In this topic:

Notifications

Notifications are accessed from the Notifications Management page. From the Gotransverse Navigation bar, select Setup>>Notifications Management and scroll to the type of Notification you wish to manage.

The Notification Management page contains various types of messaging in Gotransverse, including interactions with External Applications. For details, refer the following pages:

There are several types of notifications available for use. They are:

Notification Description
Account Notifications Information about customer accounts.
Payment Notifications Information about payments and adjustments.
SVS Prepaid Register Notifications Information about the prepaid register for the stored value service and its register balance.
Invoice Notifications Information about overdue invoices or to distribute invoices.
Sales Order Notifications Information associated with sales.
System Notifications Information about Gotransverse.

Notifications must be enabled and set up with FTP, HTTP or Email actions, which indicates how to distribute the Notifications.

A Notification is an optional feature that triggers an FTP action, HTTP action, or email. Notifications can make HTTP calls that send information to an external web service when triggered. Another Notification could be configured to send customized information to customers through email. You can configure specific Notification tasks to an Action with several types of operations:

  • FTP - FTP actions allow you to send a notification to a system over FTP.
  • Email - Email notifications are sent to your customer or another individual. Use the email operation to send customized Notifications at specified intervals based on a template.
  • HTTP Post - HTTP calls send information or requests to a defined URL. You can configure a URL with a User ID and password to enable integration with web services outside Gotransverse.

FTP, HTTP, and Email calls are automated and configurable.

Adding or Changing a Notification

You an add a Notification at any time. Existing Notifications can be changed or updated as needed.

To add or change Notifications, perform the following steps:

  1. From the Gotransverse Navigation Bar, select Setup>>Notifications Management.
  2. In the Actions pane, find the Notification that you want to enable or update and click the Friendly Name.

The Action Configuration page opens showing the following three areas:

  • Action Details
  • HTTP Request Operations
  • Email Operations
  1. Select the area that has the Notification you want to add or update. Click Edit. The Configure Action Detail window opens.
  2. Enter or change the following information:
Name Identifies the Notification Category that you selected. This field cannot be changed.
Friendly Name If needed, enter a name more descriptive to you than the category name provided in Gotransverse. Maximum 40 characters.
Enable Action Indicates whether the Action is on and available for use. Select or deselect the check box to enable or disable this action as follows:
  • Check mark - Enabled, the Notification will occur.
  • No check mark - Disabled, the Notification will not occur. This Notification can be enabled later.
Description Enter a description, if needed. Maximum 40 characters.
  1. Click Finish. The Configure Action Details window closes.
  2. Enter the type of action used to distribute the Notifications in the remaining sections:
  • FTP
  • HTTP
  • Email
  1. When finished on the Notification Configuration page, click your browser's Back button to return to the Notification Management page.

Configuring the FTP Operation

If available, an FTP Operation can be configured.

  1. In the FTP Request Operations area, click Add or Edit to configure FTP functions for this Action. The Configure FTP Request window opens.
  2. Enter the following information:
Enable Operation Indicates whether the FTP operation on and available for use. Select or deselect the check box to enable or disable this action as follows:
  • Check mark - Enabled, the FTP Request will occur.
  • No check mark - Disabled, the FTP Request will not occur. This FTP Request can be enabled at a later time. If you choose not to Enable the FTP Request at the time you create it, then the FTP Request is not is not used by Gotransverse. FTP Requests can be enabled at any time after they are created.
External Application Required. Select one of the third-party applications that was configured. For more information on third-party applications, see External Applications.
Distribution Folder The default folder in which your invoice will be housed for access by the third-party application.
  1. Click Finish. The Configure FTP Request window closes.

