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Project EMD/Deposit expiration alert

Received Response


Our customer requires that we alert them before the expiration of EMD and deposit costs at the project level.

To accomplish this, we propose adding unprocessed costs with a DFF (Descriptive Flexfield) of Type: EMD/Deposit, EMD/Deposit Number: XXXXXX, and Expiration Date: XX-YY-ZZZ.

We can then bill the customer for these costs and create a custom OTBI or BIP report to check if the DFF Type is EMD/Deposit and the Expiration Date is within the next month. If it is, we can send an alert to the project manager that the EMD/Deposit Number is expiring.

If there are other approaches to achieving this, we welcome your input and suggestions. Thank you.

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