Employee Alerts - G/L Balance Limit
An employee can receive a notification if the balance in a g/l account exceeds or drops below a certain dollar amount.
Configuring the G/L Balance Limit Alert
Step 1:
Set up the alert recipient on the employee master. Refer to the help document Creating Alert Recipients for the details on how to add the alert contact.
Step 2:
Open the employee master record for whom you would like to configure the alert. Navigate to the Alerts tab at the top right-side of the screen.
Step 3:
Click “Add” at the top left of the screen to get the pop-up to add a new alert. You will see the options for all alert types available to configure for the employee. Double click on the option for “GL Balance Limit”.
Step 4:
Once you have opened the Alert Form, you will see the pop-up below. There are 6 fields on the form you can configure to customize this alert.
A. Choose the Variable Values (G/L Account) – To select the variable value, click the ellipse (…) on the right side of the box labeled Variable Values. You will get a pop-up with the list of G/L accounts. Select the option of your choice by checking the box on the left and click OK to set the value. In my example, I will choose account SAT-1-10010-01.
B. Set the Limit Type: Click the dropdown arrow in the Limit Type field and choose the option you wish to configure. For this example, I will use “Greater Than”.
C. Specify the Limit Value: The Limit Value field allows you to specify a dollar amount that will trigger the alert when combined with the Limit Type. In my example, my limit type is Greater Than, and my Limit Value is 50,000.00. With this setup, this employee will receive an alert when the G/L balance exceeds 50,000.00.
D. Add Delivery Addresses – all alert recipients set up for this employee will show in the dropdown in this field. Select the address(es) you would like to be used for this alert. If you would like to send the alert to multiple addresses, you can select multiple addresses in the dropdown by using the selection boxes, then clicking “OK”.
E. Add a Custom Message (Optional) – You can add a customized message that will be included with the system message.
F. Optional: Markthe alert as “Hold Message for Review” if you do not want the alert to automatically be sent at the time of trigger. If you hold the message for review, the alert will go into a holding area until you release it.
G. Once you have configured all fields, click “OK” on the Alert Form, then click “Save”on the Employee Master Record.
If you marked the alert with “Hold Message for Review”, you will need to release the message when you are ready for it to be sent. Refer to the article Release Alerts Held for Review to learn how to release the messages.
Here are screenshots of the customized alerts that were delivered. The Company name comes from the company setup in RIMSS. The “from” email address is configured in your database mail configuration.
