Actions specify the contact who is assigned to resolve
the dispute (primary action parameter) and the contact who is notified
of the dispute assignment or updates (secondary action parameter). You
must define a resolver (primary action parameters) and can optionally
define a contact who is notified of the assignment (secondary action parameters).
When adding default actions for an event you are able
to select that no action occurs as a default. This ensures that actions
only occur as a result of the rule conditions you define for an event
being met.
For each action, you can select whether the invoice
owner should receive notification of the dispute assignment or update.
This notification is in addition to the notification to the contacts defined
for the action (Primary Action Parameters and Secondary Action Parameters).
|
E-mail Action Parameters |
Description |
|
Name |
A name (up to 50 characters) that identifies the action. |
|
Delivery Method |
To send an e-mail message to the contacts defined by
this action, select e-mail. To have no action occur, select No Action.
No Action is useful when you do not want dispute resolvers to change when
the dispute is updated. |
|
Description |
A description that identifies the action, such as the
circumstances under which the action is used. |
|
Send Notification to Invoice Owner |
By selecting this check box notification is sent to
the invoice owner in addition to any contacts defined by the ruleset. |
|
Contact For |
Select either Customer or Invoice to determine whether
the e-mail notification is sent to a customer or invoice contact. In eCredit,
contacts can be entered for the customer or for the invoice. How your
organization maintains contacts determines whether you select Invoice
or Customer. |
|
Category |
Select the Category that describes the role the contact
performs. eCredit sends the notification to a contact that has this category
entered for them on the Contact details screen. |
|
Default E-mail |
Enter the default e-mail that eCredit uses if there
is no contact entered for the customer or invoice that matches the contact
information entered for this action. The match is for a customer or invoice
contact (Contact
For selection), Category, Primary (Yes or No to use only the contact entered
as the primary contact) and Type (Internal or External contact). |
|
Level |
Select Manager Level 1 to have the manager entered for
the contact receive the notification. Select Manager Level 2 to send the
notification to the manager for the contact's manager. Select None to
exclude the level from the contact selection.
Note: The Level
selection is used only when the internal contact you are defining is also
an eCredit user. |
|
Type |
Select Internal to select an employee of your organization
as the resolver or contact, or External to select a business contact who
is external to your organization receive notification of the dispute.
|
|
Primary Contact |
Select Yes if you want the e-mail delivered to the primary
contact. The contact must be designated a primary contact on the Contact
details screen. Only one Customer contact can be primary. For internal
contacts, there can be one primary contact for each contact category.
Note: If you
select Yes and none of the contacts that match the information you enter
is designated as primary, the default email entered for the contact is
used. |
|
Template |
Select the name of the template that you want to use
for the notification. The eCredit Professional Services Organization creates
and attaches your custom templates as part of your subscriber implementation. |
