3.2.1.1 Create Alert Contact Details

This topic describes the systematic instruction to create a record of party contact details for alerts.

A newly created contact details record takes effect once authorized and cannot be modified thereafter.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Receivables And Payables. Under Receivables And Payables, click Maintenance.
  2. Under Maintenance, click Alerts. Under Alerts, click Alert Contact Details.
  3. Under Alert Contact Details, click Create Alert Contact Details.
    The Create Alert Contact Details screen displays.

    Figure 3-12 Create Alert Contact Details


    Description of Figure 3-12 follows
    Description of "Figure 3-12 Create Alert Contact Details"

  4. Specify the fields on Create Alert Contact Details screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 3-6 Create Alert Contact Details - Field Description

    Field Description
    External Party External party is defaultyselected.

    Note: The party field or list of values will be enabled for selection of appropriate party id of respective party type.

    Bank Users Select the bank user for maintenance of contact number or email ID for bank users.

    Note: The party field or list of values will get disabled.

    Agents Select the agents for maintenance of contact no or email id for agents.

    Note: The party field or list of values will get disabled.

    Party Click the search icon and select the party to create alert contact details.
  5. Click Search icon in party field.
    The Party screen displays.

    Figure 3-13 Create Alert Contact Details-Party


    Description of Figure 3-13 follows
    Description of "Figure 3-13 Create Alert Contact Details-Party"

  6. Click Add icon to add a row for a contact.
    1. Double click in the Alert Code column.
      Click the search icon and select the required alert code to map the contact details for.
    2. In the Telephone Number column, specify the contact person’s phone number.
    3. In the Email column, specify the contact person’s email ID.
    4. Click Add icon to add contact details for other alert codes and repeat the above steps.
    5. Click Edit icon under the Action column to edit the contact details entered.
    6. Click Delete icon under the Action column to delete a row.
  7. Click Save to save the record and send it for authorization.

Parent topic: Alert Contact Details