| Field | Description |
|---|
| Alert Rule Name
|
This field displays the names of existing alert rule(s), for example
Invoices Over 60 Days; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
|
| Enabled
|
Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
|
| Languages
|
This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the
Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The
Language field displays
<languages selected> if any languages are selected.
|
| Send To
|
|
| Selected Employees
|
Select the employee(s) or employee group(s) to which you want to send the alert.
|
| Project Team Role
|
Select this option if you want to send the alert to a specified project team role; then select the team role from the drop-down list.
|
| Project Manager
|
Select this option if you want to send the alert to the project manager(s). This information is taken from the
Project Manager field on the General tab in Project Info Center.
|
| Supervisor
|
Select this option if you want to send the alert to the project supervisor(s). This information is taken from the
Supervisor field on the General tab in Project Info Center.
|
| Principal
|
Select this option if you want to send the alert to the project principal(s). This information is taken from the
Principal field on the General tab in Project Info Center.
|
| Alert Criteria
|
|
| Selected Projects
|
Select the projects for which you want to send the alert.
|
| Send every x days
|
Enter the number of days that you want the alert repeated. The number you enter must be greater than zero (0).
|
| Minimum Amount
|
Any invoices found over this amount, or any sum of invoices found over this amount (when grouped by Project or Client), will be included in the alert. The value 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
|
Send when x ... allows you to create rules that examine invoices grouped by invoice, client or project. In this way, you can be alerted when invoiced grouped and summed by Client, for example, fall between 20 and 60 days old an are over a specific amount of money.
... is between x and x days old allows you to specify the age range of invoices, either ungrouped, or grouped and summed by client or project. Vision includes any invoice aged between these two values in the alert.
|
| Delivery Options
|
You can select one or both of these options.
Email
Select this option if you want Vision to send the alert via an email message. The client and project type links in the emails will be sent to the Invoice Review and Project Review applications respectively. If you select this option, complete the
Email Options.
Dashboard
Select this option if you want Vision to send the alert via the dashboard. The link in the Alerts dashpart will open the AR Aging report Options dialog box.
|
| Email Options
|
If you selected
Email for the delivery option, these fields are activated.
|
| Subject
|
Enter the subject text for the email.
|
| Message
|
Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools.
|