Alerts are conditions you want to be
aware of as they happen in order to trigger further action.
1.
From the Tasks menu, select Action Items.
Peachtree displays the Action Items window.
2.
Select the Alerts tab.
The current Peachtree system date appears along with existing items that meet
the alert condition separately, along with the condition that is being
monitored.
3.
Select the ALERT button at the top of the window.
Peachtree displays the Set Company Alerts window.
4.
To create a new alert condition, select a blank line in the list or click
the Row button menu on the toolbar, then select the Add button.
5.
Select the E-mail check box if you want to send e-mail messages
that notify customers, vendors, employees or others about this Alert. You can
perform this step at any time. Enter the e-mail information at the bottom of
this window.
6.
Select the area of your company that the alert condition applies to. You
can select customer, vendor, employee, inventory item, or G/L account.
7.
Select what to include in the alert condition for the area of the company
that the alert condition applies to. This can be a range of customers, vendors,
employees, inventory items, or G/L accounts.
8.
Select the type of information for the alert condition.
Select the condition and amount that applies to the type of information you have
chosen.
As you enter the alert condition, the Alert Description field displays
your choice.
-- by Gayle Raines, Director of Training at Baytek, an Authorized Peachtree Resource Center.