Setup Overview Setting up scheduled due-date alerts is a three-step process: Customizing the scheduled due-date alert Workmail message. Perform this step once at time of setup. Update if required. See Customizing Notification and Alert Messages. Assigning a due-date attribute for each budget/forecast. Perform this step immediately before starting the solicitation process for a particular budget or forecast. See Assigning Due-Date Attributes. Schedule the due-date alerts and update the relevant layout that is sent via the approval process. Perform this step once at time of setup. Recommendation: Set this step to run once every day. See Scheduling due-date alerts.