How Sage Alerts can maximize your investment in Sage 300

February 23, 2023

Investing in Sage 300 allows organizations to maintain a tremendous amount of information and allows users to seamless integrate all their modules.  However, none of these modules automatically lets you know when a mission critical event occurs.   Sage alerts and workflow is designed to allow you to determine what information you want and when.  You can also have Sage alerts determine what actions you want taken and when.  Information can be provided in the form of reports, charts or files, and sent via email, text, or webcast.  As a result, Sage alerts is one of our most recommended solutions for any client using Sage 300. 

There are three levels of Sage Alerts:

1. Alerts – allows you to create events and send emails when certain conditions are met.  You can insert information from your Sage database in the body of the email. These alerts can be sent to internal employees as well as outside your organization such as suppliers or vendors.
2. Reports – The reports module allows you to add reports to your alert.  These can be either Crystal Reports or SSRS reports.  Furthermore, reports can be archived directly to specific folders on your network.  You can easily automate the generation of delivery of invoices to customrs, purchase orders to suppliers, and analytical reports to managers.  You can schedule reports to be auto-distributed based on any recurring schedule or only when certain business conditions warrant it. 
3. Workflow –  This allows users to streamline processes by automating best practices.  For example, when a client becomes overdue, automatically put them and any orders on hold; when stock runs low, auto create a purchase order.  If a support request is received via email, turn that message into a support ticket.  Move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.

Easy to follow structure:

Sage alerts runs from a web UI.  It allows you to create Queries which pull relevant data which allows you to determine what action is taken based on the results of those queries.  Queries can be written either in SQL or directly within the query menu.  You can link to any database tables and filter on exactly the data you want to monitor.  Once a query is established, you can then link that query to events.  Events allow you to compose the email, set the frequency of the alert (or set for only when certain conditions are met), assign reports to attach, and with Workflow, even determine what actions/updates need to be made to Sage 300 if necessary.

Alerts can also be purchased for single database, multiple database, or unlimited database connections.

If you feel this solution can provide a valuable return on your Sage 300 investment and assist your organization in isolating critical information and/or automate updates, contact us and we will be more than happy to answer your questions and provide a demonstration.