This process will alert you when a large payment is received and entered into e-automate.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will notify you when a payment is received into e-automate within the last hour that has a receipt amount that is equal to or greater than the amount you enter in alert variable X. You can use this process to be in-the-know of all payments coming in, or you can use it to be notified of large payments. However used, it is meant to keep you informed of payments received and when.
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter the payment amount that is equal to or less than the amount you want to be notified of
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Alert Functionality
Alert Functionality
This alert looks in e-automate at customer payments posted with an entered time since the alert last ran 1 hour ago. By default, the alert looks at customer payments with a date in the last 17 days to catch any payments that may have been recorded today but backdated. See screen shot below for the date and time columns the alert uses.
The first time you receive the ID894 alert output it will list everything from the last 17 days. After that first report, it will only list payments not previously reported to you in the last 17 days.
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Best Practices & Tips
Best Practices & Tips
We recommend that you do enter a dollar amount into Variable W that is significant to you. If you don't, you will receive notice for every payment entered into the system and it may become white noise. If you want to see total money your company received, we recommend using ID621 or ID644.
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Related Alerts
Related Alerts
ID621 - Cash Deposits and Payments Overview & Sample
ID690 - Payments Received for Finance Charge Invoices Today
ID644 - Daily List of Customer Payment Details (receipts) Overview & Sample
ID237 - Payment Received for Customer on Designated On Hold Code Overview & Sample
ID589 - Advice Sales Rep Invoice Paid or Credited Overview & Sample
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