AR Aging Alert Configuration Dialog Box

AR Aging alerts notify specified employees when a project reaches certain accounts receivable criteria.

For example, you can create an alert that notifies employees when Vision finds invoices between 20 and 60 days old and are over $2,000. This alert is triggered by the process server.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the System Alerts Configuration form, select Accounting.
3. In the grid, click AR Aging and then click .

Contents

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, 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

Select the employee(s) or employee group(s) to receive the alert.

Field	Description
Project Team Role	Select this option to send the alert to the project team role that you select from the drop-down list.
Principal	Select this option to send the alert to the project principal (specified on the General tab of the Project Info Center).
Project Manager	Select this option to send the alert to the project manager (specified on the General tab in Project Info Center).
Supervisor	Select this option to send the alert to the project supervisor (specified on the General tab of the Project Info Center).
Selected Employees	On the Employee lookup, select the employee(s) to receive the alert.

Alert Criteria

Field	Description
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. You must enter a number greater than zero (0).
Minimum Amount	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	Use Send when x ... 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.

Delivery Options

You can select one or both of these options.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Email Options

These options are activated when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

Buttons

Field	Description
OK	Click this button to save entries and changes on the dialog box and dismiss it.
Cancel	Click this button to dismiss the dialog box without saving entries and changes.
Help	Click this button to open the help topic for the dialog box.