Alert to notify when a general ledger entry is posted and no department is specified.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
If your organization has enabled the 'Require Departments' setting in e-automate, the system will enforce department selection for all transactions. However, some clients have experienced rare cases where certain background transactions are posted without a department, typically due to specific code configurations.
To help identify and resolve these exceptions, this alert will notify you whenever a transaction is posted without a department. This alert specifically monitors accounts within your Profit & Loss (P&L) account range.
Run Schedule:
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. The option to require departments on transactions is found in Tools - Options - Company - Departments and Branches:
2. The alert logic will only trigger for GL accounts where the account class on the Account type is either Expense or Revenue:
3. The alert will trigger for any transaction for a qualified GL account that does not have an associated department.
4. The alert will only trigger once on the transaction.
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Best Practices & Tips
Best Practices & Tips
1. Make sure you have departments set on all of your inventory codes and service codes. Setting departments on those will stop a lot of the triggers for this alert. Go to Tools \ Lists and Codes and pull up the Inventory Codes list. Set departments on each of those codes, and then do the same for the Service Codes list.
2. You can find more details on the transactions that ID143 reports on by using the General Ledger Transaction Details report in the e-views System folder.
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Related Alerts
Related Alerts
None at this time.
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