Reminder Function

It is possible to receive reminders about different activities in MONITOR. In the Users procedure in the Global Settings module you find the Reminder button where settings for this function are made. Here you can select if reminders should be shown for the following activities:

• Customer activities under the CRM tab in the Update Customer procedure
• Quote activities under the Activities tab in the Register Quote procedure
• Customer order activities under the Activities tab in the Register Customer Order procedure
• Blanket order activities under the Activities tab in the Register Blanket Order - Sales procedure
• Supplier activities under the SRM tab in the Update Supplier procedure.
• Inquiry activities under the Activities tab in the Register Inquiry procedure
• Purchase order activities under the Activities tab in the Register Purchase Order procedure
• Blanket order activities under the Activities tab in the Register Blanket Order - Purchase procedure
• Part activities under the Activities tab in the Update Part procedure.
• Nonconformity activities under the Activities tab in the Register Nonconformity procedure.
• Project activities under the Activities tab in the Register Project procedure.
• Service order activities under the Activities tab in the Register Service Order procedure.
• Agreement activities under the Activities tab in the Register Agreement - Purchase and Register Agreement - Sales procedures.

Here you can also select to be reminded of purchase orders to approve and print. You can also choose to get a reminder of purchase orders that have been printed. This informs you that the order is already printed so that you know that you should not print it yourself. This "reminder" is displayed if you go over your purchase limit and the signer both authorizes and prints the order - then the user who originally registered the order will be notified that it has been printed. You can make an active choice if you want to get a reminder about that it has been printed again.

The reminder function also includes the EIM (Electronic Invoice Management) where you can get reminders about there being supplier invoices to authorize or final code. These settings are be found under the EIM in the Users procedure. (Electronic Invoice Management is a supplement.)

The reminder function consists of the following three parts:

• Activities in the Status Bar
• Notification of Reminder
• The Reminder Window

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