Configuring the HTTP Operation

  1. In the HTTP Request Operations area, click Add or Edit to configure API functions for this Action. The Configure HTTP Request window opens.
  2. Enter the following information:
Enable Operation Indicates whether the HTTP operation on and available for use. Select or deselect the check box to enable or disable this action as follows:
  • Check mark - Enabled, the HTTP Request will occur.
  • No check mark - Disabled, the HTTP Request will not occur. This HTTP Request can be enabled later HTTP Requests can be enabled at any time after they are created.
Register Balance Status Depending on the notification type, you can select a stored value service prepaid register balance status that triggers the notification. When the customer's register balance moves into the selected status, a notification is triggered. You can set the thresholds using the Gotransverse API when creating a prepaid register type.
  • Green - Register balance is above the top threshold.
  • Yellow - Register balance is between the top threshold and the middle threshold.
  • Orange - Register balance is between the middle threshold and the bottom threshold.
  • Red - Register balance is below the bottom threshold.
Register Type Depending on the notification type, select the register type that is tracked for this notification.
Trigger Depending on the Notification type, you might need a Trigger that initiates the Notification action. If a Trigger is required, choose the condition on which the Notification is based.
URL Required. The URL of the website to access.
Application Identifies the system to which the request is made. This specifies an application login that you have already entered in Gotransverse under Admin >> Applications. See Applications for more information.
Post Type Drop down menu. Select POST or GET
  • POST - Defines the items to deliver.
    • Content Type - Change the provided content type if needed.
    • Date Format - Change the provided format if needed.
    • Payload - Select from the palette on the right.
  • GET
  1. Click Finish. The Configure HTTP Request window closes.

Configuring the Email Operation

  1. In the Email Operation area, click Add or Edit email functions for this Notification. The Configure Email window opens.
  2. Enter the following information:
Enable Operation Indicates whether the Email operation is on and available for use. Select or deselect the check box to enable or disable this action as follows:
  • Check mark - Enabled, the Email will occur.
  • No check mark - Disabled, the Email will not occur. This HTTP Request can be enabled at a later time. If you choose not to Enable the HTTP Request at the time you create it, then the HTTP Request is not is not used by Gotransverse. HTTP Requests can be enabled at any time after they are created.
Trigger Information Depending on the Notification type, you might need a Trigger that initiates the Notification action. If a Trigger is required, choose the conditions on which the Notification is based.
Payment Method Depending on the Notification type, you can select all configured payment methods or a single configured payment method. The notification will only be triggered if the selected payment method is used.
Invoice Type Depending on the Notification type, you can configure the email operation to send an email under the following conditions:
  • All Invoices - When an invoice of any type is created.
  • Standard Invoices Only - When a standard (non-manual) invoice is created.
  • Manual Invoices Only - When a manual invoice is created.
Manual Invoice Reason Available if you select Manual Invoices Only for Invoice Type. Select one of the following:
  • Inclusive - Includes only invoices with the selected manual invoice reasons for the email operation.
  • Exclusive - Excludes invoices with the selected manual invoice reasons from the email operation.
Select manual invoice reasons from the displayed list.
Register Balance Status Depending on the notification type, you can select a stored value service prepaid register balance status that triggers the notification. When the customer's register balance moves into the selected status, a notification is triggered. You can set the thresholds using the Gotransverse API when creating a prepaid register type.
  • Green - Register balance is above the top threshold.
  • Yellow - Register balance is between the top threshold and the middle threshold.
  • Orange - Register balance is between the middle threshold and the bottom threshold.
  • Red - Register balance is below the bottom threshold.
Register Type Depending on the notification type, select the register type that is tracked for this notification.
Email Template Required. Click the drop down box and select the email template. Gotransverse provides you with a Default Invoice email template See The Email Templates Page in this documentation in the Advanced Documentation section if you want to customize or create your own Invoice email template.
Attach Depending on the notification type, you have the option of attaching a statement to the email. When you select this option, the Attachment Template drop down menu is displayed so that you can select the statement template that you want to attach to the email.
Account Email Specifies whether to use the Customer's email address from their Account. Select or deselect the check box to enable or disable this action as follows:
  • Check mark - Yes. Use the email address of the Billing Account.
  • No check mark - No. Do not use the email address of the Account.
Recipient Email Required. if you chose not to use the Account email address. The alternate Customer email address to which to the notification is sent.
Contact Category The group of contacts to which these invoices are sent. Contact Categories can be managed on the Setup>>Categories page or added here as needed.
  1. Click Finish. The Configure Email window closes.

Disabling a Notification

You can enable or disable a notification at any time.

  1. From the Gotransverse Navigation Bar, select Setup>>Notifications Management.
  2. In the Actions pane, find the Notification that you want to disable or update and click the Friendly Name.

The Action Configuration page opens showing the following three areas:

  • Action Details
  • HTTP Request Operations
  • Email Operations
  1. In the Action Details area, click Edit. The Configure Action Details window opens.
  2. Deselect the Enable check box. No check mark means that the Notification will not occur.
  3. Click Finish. The Configure Action Details window closes. The Notification is disabled.

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