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