Use these fields and options to specify the summary and contents for the notification center alert for an invoice approval action.
| Field | Description |
|---|
| Summary field and Insert Field button
|
Enter a summary for the notification alert in the
Summary field. If the alert frequency for an invoice approval process is
Alert per Invoice (on the Invoice Approval Process form), you can use a combination of text and Billing invoice fields for the summary. If the alert frequency for an invoice approval process is
Alert per Session, the
Insert Field button is not enabled, and you cannot insert invoice fields into the summary.
To insert an invoice field into the summary, place your mouse pointer in the
Summary field in the location where you want to insert the field, and click the
Insert Field button above the field. In the Column Selection dialog box, click the field to insert, and click
OK.
Example: "An invoice for [:CL.Client] for [:PR.Name] is ready for your approval"
This adds the invoice’s client name and project name to the notification summary.
|
| Alert Content text box, Insert Field toolbar options, and Edit toolbar option
|
Enter the text for the body of the notification alert in the text box. To insert an invoice-specific field into the text, place your mouse pointer in the location where you want to insert the field, and click
Insert Field on the toolbar. On the Column Selection dialog box, click the field to insert, and click
OK.
Example: "Invoice for [:PR.WBS1] has been approved and is awaiting final invoicing."
This identifies the project and phase for the invoice in the notification subject.
You can also click the
Edit option on the toolbar to open the
DPS Text Editor dialog box and format the text.
|
| Language
|
This field applies if you use multiple languages in
DPS. From the drop-down list, select the language to use for the Notification alert.
|
