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.
- Notify Unbalanced Invoices - When there is an unbalanced invoice with
a posting proposal, an e-mail notification will be sent to the authorizer(s)
connected to the posting proposal. If the company uses consecutive authorization
as the authorization routing method, the next authorizer will receive the
notification. If the company uses parallel authorization as the authorization
routing method, all the authorizers connected to the Posting Proposal will
receive the notification. If there are substitutes defined for a specific
absent authorizer, the substitute will also be notified.
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.