How Do I Create an Alert?

In this example, we will create an alert to notify the CFO when your primary budget goes over 90 percentage of the budgeted amount spent. However, this event is not limited to just Budget, it's also available in <All Events> and General Ledger.

1. Enter a name, such as BD - Budget Tolerance.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive will turn off the alert.
4. If an IIS Server is set up, select an option for notify your CFO using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the CFO can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Budget, General Ledger, or <All Events>.
   2. Select the Budget Tolerance event.
6. This specific alert type contains filters that are required:
   1. For the Percent of Budget Spent Filter column, select > in the Compares To column, and enter 90.00 in the Criteria 1 column. Additional Operator option is <.
   2. For the Alert Limit Filter column, select = in the Compares To column, and select 01 Hour in the Criteria 1 column. This will alert you immediately and then every hour.
7. Continue to the next tab to Preview your alert message.

Once the primary budget is above or below the balance indicated in the percentage, the system will notify the user the first time the GL Code is used in a transaction and every hour until all of the balance transactions is complete or when the balance increases to above the notice amount.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. Accept the default Subject line which references the organization generating the alert or enter a meaningful Subject line. For example, NOTICE - Budget Tolerance over 15% spent.
9. Edit and Preview the Message,
   1. Use the Message Edit section to customize the notification or accept the default message. Note that the information in the variable < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Percentage Spent> for <Accounts Budget>, in document <Document Number>, <Session ID>, <Transaction Source> for <Transaction Amount> posted by <User ID>, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Percentage Spent> displays the actual balance amount to which you are being alerted. If you want a meaningful message, it might be a good idea to leave it as is. The <Accounts Budget> is the accounts budgeted on Primary Budget Controls including GL. The <Document Number> displays the check number. The <Session ID> displays the session ID being Posted. The <Transaction Source> displays the transaction source codes being Posted. The <Transaction Amount> displays the transaction amount being Posted. The <User ID> and <User Name> displays the selected User ID and User ID's Name that you selected on the Setup Tab, if selected or the User ID and Name who issued the check. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above. (Click the Reset button to remove all previous edits to the message and to recover any message variables that may have been deleted.)
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your CFO from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify the AP Clerk any time the GL account - Cash in Checking gets to or below $10,000. However, this event is not limited to just Accounts Payable, its also available in <All Events>, General Ledger, and Payroll.

1. Enter a name, such as AP - Low Cash Balance.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for notify your AP Clerk using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Clerk can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable, General Ledger, or Payroll module or <All Events>.
   2. Select the Cash Balance Threshold event.
6. This specific alert type contains filters that are required:
   1. For the Cash Account Filter column, select = in the Compares To column, and select 11001 - Cash In Checking in the Criteria 1 column.
   2. For the Balance Filter column, select < in the Compares To column, and enter 10,000 in the Criteria 1 column. Additional Operator option is >.
   3. For the Alert Limit Filter column, select = in the Compares To column, and select 01 Hour in the Criteria 1 column. This will alert you immediately and than every hour.
7. Continue to the next tab to Preview your alert message.

Once the cash balance for the GL Code is at or below the balance indicated, the system will notify the user the first time the GL Code is used in a transaction and every hour until the all balance transactions complete or when the balance increases to above the notice amount.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. Accept the default Subject line which references the organization generating the alert or enter a meaningful Subject line. For example, NOTICE - GL Account 11001 balance is $10,000 or less.
9.  Edit and Preview the Message,
   1. Use the Message Edit section to customize the notification or accept the default message. Note that the information in the variable < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Balance> for <GL Code>, <GL Title> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Balance> displays the actual balance amount to which you are being alerted. If you want a meaningful message, it might be a good idea to leave it as is. The <GL Code> and <GL Title> displays the selected Cash Account GL Code and Cash Account GL Code's Title that you selected on the Setup Tab. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above. (Click the Reset button to remove all previous edits to the message and to recover any message variables that may have been deleted.)
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your AP Clerk from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

To create an alert to notify your AP Supervisor when someone in your organization cuts a check to a linked system user.

