Records created within the Alert section define the criteria that is assigned to Alert Groups and trigger alert messages when information is obtained on a customer from Microsoft Dynamics GP.

 

Figure 52: Collections > Alerts > Alert setup

 

Fields and functions comprising the Alert setup are described in the table below.

 

Alert Field or Function	Description
Alert	Select the alert record to be updated.
Add	Clears the data within the Alert section and enables fields for data entry.
Delete	Removes the selected record without warning.  Deleting an Alert record will also remove its group assignment as well.
Description	Allows the user to enter or update the name of the alert record.  This value will appear for the Alert within the selector and within the Alert Groups section.
Criteria Groups
Match All or Match Any of	When more than one group is defined within the Criteria Groups section, a user can choose to have an alert triggered based on whether all the groups qualify  (Match All) or if just one of the defined groups qualify (Match Any of).
Add Group	Adds a new group to the Criteria Groups section allowing users to define a separate set of criteria to be evaluated.
Match All or Match Any of (at criterion level)	When more than one criteria is defined for a group, a user can choose to have an alert triggered based on whether all the criteria within the particular group qualify  (Match All) or if just one of the defined criterion qualify (Match Any of).
Remove Group	When more than one group is defined for an alert then the Remove Group button will appear.  Pressing Remove Group will delete the group that is linked to the button without warning.
Add Criteria	Creates an additional criterion definition with the group.
Remove	Deletes the corresponding criteria without warning.
Save	Saves all changes made to the opened alert.
Cancel	Discards all changes made to the opened alert.

 

Use the procedure below to define alerts that can be assigned to Alert Group records and that define what form of customer data will trigger alert messages in AR Credit & Collections.

 

Creating Alert Criteria

1.   In MoversSuite Administration (web),

2.   Access the Collections > Alerts screen,

3.   In the Alert section, press Add and the fields will become active,

Figure 53: Alert active for new record

4.   Enter a Description (up to 120 characters) that represents the criterion to be assigned to Alert Groups (see Alert Group Definitions),

5.   If more than one group will be defined for the alert, then choose Match All to require that all groups qualify before an alert is generated or choose Match Any Of to require that only one group qualify.  In the example below, all three criteria must be met before alert qualifies,

Figure 54: Match All or Match Any Of option

6.   Press Add Group to generate additional groups of criteria,

Figure 55: Sample new group added to alert

7.   For criteria in each group, select a value to base alert criteria on from the -select one- drop down.  Additional fields will automatically appear for criteria that need user input.  Refer to the Alert Criterion section for more information on available criterion,

Figure 56: Sample amount range for alert criterion

8.   Press Add Criteria to define additional items,

9.   Select either Match All to trigger the alert when all criteria for the group qualifies or select Match Any Of to trigger the alert when at least one of the criterion is met,

Figure 57: Second level Match All or Match Any Of option

10.  Press Save to keep all changes made to the alert record.  Upon a Save, new alert records will be available to be assigned to Alert Groups.

 

A database refresh must be performed to implement changes made in the Alerts setup.  Refer to the Data Warehouse Refresh topic for more information