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