会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

Activating an Email Reminder

Objective

After completing this lesson, you will be able to configure an email reminder rule.

Activate an Email Reminder Rule

Review the following steps to learn how to activate an email reminder rule.

Steps

  1. Navigate to Invoice Admin > Email Reminders and select New.

    Email Reminders screen showing a list of reminder rules with details. The New button is highlighted.
  2. Complete all the required fields. Then, enter the desired message for users in the Email Message section. DO NOT enter specific user information. Instead, use site variables to insert the correct user details.

    Email Reminder setup screen with fields for name, type, rule, frequency, subject, and message content. The message text box is filled in. Save and Cancel buttons are at the bottom.
  3. Continue following these steps until the condition is created, and then select Save.

    Email Reminder setup window with fields for name, type, rule, frequency, and message. The Save button is highlighted at the bottom right.