Setup Process for FA Reconciliation

If your company subscribes to the FA premium service, you must ensure FA monitor configurations contain the appropriate settings before setting up enhanced notification configurations.

Inovisworks uses the settings in the FA monitors in combination with the email addresses and other criteria set up in event notification configurations to determine when and where email notifications are to be sent (see “Define Event Notification Settings for FA Monitor Configurations” on page 121).

Optionally, you can “Define Trading Partner Address Books for FA” on page 121.

Define Event Notification Settings for FA Monitor Configurations

While setting up (or editing) an FA monitor configuration, you must select the appropriate check box to indicate how you want (or how you want your trading partners) to be notified if an exception situation occurs.

For FA monitor configurations, the Event Notification Settings check boxes indicate event notification emails can be sent to the:

Sender of the original document if an FA with an Accepted or Rejected status is received.

Sender or receiver of the original document if an FA is not matched to an original document or if an error occurred during FA processing.

Define Trading Partner Address Books for FA

Optionally, you can set up trading partner address books that contain email addresses and contact information. Inovisworks uses the address books when determining which email addresses to use when sending email notifications (see “Setting Up Trading Partner Address Books” on page 131).

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