3.2.3.1 Create Alert Decisioning

This topic describes the systematic instruction to set the delivery mode and frequency of sending alerts to a recipient.

Newly set decisioning records take effect once authorized. The phone number and email ID are obtained from the records maintained in the Alert Contact Details screen. Additional contact information can be entered in this screen.

1. On Home screen, click Receivables and Payables. Under Receivables and Payables, click Maintenance.
2. Under Maintenance, click Alerts. Under Alerts, click Alert Decisioning.
3. Under Alert Decisioning, click Create Alert Decisioning.
   The Create Alert Decisioning screen displays.

   Figure 3-17 Create Alert Decisioning

   
   

   
   Description of "Figure 3-17 Create Alert Decisioning"

   
   
4. Specify the fields on Create Alert Decisioning screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-10 Create Alert Decisioning - Field Description

   Field	Description
   Alert Category	Select the category of the event for which the alert needs to be set. The options are: Credit Note File Upload Invoice Payment Purchase Order
   Filter Criteria	Select the appropriate filter criteria for specific application of alerts. The options are: Party and Role Based Relationship Based Default
   Event	Select the event for which the alert should be used. The list of events are displayed based on the selected category. If the Category is selected as Credit Note, the following event is displayed in the drop-down list: Invoice-Credit Note Recon Raise If the Category is selected as File Upload, the following events are displayed in the drop-down list: Invoice Payment Credit Note Debit Note Purchase Order If the Category is selected as Invoice, the following events are displayed in the drop-down list: Raise Accept Invoice Assign Dispute Modify Cancel Invoice Reassigned Raise In Progress Accept In Progress Dispute In Progress Modify In Progress Cancel In Progress Invoice Reassigned In Progress If the Category is selected as Payment, the following event is displayed in the drop-down list: Invoice-Payment Recon Create Payment If the Category is selected as Purchase Order, the following events are displayed in the drop-down list: Raise Accept Modify Cancel Invoice Overdue
   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. The available options are: Buyer Supplier Bank User
   Frequency	Select the frequency to send the alerts as follows: Online - if the alert should be sent only when the event is generated.
   Delivery Mode	Select the mode through which the alert should be sent. If the Plato Alert Integration toggle is enabled at the System Parameters screen, then the available options are: Dashboard Email SMS If the Plato Alert Integration toggle is disabled at the System Parameters screen, then the available options is: Email
   Additional Phone	Specify the additional phone number to send the alert on. This field is displayed only for the 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 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.

5. Click Add/Edit to add alert decision details in the grid or modify a selected records from the grid.
6. Perform the following steps to take action on the records in the grid.
   1. Select the record in the grid and click Options icon under the Action column.
   2. Click Edit to modify records in the grid.
   3. Click Delete to remove the record.
7. Click Save to save the record and send it for authorization.