Use these fields and options to set up a Credit Card Charge alert.
Employee Group Rules Section
Field | Description |
Employee Groups
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From the drop-down list, select the
employee group for which you want to create a rule for the Credit Card Charge alert. If you have already created rules, select the
employee group for which you want to view or modify existing rules. After you enter an
employee group in this field, the grid on the dialog box displays all the alert rules that are set up for the selected
employee group.
When you select
[All Groups], the rules that you create for the alert will apply globally for all
employee groups, and you do not have to create the same rules individually for each group.
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Alert Rule Grid Toolbar options
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The following options display on the toolbar:
- Alert Rule Grid Drop-Down
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
- Groups: Click this option to change the
employee group or groups for the selected alert rule. On the Add Groups dialog box that opens, move
employee groups to and from the Current Groups box and the Available Groups box.
- Remove From Group: Select a rule in the grid to delete from the alert, and click this option to remove it.
- New
: Click this option to add a blank row to the grid and add a new alert rule for the selected
employee group.
- Copy: Select an alert rule in the grid whose settings you want to copy into a new alert rule. Then click
Copy. A blank row is added to the grid. The alert settings (alert type, delivery options, and message content) from the copied alert rule prefill on the Credit Card Charge Alert dialog box for the new alert rule. Enter a name in the
Alert Rule Name field for the new alert rule.
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Alert Rule Grid Fields
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This grid contains the alert rules that have been created for the
employee group that you selected in the
Employee Groups field.
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Alert Rule Name
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This field displays the name of an alert rule that was previously created. If you are creating a new alert rule, click
New on the grid toolbar, and in the blank row in the grid enter the name of the rule. All alert rule names must be unique.
After you enter or select an alert rule in the grid, the remaining fields on the dialog box apply for the selected alert rule.
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Alert Type
Field | Description |
Send alert when new charges are imported
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Select this check box if you want an alert sent to an
employee when any charge made by the
employee with a company-issued credit card is imported from a credit card statement into
DPS.
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Send alert once a week
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Select this check box if you want an alert sent to an
employee once a week to notify them of any charges they made with a company-issued credit card that have been imported from a credit card statement into
DPS. In the field beside this check box, select the day of the week for the alert to be sent. If no charges have been imported, no alert is sent.
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Time of day to send alert
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From the drop-down list, select the hour of the day for the alert to be sent to
employees.
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Delivery Options
You can select one or both of these options.
Field | Description |
Email
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Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding
Email Options.
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Notification Center
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Select this option to send the alert via the notification center.
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Message Content
Select the
Email option in the
Delivery Options section to enable the fields in this section.
Field | Description |
Subject
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Enter the subject for the email message.
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Message Text Box
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Select one or more of the following actions:
- Enter text directly in the text box.
- Position the cursor in the text box and click
Insert Field to open the Column Selection dialog box and select related field to add to the email message text.
For credit card alerts, the options are:
[SecondaryDescription],
[SecondaryCode],
[PrimaryDescription], and
[PrimaryCode]. These are the descriptions and codes for the primary credit card and secondary credit card for a charge. When the alert email message is sent to an
employee, the description or code for the primary and secondary credit cards that applies for the charge is specified in the message.
- Click
Edit to use formatting options on the Text Editor dialog box as you enter text .
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Buttons
Field | Description |
OK
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Click this button to save entries and changes on the dialog box and dismiss it.
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Cancel
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Click this button to dismiss the dialog box without saving entries and changes.
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Help
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Click this button to open the help topic for the dialog box.
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