Enabling email notifications for application adjustments

Use this procedure to enable email notifications for adjustment approvals.

  1. Select Application Administration > Financials > Receivables > Utilities > Data Repair > Update Adjustment Approval Email Fields.
  2. Click Submit.
    The default values for the email subjects and contents are from the Customer Group record.
  3. Select Customer Groups.
  4. Open a record.
  5. To view default subjects and contents, select the Adjustment Approval tab.
  6. To include attachments to the email notification, select the Include All Related Documents check box.
  7. To include a link to view the adjustment in the approval email notification, select the Include Link To Review Adjustment check box.
  8. Select and open a Reason Code for the approval process. If the Reason Code is not set for approval, select the Requires Approval field and specify the Approval Code.