Schedule Supplier Invoice Notifications
Explanation
This activity is used to schedule event messages to be sent
to the relevant persons on a regular basis, as the supplier invoices approach
dates that require user interaction, or when the invoices reach a certain
status. You can schedule
notifications to be sent for various events as specified below:
- Notify New Invoices - When a new invoice is created with a posting
proposal, a notification can be sent to all the authorizers connected to the
posting proposal. If there are substitutes defined for a specific absent
authorizer, the substitute will also be notified.
- Notify Invoices Due - When there are unauthorized invoices that are close
to the due date, event messages can be scheduled to be sent to a dedicated
user such as a ledger assistant. Event messages will be sent for invoices
with posting authorization lines that are unacknowledged, waiting to be
authorized, or assigned to a wrong authorizer.
- Notify Authorizer Invoices Due - When there are unauthorized invoices that
are due for payment within a specific number of days, event messages can be
scheduled to be sent to the relevant authorizers or substitutes for absent
authorizers.
- Notify Next Authorizer - When a company uses sequential authorization as
the authorization routing method, event messages can be scheduled to be sent
to the person who is the next authorizer of the posting line.
- Notify Wrong Authorizer State - Event messages can be scheduled to
be sent to a dedicated user, such as a ledger assistant, when there are invoices with a
posting proposal that have lines with the wrong authorizers assigned.
- Notify Waiting State - When there are invoices due for payment in a
specified number of days, and the posting proposal lines are in the Waiting
status, event messages can be scheduled to be sent to the relevant
authorizers or substitutes, in case of an absent authorizer.
Prerequisites
There are no prerequisites.
System Effects
As a result of this activity, notifications will be sent to
the relevant persons
when a specified event occurs.
Window
Notification
Schedule
Related Window Descriptions
Notification Schedule
Procedure
- Open the
Notification Schedule window.
- Select the notification event that you want to schedule.
- Click Run to execute the event online.
- Click Schedule to schedule the event to be run at a pre-defined
time. The Create new task schedule opens. Use the
wizard to schedule the event according to your requirement.