Creating an Alert Rule

You can create an alert rule which gets triggered at the time there is a status change for the reconciliation. You can also create an alert rule to add to a format, profile, or reconciliation.

To create an alert rule:

1. From the Home page, select Reconciliations.
2. Select a reconciliation and click Edit.
3. Select the Rules tab and then click + (New).
4. On the New Rule dialog, select Create Alert from the Rule drop down.
5. Enter defining information for the Create Alert rule:
   • Optional: Enter a description of the rule.
   • Enter an Alert Name (such as Missing Data).
   • In Type, choose an alert type from the drop down list (such as Basic Alert).
   • In Priority, select a priority level (High, Med, or Low).
   • Optional: In Restriction, choose either None (default), Prevent Close, or Prevent Workflow. This option is not applicable for Transaction Matching alerts.
   • In Owner, select an owner from the drop down list.
   • In Assignee, select an Assignee from the drop down list.
   • In Notification Assignee, click the Member Selector and select the user who must take some action for the Assignee to resolve the alert. This user can be a standard user or a member attribute of type User. An email notification is sent to this user when the alert is generated..
   • Optional: Enter an Approver.
   • Enter a description of the alert.
   • You can also create a filter by entering criteria and using filter conditions.
   • Click OK once you have entered all required information.

Note:

In Transaction Matching, you can configure automatic generation of alerts through the use of rules that get triggered when the rule conditions are met. See Setting Up Alert Rules for Automated Alerts in Setting Up and Configuring Account Reconciliation.