Sending E-mail Alerts from Intercompany Transactions Reports

You can send an e-mail alert from an Intercompany Transactions Report by Transaction ID or a Report by Account. Within each group of matching transactions in the report, there is an Alert button next to the subtotal row and you can send an e-mail alert for the users responsible for a selected group. The e-mail alert displays the application, module, comment, point of view, and the entity and partner for the group of transactions.

Because the e-mail is generated for the matching report, the system automatically sends alerts to the users responsible for the entity or partner entity; therefore only the option to generate e-mail for both the entity and partner is available. The system generates an alert to the user responsible for the entity, and to the user responsible for the partner entity.

You can include comments in the e-mail content in addition to the transaction information included by the system.

When you generate an e-mail alert, you receive a confirmation log that includes the information for the e-mails sent to various users.

  To send e-mail alerts from an Intercompany Transaction Report:

  1. Run the Intercompany Transactions Report by Transaction ID or by Account.

    See Running a Matching Report by Transaction ID and Running a Matching Report by Account.

  2. From the report, select Alert next to the transaction for which to send an alert.

  3. Optional: In Comment for all alerts, enter a comment.

    The comment is used for all the alerts that are generated.

  4. Click Send.