Why use alerts?
Alerts is a way to automatic get "Attention required" on Invoice(s) if they are missing information. This is a way to set up rules and alerts for your organisations use case.
You can setup alerts on products, batch, packaging and invoices.
Where to find the alerts?
The alerts are shown in a column on the overview list. You can filter on the alert status, missing attributes, passed invoice date etc.
How to set up alerts?
Find the settings page for Invoice alerts:
Click three dots at your name in the left corner.
Choose "My organization".
Find the "Alert Settings" tab.
You now have two types of alerts:
General rules for alerts. Here you choose attributes to make them required. If an attributes is missing information, it will trigger an alert. If you need more than the standard attributes you need to add a custom attribute for invoice documents.
Advanced rules for alerts. Here you set up a relation between a primary and a dependent attribute. If a primary attribute with specific value(s) is present, the dependent attribute must also appear on the invoice. If it’s missing, a warning will appear in the list view.
If you want to work with Alerts based on DDS? See this guide