3.2.3.2 View Alert Decisioning

This topic describes the systematic instruction to view, modify, or authorize alert decisioning record details.

A tile is present for each record that has been created. The bottom portion of each record-tile displays the following:

• The status, whether Authorized, Unauthorized, or Rejected.
• Open or Closed.
• The number of times the record has been submitted by the Maker added.

Specify User ID and Password, and login to Home 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 View Alert Decisioning.
   The View Alert Decisioning screen displays.

   Figure 3-21 View Alert Decisioning

   
   

   
   Description of "Figure 3-21 View Alert Decisioning"

   
   
4. Filter the records in the View screen:
   1. Click Search icon to view the filters. The user can filter the records by Corporate Id, Authorization Status, Record Status and Category.
   2. Select the required filter criteria and click Search button to filter the records.
   3. Click Reset to reset the filter criteria.
5. Click Refresh icon to refresh the records.
6. Click Options icon and then, select any of the following options:
   1. Unlock – To modify the record details. Refer to the Create screen for the field level details.
      • Click Audit to view the maker details, checker details of the record. Click Show History hyperlink to view the historical data of the record.
      • Click Show History hyperlink to view the historical data of the record.
   2. Authorize – To authorize or reject the record. Authorizing/Rejecting requires necessary access rights.
      • Optional: Click View to view the record details.
      • If there are more than one modifications, Click Compare to view the comparison through the field values of old record and the current record.
      • Select the record and click Approve to approve the record.
      • Select the record and click Reject to reject the record. Specify the relevant comments in the pop-up window that appears, and click Confirm.
   3. Delete/Close – To remove the record.
      • Optional: In the confirmation pop-up window, click View to view the record details.
      • Click Proceed to delete the record.
   4. Copy – To copy the record parameters for creating a new record.
   5. Reopen – To reopen the closed record.
   6. View – To view the record details. The Alert Decision screen displays.

      Figure 3-22 Alert Decision

      
      

      
      Description of "Figure 3-22 Alert Decision"

      
      

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

      Table 3-14 Alert Decision - Field Description

      Field	Description
      Alert Category	Displays the category of the event for which the alert needs to be set.
      Filter Criteria	Displays the filter criteria for specific application of alerts.
      Relationship Code	Displays the Relationship Code of the alerts.
      Alert Decision Details	This section displays the alert decesion details.
      Event	Displays the event for which the alert should be used. The list of events are displayed based on the selected category.
      Alert Code	Displays the alert code.
      Description	Displays the description of the alert code.
      Delivery Mode	Displays 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
      Recipient	Displays the recipient to whom the alert should be sent.
      Frequency	Displays the frequency to send the alerts as follows: Online - if the alert should be sent only when the event is generated. Scheduled - if the alert should be sent one or more times prior to the generation of the event.
      Template ID	Displays the template ID mapped to the event and alert code when the frequency is set to 'Online'.
      Additional Phone	Displays the additional phone number to send the alert on. This field is displayed only for the SMS modes of delivery.
      Additional Email	Displays the additional email address to send the alert on. This field is displayed only for the Email delivery mode.
      Text Template for Email	Displays the text template for an email alert. This field is displayed only for Online frequency and Email delivery mode.
      Attachment Template for Email	Displays the attachment template for an email alert. This field is displayed only for Online frequency and Email delivery mode.
      Text Template for SMS	Displays the text template for an SMS alert. This field is displayed only for Online frequency and SMS delivery mode.
      Text Template for Dashboard	Displays the text template for the Dashboard alert. This field is displayed only for Online frequency and Dashboard delivery mode.
      Alert Schedule	Displays the alert schedule. Click the View link to view all the associated template IDs and their alert schedule details on the overlay screen. The link is displayed when the frequency is selected as Scheduled.