouts

 

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

 

watchoutlist

 

editwatchout

 

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 drop down list depends on which On selection is made, and are self explanatory:

 

watchoutson

for

This drop down 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.

 

watchout

 

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.

 

watchoutincomment

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

Notes and Watchouts

Watchouts

Add a New Watchout

Watchouts in Action