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ID368 - Alert on Future/Post Dated AP/AR Invoices or AR Receipts Overview & Sample:

This alert triggers for any AP/AR invoice or AR Receipt transaction (Vendor Invoices, Purchase Order Invoices, Sales Invoices, Contract Invoices, etc) posted to a future date (> than today).

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This alert triggers for any AP/AR invoice or AR Receipt transaction (Vendor Invoices, Purchase Order Invoices, Sales Invoices, Contract Invoices, etc) that is posted to a future date (> than today). These transactions can then be reviewed to make sure that the transaction is dated correctly. 

 

Run Schedule:  Daily at 2 PM

Type of Output: Email

 

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Sample

Sample

ID368.jpg

 

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Variables

Variables

368_variables.png

Variable W: Branch Numbers - Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL

 

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Alert Functionality

Alert Functionality

 1. The alert checks for AP vouchers, AR invoices, and AR receipts for transactions where the date is greater than today's date. 

2. The transactions that the alert checks are:

AP Vouchers

  • Vendor Credit Memo
  • Purchase Order Debit Memo
  • Vendor Invoice
  • Vendor Debit Memo
  • Purchase Order Credit Memo
  • Purchase Order Invoice

AR Invoice Transactions

  • Contract Credit Memo
  • Contract Debit Memo
  • Contract Invoice
  • Misc. Charge Credit Memo
  • Misc. Charge Debit Memo
  • Misc. Charge Invoice
  • Sales Credit Memo
  • Sales Debit Memo
  • Sales Invoice
  • Sales Receipt
  • Service Credit Memo
  • Service Invoice

AR Receipts

  • Customer Applied Invoices Reversal
  • Customer Applied Invoices
  • Customer Applied Payment
  • Customer Payment
  • Customer Payment Reversal
  • Customer Applied Payment Reversal

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Best Practices & Tips

Best Practices & Tips

None at this time.

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Related Alerts

Related Alerts

None at this time.

 

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