1. Enter a name, such as AP - Check issued to Sys User.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your AP Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable module or <All Events>.
   2. Select the Check Issued to Linked User event.
6. This specific alert type does not contain filters that are required but offers optional filters:
7. 1. Optional, to place a watch on a specific Transaction Source, move Transaction Source to the Selected Filter column, select = in the Compares To column, and select APS (A/P System Generated Checks/Vouchers), CDS (Write Checks), or PRS (Payroll System Generated Checks/Vouchers) in the Criteria 1 column. You can also watch several transaction source codes by using the Operator option IN and entering the Code of the Transaction Sources that you want to watch separated by a comma.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN and entering the User IDs of the User that you want to watch separated by a comma. Note that User IDs that contain commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
8. Continue to the next tab to Preview your alert message.
9. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP Check issued to System User.
10. Edit and Preview the Message,
    1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message><Document Number> written to <To Name> for <Amount> was issued to Linked User <Linked User ID>, <Linked User Name> by <User ID> <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Document Number> displays the check number. The <To Name> is the name entered for whom a check was sent to the printer, such as Vendor ID. The <Amount> is the amount of the check that was printed. The <Linked User ID> and <Linked User Name> displays the system user ID and name associated with the Vendor. The <User ID> and <User Name> displays the selected User ID and User ID's Name that you selected on the Setup Tab, if selected or the User ID and Name who issued the check. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
    2. Use the Preview section to view the editable message above.
11. Continue to the next tab to Assign the users who will receive the notification.
12. Then select your AP Supervisor from the Available Items column move them to the Selected Items column.
13. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify your AP Supervisor when a check is printed without a Vendor ID using the Write Checks form.

1. Enter a name, such as AP - Check Issued without Vendor ID.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your AP Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the General Ledger or Accounts Payable module or <All Events>.
   2. Select the Checks Issued without Vendor ID.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Do not use a filter to have the system watch for all checks issued without a valid Vendor ID.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN. Note that User IDs that contain symbols or special characters, such as commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.
8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP Check issued without Vendor ID.
9. Edit and Preview the Message,
   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> Check <Document Number> written to <To Name> for <Amount> was printed without a Vendor ID by <User ID>, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Document Number> displays the check number. The <To Name> is the Payee entered on the check, not a valid Customer ID, Employee ID, or Vendor ID. The <Amount> is the amount of the check that was printed. The <User ID> and <User Name> displays the selected User ID and User ID's Name who printed a check or voucher. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your AP Supervisor from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify your Payroll Supervisor when someone in your organization initiates an employee pay rate change.

1. Enter a name, such as PR - Employee Pay Rate Changed.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your Payroll Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the Payroll Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Payroll module or <All Events>.
   2. Select the Employee Pay Rate Change event.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Do not use a filter to have the system watch for all employee pay rate changes made by any user.
   2. Optional, to place a watch on every employee except the one who is authorized to make pay rate changes, move Employee ID to the Selected Filter column, select IN in the Compares To column, and select the first employee in the Criteria 1 column. Note that Employee IDs that contain special characters cannot be included with the IN operator range; each Employee ID filtered will need to be in a separate Alert.
   3. Optional, to place a watch on a specific employee, move Employee ID to the Selected Filter column, select = in the Compares To column, and select Adams in the Criteria 1 column. You can also watch several employees by using the Operator option IN. Note that Employee IDs that contain special characters cannot be included with the IN operator range; each Employee ID filtered will need to be in a separate Alert.
   4. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN. Note that User IDs that contain symbols or special characters, such as commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.

Each time an Employee's pay rate is changed using the Maintain>Payroll>Employee Information form, the system will notify the user upon Save.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.

   1. Accept the default From Email Address or enter a different one.

   2. And create a meaningful Subject line. For example, NOTICE - Employee Pay Rate was changed.
9. Edit and Preview the Message,

   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> for <Employee ID>, <Employee Name> by <User ID>, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Employee ID> and <Employee Name> displays the selected Employee ID and Employee ID's Title that you selected on the Setup Tab, if selected or the Employee ID and Name to whom the pay rate change was made. The <User ID> and <User Name> displays the selected User ID and User ID's Title that you selected on the Setup Tab, if selected or the User ID and Name who changed the pay rate. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.

   2. Use the Preview section to view the editable message above.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your Payroll Supervisor from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify the CFO when someone in your organization prints a system check or vouchers but chooses not to record it.

