Use these fields and options to specify the summary and contents for the notification center and email alert for an invoice approval action.
The following fields are included on both the Notification Center and Email tabs of this dialog box. Enter information for the notification alert on the Notification Center tab; enter information for email alert on the Email tab.
| Field | Description |
|---|
| Summary or Subject field and Insert Field button
|
Enter a summary (for notifications) or subject (for emails) in the
Summary or
Subject field for the alert.
If the alert frequency for an invoice approval action is
Alert per Session, the
Insert Field button is not enabled, and you cannot insert Billing invoice fields into the summary or subject.
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 summary or subject.
To insert a Billing invoice field into the summary or subject, place your cursor in the
Summary or
Subject field in the location where you want to insert the field, then click the
Insert Field button above the field. On the Column Selection dialog box, click the field to insert, then 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 or email subject.
|
| Alert Content text box, Insert Field toolbar option, and Edit toolbar option
|
Enter the text for the body of the alert in the text box.
To insert an invoice-specific field into the text, place your mouse pointer in the place where you want the field located, and then click the
Insert Field option from the Alert Content toolbar. In the Column Selection dialog box, click the field to insert, and then 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 alert summary or subject.
You can also click the
Edit option on the Alert Content toolbar to open the 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.
|
