1. Open the Checks and Payments screen (AP302000).
2. On the Notifications link in the top right corner, select Create New.

1. • Alternatively, open the Automation Notifications screen (SM205040) and select the Checks and Payments screen in the Screen ID field.

3. On the Automation Notifications window that opens, enter the Description for the Notification and save it.
4. Fill in the following fields for the Notification:
   • Subject – This will be the Subject on the email sent to the vendor
   • Data Source – Select Report if you want Acumatica to send a report with the notification email
   • Report ID – Select the AP Payment Register report to include the list of documents paid by the corresponding ACH payment
   • Report Format – Select PDF to attach the report to the email in PDF format

1. • Message Tab: Enter a message. Acumatica will insert this into the body of the email sent to the vendor. To insert specific fields, like the contact person, the amount of the payment, click Insert to choose the corresponding data field.

1. • Conditions tab – Define the conditions under which the notification will be triggered
     • Select Payment Method equals FEDWIRE
     • Select Status equals Closed

1. • Addresses tab – Select who will receive the email notification. To select the default contact for the vendor, use the  Vendor > Default Contact > Email object as depicted in the screenshot below:
     
   • Acumatica will populate the Parameters and Fields tabs are automatically.

After a Batch Payment is released, the Check Status changes to Closed which triggers Acumatica to send the notification to the vendor. You can view the notification on the Send Notifications screen (SM205050):

Note: You can also set the notification from the Bills and Adjustments screen (AP301000) or Batch Payments screen (AP305000).

Create a Business Event:

Set Notification Settings: