Creating Notification Scenarios

You can create notification scenarios for GST tax rate rules and LUT bond and details. You can use predefined criteria to create a scenario.

To view the predefined criteria for GST tax rate rules or LUT bond and details, click the Criterias subtab on the Customized Notifications page. After you create a scenario, assign it to a feature.

Before you create a scenario, consider the following points:

• Only users with the Administrator and India Tax Manager roles can create, edit, view, or delete notification scenarios.

• You can’t create GST tax rate rule and LUT bond and details scenarios through CSV.

• You can’t add, delete, or edit criteria. All criteria are predefined.

• You can’t add duplicate criteria, email content, or recipients to a scenario.

• You can’t create duplicate notification scenarios for a feature.

• If a GST tax rate rule or LUT bond and details notification scenario has dependent records, you can’t delete the scenario.

• When you create a scenario, you must add at least one criterion and email content details.

To create a scenario for a feature:

1. Go to Setup > India Localization > Customized Notifications.

2. Based on the feature you want to work with, click the GST Tax Rate Rule or LUT Bond and Details subtab.

3. On the Scenarios subtab, click New GST Notification Scenario or New LUT Notification Scenario.

4. Enter a unique name for the scenario.

5. Enter a description for the scenario.

6. Click the Criteria subtab.

7. In the Details section, fill out the following fields:

   1. Criteria – Select a predefined criterion available for a localization feature. This field is required.

   2. Record Type – Select a record type to apply the criterion. This field is required.

   3. Field Name – Select a field on the selected record type to apply the criterion. This field is required.

   4. Operation – Select the operation that you want to perform on the selected field. This field is required.

   5. Operation Value – Enter a value based on the selected operation.

   6. Description – Enter a description as required. This field is optional.

8. To add the criterion to the scenario, click Add Criteria.

9. Click the Email Content subtab.

10. In the Details section, fill out the following fields:

    1. Record Type

    2. Field Name – Select a field associated with the record type.

11. To add an email content to the scenario, click Add Email Content.

12. Click the Email Recipients subtab.

13. In the Recipient Email ID field, enter the recipient’s email ID.

14. In the Recipient Name field, enter the recipient’s name.

15. Click Save.

After you create notification scenarios for a localization feature, assign the scenario to the feature. For more information, see Assigning Notification Scenarios to a Localization Feature.

Editing Notification Scenarios

The India Localization SuiteTax Engine SuiteApp lets you edit a notification scenario.

To edit a notification scenario:

1. Go to Setup > India Localization > Customized Notifications.

2. Based on the scenario you want to edit, click the GST Tax Rate Rule or LUT Bond and Details subtab.

3. Click Edit beside the scenario you want to edit.

4. Modify the scenario details as required.

5. Click Update Criteria.

6. Click Save.

Viewing Notification Scenarios

To view the list of scenarios for GST tax rate rules or LUT bond and details, click the Scenarios subtab for the feature.

Related Topics

• Sending Customized Notifications
• Using the Customized Notification Feature
• Creating Notification Scenarios
• Assigning Notification Scenarios to a Localization Feature

General Notices