Settings / Production / Alerts & Exceptions

Alerts & Exceptions

Control which operational checks run for this organization, who gets notified, and which thresholds should trigger attention.

Status

Auto Draft PO Created

Enabled

Inform operations leaders when a purchase order is automatically drafted from reorder settings.

auto_po_drafted

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Customer Over Credit Limit

Enabled

Warn when open receivables exceed the customer's credit limit.

customer_over_credit_limit

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Estimate vs Actual Variance

Enabled

Warn when actual cost variance exceeds the configured threshold.

estimate_vs_actual_variance

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Inventory Below Reorder

Enabled

Warn when tracked stock drops below its reorder point.

inventory_below_reorder

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Invoice Aging 30+

Enabled

Warn when invoices age past thirty days overdue.

invoice_aging_30

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Invoice Aging 60+

Enabled

Escalate invoices that are sixty days overdue.

invoice_aging_60

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Job Going Late

Enabled

Warn when an active job is due soon or already late.

job_going_late

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Margin Below Threshold

Enabled

Flag jobs whose margin falls below the configured floor.

margin_below_threshold

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Material Cost Drift

Enabled

Flag purchase receipts whose unit cost materially exceeds the current material cost basis.

material_cost_drift

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Operator Not Clocked In

Enabled

Alert when an assigned operator misses the scheduled clock-in window.

operator_not_clocked_in

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Quote Expiring Soon

Enabled

Surface sent quotes that are about to expire.

quote_expiring_soon

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Quote Needs Follow Up

Enabled

Highlight sent quotes that have been idle past the follow-up window.

quote_no_followup

Leave blank when the rule uses the underlying record threshold, such as customer credit limit or material reorder point.

Choose the roles that should receive in-app notifications when this alert is created. Critical alerts also send email to matching users with email addresses.

Notifications