Use these fields and options to set up an AR aging alert.
| Field | Description |
|---|
 Save Rule
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Click this option to save the changes in the settings for the alert without closing the dialog box. (This option is disabled if there are no changes to be saved.)
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| + Add Rule
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Click this option to add a new alert rule. On the Add Rule dialog box, enter a unique alert rule name for the new alert and click
OK to close the Add Rule dialog box. The new rule name is displayed in the
Alert Rule field.
|
 Copy Rule
|
Select an alert rule in the grid with settings that you want to copy into a new alert rule and then click
Copy. On the Copy Rule dialog box, enter a unique alert rule name for the new alert rule and click
OK to close the Copy Rule dialog box. The new rule name is displayed in the
Alert Rule field with the same settings as the alert that you copied.
|
 Delete Rule
|
Select a rule and click this option to delete it.
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| Field | Description |
|---|
| Alert Rule
|
This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click
Add Rule on the toolbar and enter the new alert rule name on the Add Rule dialog box. Each alert rule name must be unique.
|
| Rule Enabled
|
Select this check box to enable the rule. When the alert is active, any of its enabled rules can run, and disabled rules do not run. If the alert is not active, none of its rules can run, regardless of this setting.
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Alert Criteria
| Field | Description |
|---|
| Selected Projects
|
Select the projects for which you want to send the alert.
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| Send Every X Days
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Enter the number of days that you want the alert repeated. You must enter a number greater than zero (0).
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| Minimum Amount
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Any invoices over this amount, or any sum of invoices over this amount (when grouped by project or client), are included in the alert. The value that you enter here is used with the
Send when x is between x and x days old field to determine if an invoice or grouped set of invoices is "late."
|
| Send When X Is Between X And X Days Old
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Use
Send When to create rules that examine invoices grouped by invoice, client, or project. In this way, you can be alerted when invoices grouped and summed by client, for example, fall between 20 and 60 days old and exceed a specific amount of money.
Use
Is Between X And X Days Old to specify the age range of invoices, either ungrouped, or grouped and summed by client or project. Any invoice aged between these two values is included in the alert.
|
| Report in
|
If you use multiple currencies, select
Billing Currency or
Project Currency to specify the currency in which amounts display.
|
Show Alert To
Select the employees or employee groups to receive the alert.
| Field | Description |
|---|
| Principal-In-Charge
|
Select this option to send the alert to the project principal.
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| Project Manager
|
Select this option to send the alert to the project manager.
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| Supervisor
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Select this option to send the alert to the project supervisor.
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| Project Team Role
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Select this option to send the alert to the project team role that you select from the
Roles drop-down list.
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| Roles
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This drop-down field is enabled when the Project Team Role option is selected. Select a role that receives the alert.
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| Selected Employees
|
Select the employees to receive the alert.
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Delivery Options
You can select one or both of these options.
| Field | Description |
|---|
| Email
|
Select this check box to send the alert by email to employees.
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| Notification Center
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Select this check box to send the alert to employees via the Notification Center.
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| Field | Description |
|---|
| Save and Close
|
Click this option to save the configuration that you've made for the alerts and close the dialog box. This option is disabled if there are no changes to be saved in the alert rule. You can click
Cancel to close the dialog box instead.
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| Cancel
|
Click this option to close the dialog box without saving any changes made to the alerts.
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