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Three places to set up text your company shows or sends: Announcements and
Messages are tabs of Administration and Setup → Company Preferences (Messages is also under
Administration and Setup → OJ Setup → REPORTS → Messages & Documents), and automatic
emails and alerts are built in Administration and Setup → Notifications.
What, where, who, when, why
| What | Three text surfaces in one chapter: Announcements (sign-in newsletters and order-time info/warning/error stops), Messages & Documents (the printed message blocks per document type), and the Notification Manager (automatic emails, popups and alerts fired by events). |
| Where | Company Preferences → Announcements and Messages tabs (Messages also under OJ Setup → REPORTS → Messages & Documents); Administration and Setup → Notifications for the wizard. |
| Who | Announcements need the create/edit-announcement right and are usually owned by sales/production management (they can stop orders!); messages by whoever owns the printed documents; notifications by an administrator. |
| When | Announcements for time-boxed campaigns and policy stops (untick Active when over); messages once per document layout; notifications when a repeated manual email becomes a chore. |
| Why it matters | An Error announcement is the only configuration-driven hard stop on order placement — it enforces itself every time a matching item is configured until its Due Date passes or Active is unticked. Messages and notifications, by contrast, only say things; they never block. |
Announcements tab
Creating or editing needs the user right to create/edit company announcements. Fields: Type
(required), Module, Series, Title (required), Scheduled On and Due Date
(both required; Due Date cannot be before Scheduled On), Active, a picture and the message text
(required).
| Type | Where it shows |
|---|---|
| Newsletter | After you sign in, a Newsletter window lists every active newsletter whose Due Date is today or later. |
| Information / Warning / Error | Checked when an order is placed or confirmed. When your company is set up as a supplier (manufacturer), for each configured item the active announcements of the Customer module for that item’s series (Due Date today or later) are shown in the scheduling messages. Information and Warning are shown as messages; an Error stops the order unless the user has the right to overrule announcement rules, in which case it is shown as a warning. When your company is set up as a dealer, the supplier’s announcements for the order are checked instead. |
from the day it is saved until its Due Date; Scheduled On is stored but does not hold it back. Untick Active
to hide it.
Worked example — an Error announcement that stops orders on a discontinued glass
The supplier discontinues a Low-E glass on the first of next month. Production wants no
order to slip through with that glass after the cut-over — not a memo, a hard
stop:
| Field | Value | Why |
|---|---|---|
| Type | Error | Information and Warning only message; Error stops the order unless the user holds the overrule right (then it degrades to a warning). |
| Module / Series | Customer / the affected series | Scopes the check to configured items of that series at order placement or confirmation. |
| Title / message text | “Low-E discontinued — use Low-E Plus” |
Tells the user exactly what to do instead of just saying no. |
| Scheduled On / Due Date | the 1st / end of the quarter | Required pair; Due Date gates visibility (today or later). Remember the quirk above: it shows from the day it is saved, not from Scheduled On. |
| Active | ticked now, unticked when the glass is swapped out of the rules |
Unticking Active is the off switch once every product rule has moved to the replacement glass. |
Messages (Messages & Documents)
One message set per document type. Fields: Type Document and Description (required),
Show Option, Show Glass, Show NFRC, five messages (Message Title 1–5, each
with a picture and formatted text; Message 1’s title and text are required) and Terms of Condition
(Term Condition Title, Term Condition Acceptance Title, text).
- Quote, invoice and similar document layouts look up the set whose Type Document matches the document’s
type and print its message titles and texts. Keep one set per document type. - Show NFRC is passed to the item sections of those layouts; Show Option, Show Glass and the Terms of
Condition are stored but not printed by the standard layouts.
Notifications
The Notification Manager builds automatic messages. The left rail (Notifications) lists them
with a search box and filters (All, Email, GUI, Printable, Scheduled); New notification starts a five-step
wizard:
| Step | What you set |
|---|---|
| Purpose | What fires it: a Task Type, a Communication type, an Action or event (module + module action), or a Condition (scheduled) with a threshold and a Repeat guard (once per record, daily, weekly). Then a name and the use: Email, On-screen (GUI) or Printable. A notification with no event “cannot be reached at runtime”. |
| Channels & recipients | Email (To / CC / BCC from the record’s address fields, people, or a fixed address), Popup (to signed-in users, optionally leaving an alert if they are not signed in) and Alert (the bell inbox; expiry, link to the record, severity). At least one channel and one To recipient are needed. |
| Message | Subject and body with merge fields from the record, a live preview, and a company-logo button. |
| Attachments | A generated document (a report) or a fixed uploaded file. |
| Review & test | All checks, a Send test to your own address, then Save & activate or Save as draft (drafts are not offered anywhere). |
- Events wired today include an order being confirmed by scheduling and a production batch being created,
released, finalized or completed. - Scheduled conditions are checked every hour (at 7 minutes past) for every company database. A popup alone
only reaches whoever is signed in, so the wizard asks you to add Alert. - Advanced search → Notification coverage lists each module action and whether a notification
covers it.