About Using Alert Types

If you encounter issues while working towards closing a reconciliation, alerts enable you to handle communication between the user having an issue and others users that may be able to help resolve the issue.

Alerts also help administrators and managers analyze the types of issues that users encounter during the business cycle and make changes to prevent them in future cycles. Alert types can be associated with a group attribute.

The alerts feature includes:

• Creation of alert types by administrators that can be associated with reconciliations and transactions and define a procedure that captures critical information and assigns key personnel for issue resolution.

  See Creating Alert Types.

• Creation of actual alerts by users when they run up against an issue and they can provide detailed information about that issue. Alerts include instructions, questions, attributes, and workflow and have their own templates, dashboards and reports. See Creating Alerts and Setting Up Default Support Values in Setting Up and Configuring Account Reconciliation.

• Automatic creation of alerts through the use of rules that get triggered based on meeting certain conditions. For Reconciliation Compliance, see Creating an Alert Rule. For Transaction Matching, see Setting Up Alert Rules for Automated Alerts in Setting Up and Configuring Account Reconciliation.

• Escalation of automatically generated alerts, if the Assignee does not resolve the alert in the specified time.

• Centralized management of alerts for administrators through the Alerts List available through a card on Account Reconciliation Home. See Alerts.

Note:

Alert types cannot be deleted if they’re being used in one or more alerts.