Internal Invoice Alerts
Use this setting if you would like a responsible Person to be notified every time a
Sales Credit Note is
approved and saved. The notification will be by Mail.
If you want to use this feature, you should ensure that every Person who will approve and save Credit Notes has a Mailbox. Whenever a Credit Note is approved, a notification Mail will be sent to the Person specified in this setting. The sender of the Mail will be the Person approving the Credit Note. If no notification Mail is created when expected, the probable reason will be that the Person approving the Credit Note does not have a Mailbox.
The Internal Invoice Alerts setting contains the following options and fields:
- E-mail from Credit Note
- Tick this box if you would like an automatic notification Mail to be sent to the Recipient specified below whenever you approve a Credit Note.
- Limit
- If you would only like notification Mails to be sent to the Recipient when you approve Credit Notes worth more than a certain amount, specify that amount here.
- The Recipient will receive a notification Mail if a Credit Note is approved where the TOTAL (i.e. total including VAT) is greater than this figure.
- No Currency conversion will take place. So if the Limit is 1000.00 for example, Credit Notes worth GBP 1000.01 and USD 1000.01 will both trigger Mails.
- Std. Text
- Paste Special
Standard Text register, CRM module
- Specify here the Code of a record in the Standard Text register in the CRM module. This record should contain the text of the message that will be included in the notification Mail.
- Recipient
- Paste Special
Person register, System module
- Enter the Signature (initials) of the Person to whom notification Mails are to be sent whenever Credit Notes are approved.
When you have finished working with this setting, click the [Save] button in the Button Bar to save the changes and close the window. To close the window without saving changes, click the close box.
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Settings in the Business Alerts module:
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