Enter Message Groups

Explanation

The Enter Message Groups activity is used for entering groups of messages used for sending messages to credit analysts. For each message group, you must specify the events that shall create messages. The event that can create messages in this version are the following: Invoice Follow-up Date Reached, Invoice Line Follow-up Date Reached, Notes Status Messages, Customer Credit Limit Exceeded, Customer Placed on Credit Hold, Customer Payment received for Credit Blocked, Customer Review Data Reached, Customer Credit Blocked and Customer Follow-up Date Received.

Prerequisites

Messages requires that IFS/Event Server is set up.

System Effects

As a result of this entry, you can use different message groups for messaging to a credit analyst.

Window

Message Groups

Related Window Descriptions

Message Groups

Procedure

To enter message groups:

  1. Open Message Groups.
  2. Click New
  3. Enter the Message Group and Description of the new message group. 
  4. Put the cursor on a line. Click New, and the predefined message names appear on the lines. 
  5. Mark the checkbox Send Message for each event that shall create a message when the actual message type is used. 
  6. Click Save.