If contacts are not set up for an event, an e-mail will not be sent for the event.

To set up event contacts

  1. Open the Events window.

    Navigate to Departments/Administration/Application Setup/Event Notification/Events.

  2. Double-click the event you want to add contacts to. 

  3. Click Contacts. The Event Contacts window opens. 

  4. If required, select the event code. The Recipient Type field cannot be changed as that is associated with the event code. 

  5. If not populated, select a customer or vendor code in the Recipient Type Code field. You cannot select a value for this field, if the Recipient Type field has a value of Internal. 

  6. If required, select a sub-type code that was associated with the selected customer or vendor in the Recipient Sub Type Code field. The sub-type code is the ship-to code for customers, and the order address code for vendors. 

  7. Select a value in the Type field.

    • User: Indicates a defined user in the system. If this value is selected, then, you can select a value in the Code field, which will then populate the E-Mail field. You cannot select this value for Customer or Vendor recipient types.
    • E-Mail: Indicates that an e-mail address will be entered. If this value is selected, you will have to enter a value in the E-Mail field.
    • Contact: Indicates that you can select a contact that was associated with the vendor or customer. The e-mail address associated with the contact will populate the E-Mail field.

  8. Select a value in the Code field. 

    • If the type is User, you can select a value that has been set up on the User Setup window. 
    • If the type is E-Mail, enter a number that is unique for the selected customer or vendor. For example, if you enter 1 for Customer A, you must enter a number other than 1 for another Customer A contact. You could reuse 1 for Customer B. 
    • If the type is Contact, you can select a contact that was associated with the selected vendor or customer. 

  9. Enter a value in the E-Mail field. Depending on the value selected in the Code field, the E-Mail field may have been prepopulated. 

  10. Select the Real-Time Notification check box if event contacts should receive a notification as soon as an internal event occurs or a sales invoice is posted, and if users can manually send an external event. 

  11. Select the Receive Scheduled Notification if event contacts should receive a notification that has been scheduled using the Job Queue window.

See Also