Customer Alerts - Invoice Total Limit
A customer can be configured to receive an alert whenever an invoice is settled that exceeds a specified dollar limit. Each invoice type in the system can be configured separately with a different dollar limit. You have the option to add a customized message to the alert.
Configuring the Invoice Total 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 customer 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 customer. Double click on the option for “Invoice Total Limit”.
Step 4:
Once you have opened the Alert Form, you will see the pop-up below. There are 4 fields on the form you can configure to customize this alert.
A. Add Delivery Addresses – all alert recipients set up for this customer 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”.
B. Add a Custom Message (Optional)– You can add a customized message that will be included with the system message.
C. Optional: Mark the alert as “Hold Message for Review” if you do not want the alert to automatically be sent at the time of the part receipt. If you hold the message for review, the alert will go into a holding area until you release it.
D. Once you have configured all the fields, click “OK” on the Alert Form, then click “Save” on the Customer 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 examples of delivered alerts. The Company name comes from the company set up in RIMSS. The “from” email address is configured in your database mail configuration. Please note that some cellular providers will truncate the text alerts as shown below.
