发现公司管理
管理处理人队列
维护应付账款仪表盘
公司工具简介
维护费用类型和科目代码
创建审计规则
定制捕获处理
维护受委托人配置
配置电子邮件提醒
配置清单管理
维护工作流
维护工艺路线配置
配置采购订单
介绍共享管理设置
维护采购申请和发票特定设置
创建测试用户
维护 Cognos 设置
维护培训文档

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.