- Receivables and Payables User Guide
- Maintenance for Receivables and Payables
- Alerts Maintenance
- Alert Decisioning
- Create Alert Decisioning
2.9.3.1 Create Alert Decisioning
This topic describes the systematic instruction to set the delivery mode and frequency of sending alerts to a recipient.
- On Home screen, click Cash Management. Under Cash Management, click Receivables & Payables.
- Under Receivables & Payables, click Maintenance. Under Maintenance, click Alerts.
- Under Alerts, click Alert Decisioning. Under Alert Decisioning, click Create Alert Decisioning.The Create Alert Decisioning screen displays.
- Specify the fields on Create Alert Decisioning screen.
Note:
The fields, which are marked with an asterisk, are mandatory.Table 2-23 Create Alert Decisioning - Field Description
Field Description Category Select the category to set the alerts for. Filter Criteria Select the appropriate filter criteria for specific application of alerts. Relationship Code Click the search icon and select the relationship to set the alerts for. This field appears if the Filter Criteria is selected as Relationship Based.
Event Select the event to set the alert for. Alert Code Click the search icon and select from the required alert code. The list of alert codes are displayed as per selected combination of category and event. Description Displays the description of the selected alert code. Recipient Select the recipient to whom the alert should be sent. Frequency Select the frequency to send the alerts as follows: - Select Online if the alert should be sent only when the event is generated.
- Select Scheduled if the alert should be sent one or more times prior to the generation of the event.
Delivery Mode Select the mode through which the alert should be sent. Generate days before Specify the number of days before the event when the alert should be generated in the system. Additional Phone Specify the additional phone number to send the alert on. This field is displayed only for the WhatsApp, and SMS modes of delivery.
Additional Email Specify the additional email address to send the alert on. This field is displayed only for the Email delivery mode.
Text Template for Email Click the search icon and select the text template for an email alert. This field is displayed only for Online frequency and Email delivery mode.
Attachment Template for Email Click the search icon and select the attachment template for an email alert. This field is displayed only for Online frequency and Email delivery mode.
Text Template for Whatsapp Click the search icon and select the text template for the WhatsApp alert. This field is displayed only for Online frequency and Whatsapp delivery mode.
Text Template for SMS Click the search icon and select the text template for an SMS alert. This field is displayed only for Online frequency and SMS delivery mode.
Text Template for Dashboard Specify the text template for the Dashboard alert. This field is displayed only for Online frequency and Dashboard delivery mode.
- On selecting the Scheduled option in the Frequency field, click the Alert Calendar icon to select the alert schedule.The Alert Schedule popup screen displays.
- In the Number of Alerts field, enter the total alerts to be sent.
- In the Interval Days field, enter the interval in days between each alert.
- In the Text Template field, enter the alert content to be sent.
- In case of Email delivery mode, in the Attachment Template field of each alert, click the Search icon and select the template for the alert
- Click Add to add the selected templates.
- Click Reset to clear the fields.
- Click Add/Edit to add alert decision details in the grid or modify a selected records from the grid.
- Perform the following steps to take action on the records in the grid.
- Select the record in the grid and click Options icon under the Action column.
- Click Edit to modify records in the grid.
- Click Delete to remove the record.
- Click Save to save the record and send it for authorization.
Parent topic: Alert Decisioning