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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: in-out

How do I set up notifications from users and entities in In Out?

This functionality allows you to
associate tables/entities
 with a user so that every time there is a processing error in the tables or processing notification by entity, that user is notified of such failures by email. However, it is worth emphasizing that it is not enough to
create the entity
, it is necessary to schedule the notifications in the encoding of the peripheral system.

Adding a user notification

  1. Access the menu
    Interfaces > User Notification
    .
  2. Click
    Add
     .
  3. On the
    Notification of Updates/Errors by Tables/Entities
     tab, choose the
    table
    or
    entity
    to which the
    user
    will be associated.
  4. Click
    Save
    .

Editing a user notification

  1. Access the menu
    Interfaces > User Notification
    .
  2. On the
    Create Notification of Updates/Errors by Tables/Entities
     screen, click the
    Edit
     button of the record whose information will be updated.
    To delete a record, click the
    Delete
     button.
  3. In the
    Notification of Updates/Errors by Tables/Entities
     side panel, change the required information.
  4. Click
    Save
    .
    Table data can be organized using the
    Hide Filters
     ,
    Show Grouper
     , and
    Show/Hide Columns
     buttons.

Exporting user notification data

  1. Access the menu
    Interfaces > User Notification
    .
  2. On the
    Create Notification of Updates/Errors by Tables/Entities
     screen, select the tables/entities whose data you want to export.
    • To export data from all rows in the table, this marking is not required.
    • Table data can be organized using the
      Hide Filters
       ,
      Show Grouper
       , and
      Show/Hide Columns
       buttons.
  3. Click
    Export
     .
An Excel file will be generated with the
tables/entities
 and
users
marked, for example:

Changing user notification entities

  1. Access the menu
    Interfaces > User Notification
    .
  2. Click
    Edit Entities
     .
  3. On the
    Entities Filter
     screen, click the
    Edit
     button for the row of the
    entity
    whose information you want to update.
    • To view or delete an entity, click the
      View
       and
      Delete
       buttons, respectively.
    • You can export the table information to an Excel file. To do this, select the desired entities and click
      Export
       . To export data from all rows in the table, this marking is not required.
  4. On the
    Entities
     screen, click the
    Edit
     button for the
    translation
    line to be changed.
    To delete a translation, click the
    Delete
     button.
  5. In the
    Translations
     side panel, change the translation
    description
     or
    title
    .
  6. Click
    Save
    .
    Table data can be organized using the
    Hide Filters
     ,
    Show Grouper
     , and
    Show/Hide Columns
     buttons.

Adding an entity

  1. Access the menu
    Interfaces > User Notification
    .
  2. Click
    Edit Entities
     .
  3. On the
    Entities Filter
     screen, click the
    Add
     button.
  4. On the
    Create Entities
     screen, enter an
    entity
    and click
    Add
     to enter, in the side tab, the
    language
    ,
    description
    , and
    title
    of the translation.
  5. Click
    Save
    .
    • To export the table information to an Excel file, mark the desired translations and click
      Export
       . To export data from all rows in the table, this marking is not required.
    • Table data can be organized using the
      Hide Filters
       ,
      Show Grouper
       , and
      Show/Hide Columns
       buttons.

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