Alert when a voided invoice remains in the customer document queue to be sent out.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Identify invoices in the document queue that have been voided but not removed from the queue. Should be run far enough in advance of the e-agent task that sends invoices from the document queue to allow someone to react and remove the invoices from the queue.
Run Schedule: Weekday mornings at 7 AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Branch Numbers - List the branch numbers for the alert to trigger on, separate multiples with commas. Leave blank to trigger on all branches.
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Alert Functionality
Alert Functionality
1. This alert checks the invoices that are currently in the document queue to see if any of those invoices have been voided.
Any invoices that have been voided will show on the emailed alert. Each invoice will only trigger on the alert once.
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Best Practices & Tips
Best Practices & Tips
1. Over the years, e-automate has helped with this issue by updating the software to include warnings when voiding. Now, when voiding an invoice, you will get a pop-up asking if you would like to remove the invoice from the document queue:
2. See this post with best practices for using the customer document queue.
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Related Alerts
Related Alerts
ID274 - Documents left in the Document Queue or Invoices not printed
ID437 - Email invoices from the Document Queue
ID657 - Contract Invoice Batch not pushed to Document Queue
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