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.