Scheduling Due-Date Alerts

After assigning due-date attributes, as described in Assigning Due-Date Attributes, you can set up the following types of scheduled alert tasks:

Alert Task How the Budget Management Module Uses this Task
Pending Due Date The current budget manager must submit the budget/forecast by the due date, and the corresponding location is in Pending state.
To Review Due Date The current budget manager must submit the budget/forecast by the due date, and the corresponding location is in To Review state. This state means that the budget managers of all the child locations have already submitted their changes.

You should define:

  • A Pending Due Date task for every location type for which you defined due-date attributes.
  • A To Review Due Date task for every location type for which you defined due-date attributes except for the leaf location, such as Store. The leaf location never receives the To Review alert because it does not have any child locations.