Smart Event - New GL Code Email

This Smart Event sends an email when a new GL Code is created in Sage Intacct. My customers have asked for this when they want the management accountantto know that the new GL Account has been created and allowing them to check budgets and reporting

Navigate to the Smart Event Wizard either by Customisation Services or Platform Services > Smart Events > Add

The wizard guides you through the process of designing your smart Event

Step 1 Choose object to extend | Owner object Select GL account | Click Next

Step 2 a. Select event properties Action Select Email | b. Events Select Add | c. Condition Enter {!GLACCOUNT.TITLE!} <> "" | Click Next

Step 3 Select Email Properties Email Enter The email address* | Subject New GL Code {!GLACCOUNT.ACCOUNTNO!} {!GLACCOUNT.TITLE!} | Body A new GL Code has been created {!GLACCOUNT.ACCOUNTNO!} - {!GLACCOUNT.TITLE!}.

Please check that it has been included in the budget. | Click Next

 Step 4 Select deployment options Smart link ID Enter NEW_GL_GLCODE | Description A new GL Code has been created | Status Active | Click Save

*In a later blog we will look at using dynamic rather than static email addresses.