1. Enter a name, such as System Check Not Recorded.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your CFO using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the CFO can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable, General Ledger, or Payroll module or <All Events>.
   2. Select the Printed Check/Vouchers Not Recorded event.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Optional, to place a watch on a specific Transaction Source, move Transaction Source to the Selected Filter column, select = in the Compares To column, and select APS (A/P System Generated Checks/Vouchers), CDS (Write Checks), or PRS (Payroll System Generated Checks/Vouchers) in the Criteria 1 column. You can also watch several transaction source codes by using the Operator option IN and entering the Code of the Transaction Sources that you want to watch separated by a comma.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN and entering the User IDs of the User that you want to watch separated by a comma. Note that User IDs that contain commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.
8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP or PR System Check Not Recorded.
9. Edit and Preview the Message,
   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Document Number> written to <To Name> for <Amount> was printed but not recoded by <User ID>, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Document Number> displays the check number. The <To Name> is the Employee ID, Payee, or Vendor ID selected. The <Amount> is the amount of the check that was printed. The <User ID> and <User Name> displays the selected User ID and User ID's Name who printed a check or voucher but did not record it. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your CFO from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify the CFO when someone in your organization deletes a system check or vouchers within a document or a session.

1. Enter a name, such as System Check Deleted.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your CFO using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the CFO can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable, General Ledger, or Payroll module or <All Events>.
   2. Select the System Check/Vouchers Deleted event.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Optional, to place a watch on a specific Transaction Source, move Transaction Source to the Selected Filter column, select = in the Compares To column, and select APS (A/P System Generated Checks/Vouchers), CDS (Write Checks), or PRS (Payroll System Generated Checks/Vouchers) in the Criteria 1 column. You can also watch several transaction source codes by using the Operator option IN and entering the Code of the Transaction Sources that you want to watch separated by a comma.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN and entering the User IDs of the User that you want to watch separated by a comma. Note that User IDs that contain commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.
8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP or PR System Check Deleted
9. Edit and Preview the Message,
   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Document Number> written to <To Name> for <Amount> was deleted by <User ID, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Document Number> displays the check number. The <To Name> is the Employee ID, Payee, or Vendor ID selected. The <Amount> is the amount of the check that was deleted. The <User ID> and <User Name> displays the User ID and User ID's Name who deleted the check, voucher, or session. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your CFO from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify the System Administrator after three failed log on attempts to your organization.

1. Enter a name, such as SYS - Failed Log On.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for notify your System Administrator using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the System Administrator can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the System module or <All Events>.
   2. Select the Three Failed Log On Attempts event.
6. This specific alert type does not contain filters.
7. Continue to the next tab to Preview your alert message.

After the third failed log on attempt to your organization, the system will notify the assigned user.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. Accept the default Subject line which references the organization generating the alert or enter a meaningful Subject line. For example, NOTICE - Three Failed Log on Attempts.
9. Edit and Preview the Message,
   1. Use the Message Edit section to customize the notification or accept the default message. Note that the information in the variable < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> on workstation <Workstation Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Workstation Name> displays the name of the workstation where the failed log on attempts occurred to which you are being alerted. If you want a meaningful message, it might be a good idea to leave it as is. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above. (Click the Reset button to remove all previous edits to the message and to recover any message variables that may have been deleted.)
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your System Administrator from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

To create an alert to notify your AP Supervisor when someone in your organization initiates or changes a Hold Payment on a vendor.

1. Enter a name, such as AP - Vendor Hold Payment Changed.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your AP Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable module or <All Events>.
   2. Select the Vendor Hold Payment Changed event.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Optional, to place a watch on a specific vendor, move Vendor ID to the Selected Filter column, select = in the Compares To column, and select ABC in the Criteria 1 column. You can also watch several vendors by using the Operator option IN. Note that Vendor IDs that contain special characters cannot be included with the IN operator range; each Vendor ID filtered will need to be in a separate Alert.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN. Note that User IDs that contain symbols or special characters, such as commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.

Each time an A/P Vendor's Hold Payment check box is changed using the Maintain>Accounts Payable>Vendors form, the system will notify the user upon Save.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP Vendor Hold Payment Changed.
9. Edit and Preview the Message,
   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> for <Vendor ID>, <Vendor Name> by <User ID> <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Vendor ID> and <Vendor Name> displays the selected Vendor ID and Vendor ID's Title that you selected on the Setup Tab, if selected or the Vendor ID and Name to whom the hold payment selection was changed. The <User ID> and <User Name> displays the selected User ID and User ID's Title that you selected on the Setup Tab, if selected or the User ID and Name who made the hold payment change. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your AP Supervisor from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

To create an alert to notify your AP Supervisor when someone in your organization initiates or changes a name on a vendor ID.

