This alert works together with ID552 if you need an internal process to approve or deny requests to void an invoice. This alert is used by the manager to approve or deny the void request.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
If you are using an internal process where your Accounts Receivable team needs to request approval (or receive a denial) when they want to void an invoice, then this process can automate these requests. This process relies on the requesting user adding a specific 'noteype' on the invoice notepad (the notepad icon on invoices), requesting that the invoice be voided. The manager then adds either an approval or a denial to the request.
ID552 is the first step in this process that initiates the AR person's request asking for approval to void an invoice, while ID553 is the manager's approval or denial process.
Run Schedule: Every 15 minutes
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Note Type used to 'Approve' - Enter the name of the note type that indicates the request is approved.
Variable X: Note Type used to 'Deny' - Enter the name of the note type that indicates the request is denied.
* * *
Alert Functionality
Alert Functionality
1. When a user receives an email from ID552 indicating that there is a request to void an invoice, the user will review the invoice in e-automate and either approve the request by adding the approve note type from Variable W or the denial note type from Variable X.
To add a note to the invoice, right-click and choose Notes:
You can also access notes by clicking on the yellow paper icon in the lower left of the invoice:
Add the appropriate note for the request to the invoice:
Note types can be created in Tools - Lists and Codes - Note Types:
2. If you check the box for 'Creator' on the subscription, the email showing if the request was approved or denied will be sent to the user who created the request note.
* * *
Best Practices & Tips
Best Practices & Tips
None at this time.
* * *
Related Alerts
Related Alerts
ID552 - Notes Types Used on Invoice to Request Void
* * *
0 Comments