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Email notification for the Aging Report

in Reporting and Analytics for ERP 2 comments

Email Delivery (notification) to the user

we have certain requirements related to the notification of Aging to the set of customers.

  1. Auto weekly reminder email (every Monday) is sent to respective users under their portfolio with aging summary view by type (unbilled/billed/prepayment), vendor group & aging bucket and attach aging report for their aging follow up purpose.​User listing mapping file is maintained according to the fund type.​Having aging summary table to ease user to follow up aging with supplier and close the outstanding item promptly.
  2. Every WK3 of the month, direct reporting manager is included in the auto email that send to respective user.​ The tool will obtain the reporting manager email address directly from is Workday (HR portal).

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