1. Enter a name, such as AP - Vendor Name Changed.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your AP Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable module or <All Events>.
   2. Select the Vendor Name Change event.
6. This specific alert type does not contain filters that are required but offers optional filters:
   1. Optional, to place a watch on a specific vendor, move Vendor ID to the Selected Filter column, select = in the Compares To column, and select ABC in the Criteria 1 column. You can also watch several vendors by using the Operator option IN. Note that Vendor IDs that contain special characters cannot be included with the IN operator range; each Vendor ID filtered will need to be in a separate Alert.
   2. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN. Note that User IDs that contain symbols or special characters, such as commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.

Each time an A/P Vendor's name is changed using the Maintain>Accounts Payable>Vendors form, the system will notify the user upon Save.

8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9.
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP Vendor Name Changed.
9. Edit and Preview the Message,
   1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Vendor ID> to <Vendor Name> by <User ID>, <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Vendor ID> displays the selected Vendor ID that you selected on the Setup Tab, if selected or the Vendor ID that was changed. The <Vendor Name> displays the change to the Vendor ID's Title that you selected on the Setup Tab, if selected or the updated name of the Vendor ID that was changed.The <User ID> and <User Name> displays the selected User ID and User ID's Title that you selected on the Setup Tab, if selected or the User ID and Name who made the vendor name change. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
   2. Use the Preview section to view the editable message above.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your AP Supervisor from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.

In this example, we will create an alert to notify your AP Supervisor when someone in your organization initiates a payment to a vendor with an amount over $500.

1. Enter a name, such as AP - $500 Vendor Payment.
2. Select an importance status of High, Low, or accept the default of Medium importance status. This status is reflected when the User is alerted.
3. Accept the default status of Active. The status Inactive, will turn off the alert.
4. If an IIS Server is set up, select an option for how to notify your AP Supervisor using Real-time notices, using email or an in-product notice. If a real-time notice option is NOT selected, the AP Supervisor can still view alerts that are assigned to them on-demand using the Alerts >Message Center form.
5. To configure this specific alert:
   1. Select the Accounts Payable module or <All Events>.
   2. Select the Vendor Payment Threshold event.
6. This specific alert type contains filters that are required, as well as optional filters:
   1. For the Payment Filter column, select > in the Compares To column, and enter 500 in the Criteria 1 column.
   2. Optional, to place a watch on a specific vendor, move Vendor ID to the Selected Filter column, select = in the Compares To column, and select ABC in the Criteria 1 column. You can also watch several vendors by using the Operator option IN and entering the Vendor IDs of the Vendors that you want to watch separated by a comma. Note that Vendor IDs that contain commas, cannot be included with the IN operator range; each Vendor ID filtered will need to be in a separate Alert.
   3. Optional, to place a watch on a specific system user, move User ID to the Selected Filter column, select move = in the Compares To column, and select NPS in the Criteria 1 column. You can also watch several system users by using the Operator option IN and entering the User IDs of the User that you want to watch separated by a comma. Note that User IDs that contain commas, cannot be included with the IN operator range; each User ID filtered will need to be in a separate Alert.
7. Continue to the next tab to Preview your alert message.
8. To send Real-time notices using Email, complete the following; otherwise, continue to Step 9
   1. Accept the default From Email Address or enter a different one.
   2. And create a meaningful Subject line. For example, NOTICE - AP Payment issued for $500 or more.
9. Edit and Preview the Message,
1. Use the Message Edit section to personalize the notification or accept the default message. Note that the information in the < > contains coded information, sometimes it can be edited but most of the time it is meaningful in the final message. For example, <Message> <Document Number> for <Payment> was issued to <Vendor ID>, <Vendor Name> by <User ID> <User Name> can be translated into this: <Message> is a general information statement that can be edited, be sure to remove the < > when editing it. The <Document Number> displays the check number. The <Payment> will display the actual amount to which you are being alerted. If you want a meaningful message, it might be a good idea to leave it as is. The <Vendor ID> and <Vendor Name> displays the selected Vendor ID and Vendor ID's Title that you selected on the Setup Tab, if selected or the Vendor ID and Name to whom the payment was made. The <User ID> and <User Name> displays the selected User ID and User ID's Title that you selected on the Setup Tab, if selected or the User ID and Name who made the payment. Again, if you want a meaningful message, it might be a good idea to leave it as is. Or if your alert is specific, you can remove the variables and enter your own information. NOTE that when a message variable is removed, that information will be excluded from the message of the issued alert.
2. Use the Preview section to view the editable message above.
10. Continue to the next tab to Assign the users who will receive the notification.
11. Then select your AP Supervisor from the Available Items column move them to the Selected Items column.
12. After you have selected all the users who will receive the notification, click the Save button and close the form.