Alert Type Lookup Dialog Box

Use the Alert Type dialog box when you are setting up an invoice approval process to select how you want notification alerts to be delivered to employees.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Billing > Invoice Approval Process.
2. In the Actions grid on the Invoice Approval Process form, click in the Alert Type field and then click .

Contents

Field	Description
Display Type	This field prefills with Standard and you cannot change it.
Search	Click this button to display options for sending notification alerts to employees. The options that display in the results box are Dashboard, Dashboard and Email, and Email.
Search By	This field does not apply for alert types.
Search Text	As an alternative to clicking the Search button to display a list of the notification methods, you can type either an "e" or a "d" in this field to display the email or dashboard delivery methods in the results box.
Results Box	Click one of the delivery methods (Dashboard, Dashboard and Email, or Email,) then click Select.
Clear	Click this button to clear all the entries in this dialog box.
Select	Click this button after you select a delivery method. You return to the Invoice Approval Process form. The delivery method that you selected displays in the Alert Type field as underlined, blue text. Click the underlined text to open either the Email Configuration dialog box or the Dashboard dialog box to enter configuration settings for the delivery method.
Close	Click this button to ignore any selections that you made on this dialog box and return to the Invoice Approval Process form.
Help	Click this button to open the help topic for the Alert Type dialog box.