Imagine a computer program that automatically sends you a
note every time your checking account balance fell below a specified amount, or
once a month sends you a note about all the subcontractor insurance
certificates that were due to expire next month. Did you know that capability is already
included in Sage 100 Contractor?
Earlier, I wrote about constructing queries to make it
easy to find certain records or information in your Sage 100 Contractor
data. I pointed out that if one could
construct a query, it is a simple and logical progression to construct Alerts.
Alerts Manager (menu 7-9), after searching your company data
for conditions you specify, can send an Alert to your Dashboard, or an email to
specified employees, alerting to the existence of that condition. You define how frequently, and at what time
of day, the data is searched.
The system includes a handful of Alert Queries that can be
used as templates and provide insight into what one can accomplish with Alerts:
- Bid Opening Dates Next Week,
- Checking Account Balance Below 10K,
- Client Equipment Service Due Next Month,
- Client Equipment Warranties Expiring Next Month,
- Employee Licenses Expiring Next Month [in addition to trade or drivers’ licenses, consider defining expiring employment authorizations and resident alien cards as “licenses” to work],
- Employee Training Due Next Month [consider defining employee performance or compensation reviews to be “training” opportunities as well],
- Employees Hired This Month,
- Equipment Payments Due this Week,
- Equipment Service Due Next Week (in Equipment Management), and
- Vendor Certificates Expiring Next Month.
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