Summary

Alert messages are information windows that display when an UB customer account is opened (UB> Maintenance> Account> Open an account) or a receipt is generated (Cash Entry window). Alert messages can be used to alert users about past due charges or special customer service instructions.

An alert can be attached to a UB customer account in two ways: adjustment type codes or comment statuses. An alert is attached to an adjustment type code by checking the Account alert or Receipt alert toggles on the Adjustment Type Code Maintenance window (UB> Maintenance> Adjustment Type> Open an adjustment type). When a customer account is charged using the adjustment type code, the alerts will display on the customer account. For example, if you attach an account and receipt alert to an adjustment type used to generate past dues penalties (UB> Past Dues> Generate> Adjustment Type for New Charges section), the alert will display on the customer account when the Past Dues batch is committed. You can also use the Miscellaneous Charges process (UB> Adjustments and Fees> Miscellaneous Charges) to generate charges on customer accounts using an adjustment type code. When those charges are committed, the alerts will display on the customer accounts.

An alert is attached to a comment status by checking the Account alert or Receipt alert toggles on the Comment Status Maintenance window (UB> Maintenance> Comment Status). When a comment is attached to a customer account (UB> Maintenance> Account> Open an account> Comments tab), select a comment status that is set up as an alert. The alert window will display on the customer account.