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Configuring the customer for alerts

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If specific alert levels are not defined, customers use the default levels defined in the system configuration. These values can be overwritten in the customer’s Budget setup.

  1. Go to Financial > Customers.
  2. Select a customer from the list.
  3. Click the  Budget tab.
  4. In the Budget Year field, select a year.
  5. Define the budget by doing one of the following actions:
    • Enter a number in the Value field and click Divide or Copy to populate all 12 periods. For example, if you enter a value of 300 and click Copy, each period has a value of 300. If you enter the same value and click Divide, each period has a value of 25.
    • Enter values for each periods manually.
    • Leave these values as 0 and use the Default Cost Budget level that is specified in the Administration > General > Alerts page.
  6. Turn on standard and/or projected alerts.
    Select either or both of the Use Standard Alert and Use Projected Alert options. If you select both alert types, and during processing both are found to be true, only a standard alert is generated. The projected alert is ignored.
    • Standard alerts look at the up-to-date usage for the customer. If usage exceeds the thresholds, it triggers an alert event, depending on the configuration for the customer.
    • Projected (Forecasted) alerts take prior actual usage in the period, average it over the usage days, and then project the total usage at the end of the monthly period. If this projected total usage exceeds the threshold, it triggers an alert event, depending on the configuration for the customer.
  7. (Optional) Override default alert thresholds.
    Deselect the Use Default Values option to access the Alert Threshold values. Type in a number or use the arrow keys to set the new values for each of the three alert thresholds.
  8. Click Save.

After configuring the customer for alerts, you must add email addresses for users to be notified when an alert event is triggered. For more information, see Adding customer contacts.

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