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Problem: How to create Auto-Notifications for PDCs cheque?
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Solution: As cheque is created with a clearance date, the database
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notifies the User that the cheque
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is not cleared on the specified date.
A one-time setting should be done for such a process.
1. Go to Administration , and open Notifications from Master data.
From the list of notifications available, open the required type> Master Data > Notifications:
2. Open the required type of cheque, for example, Cheque expense clearing date, from the list of available notifications:
All the details are already filled in from the start, and certain changes need to be made., so apply changes as shown:
1) In the active option, make sure Enable is selected
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2. You will need to create the schedule, Open 2) Create a schedule for notifying in the custom handler to set the required schedule:
3) Once the form opens, open go to the schedule tab and click on the Open scheduled and background jobs option .Here you will to find all kinds of scheduled jobs-:
4) Expand the description field , and choose the required type i.e., custom handler Executing: cheque expense clearing date as selected in the beginning make beginning make sure enabled is selected in the main option.
Click on the schedule option to make the required changes, here . Here you can set the schedule to get the notification it can be on the basis of daily, weekly , or monthly .basis:
For example, if shall choose for daily notification, add the beginning time and end time and add the start date, end date and time when it should be repeated.
Once the schedule is set, click on press OK and click save Save and close to save the schedule for this type of notification.
Moving 5) Go back to the Notification settings, reselect the custom handler so the changes are effected.
Now move on 6) Go to the receiver’s tab, here you need to Receivers tab and choose the type of recipient , which user should be receiving the notification, you can add multiple receipts using the add option to add the linei.e. user or users to receive the notification:
choose Choose the template (if you have there are more than one) and set the delivery settings, using this setting, you choose how to receive this notificationIt can be of two types, delivery :
• Delivery by User notification, which means the notification will appear under the bell icon in the main toolbar, or delivery
• Delivery by Pop up -Up window, in this case, so a pop window will appear appears giving the details of the list of cheques that are not cleared. I shall save this setting to show you a window pop-up.
Once 3. As the required tabs are filled, let's save the details.
As the time is reached for the cheque (Clearance time/dateDate), the pop window will appear as per the settings.
The windows notification pop-up will have contains the document details like such as the document number in form of (as a link that is to be used to trace to the original document), and its description of the clearance date.
You can After notification receipt, either clear the cheque using the clear Clear cheque option or postpone the notification to for a certain time.
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