I don't believe Sage can schedule a custom report... which is how we handle this (usually with Visual Cut... very cost effective).  Design a custom report, filter to only include items according to your business logic, then set VC to only email non-blank results and schedule it.

You can create a report using Sage Intelligence and set it up to auto send to the purchaser. Here is how you would set up the scheduled send - https://youtu.be/1a-R4dFN8UE

Information on Sage Intelligence can be found on the Sage Intelligence Learning Portal - sageu.com/.../ 

Sandra,

Can an SI report be filtered to only email when there are results to a specific query? 

(Users generally only want such a "low stock warning" notification when there is something requiring attention...).

Not on its own but possibly an option within Task Scheduler might work but it will definitely work If used with Sage Alerts & Workflow. 

Update; created an excel file as a guide with a column containing a formula, pulling data from IM_Item_Warehouse and CI_Item

=IF([@QuantityOnPurchaseOrder]>=[@MinimumOrderQty],"",IF([@QuantityOnHand]-[@QuantityOnSalesOrder] <= [@ReorderPointQty],[@MinimumOrderQty], ""))

I then filter out any lines that do not contain a value in that last column (these we do not need to reorder), employees goal is to try to get this file to have the least amount of lines showing, which means we have sufficient inventory in the items we stock.

Also created a bat file to just open excel on the users pc at scheduled times in task scheduler.

If you are that creative why not use Access to query and if certain criteria is met to generate a source file and export and then call a VI job to import the source file (yes you can do that, you can call a VI job from inside of Access).  Use Windows scheduler to open at certain times and run on it's own.

Sorry, but I am lost, what would I be importing?  Could you do that through SQL as well?

jland47 I personally use and highly recommend Jeff-Net Report Runner to schedule and automate custom reports. I use this tool to send out Sales and various department reports for the last 5+ years and its amazing. I even use it to generate static Excel sheets on our server and then report off the Excel files in custom reports and batch email those reports. Highly scalable and easy to use. 

Check them out, I believe they offer a demo.

https://reportrunner.com/products/crystal-reports-scheduler-automation

In your case, you could use this UDF as the record selection on your custom report and then email that list every morning to the purchaser.

Hope this helps.