E9: BPM: E-mail alert on payment from specific CustID

Bam files go on the server in this directory.  \\machine\Epicor905\Server\ud

 

In the yahoo group file section is a document on the entire setup process that I used to get me started.

 

BAM Setup - BAM_Alert_OrderRel_DropShip.zip

https://xa.yimg.com/df/vantage/BAM_Alert_OrderRel_DropShip.zip?token=oytDiLgcWSNuu3nsFnzrJnFfQWc81kaTxEw9qz1nWgKN1GNsK47l0ZbFNUMaucerZVbAHg2DsrkEIguTVHivpJAu30lqgIeKQYoIdJuAF4PJnzu39ItT8BBT9Jo1QA&type=download

 

Some BAM Examples are also there.

https://groups.yahoo.com/neo/groups/vantage/files/%20%20%20version%209.0%20files/BAM/

 

 

Below is a bam I use on Invoicing. Change InvcHead to CashHead and it should be ready to debug. Check the server log for errors. If you don’t want the invoices paid, just that there was a payment remove the Dtl for each.

 

Greg

 

 

{ud/GlbAlert.i &TableName = "InvcHead"}

 

ASSIGN SendEmail = FALSE.

 

/* format Email Text */

 

 

 

define variable EmailAddress as Character no-undo initial '':U.

define variable UserName as Character no-undo initial '':U.

 

define variable vFrom as character no-undo initial '':U.

define variable vTo as character no-undo initial '':U.

define variable vCC as character no-undo initial '':U.

define variable vSubject as character no-undo initial '':U.

define variable vBody as character no-undo initial '':U.

 

 

 

                /* Find InvcHead where InvcMisc.Company = InvcHead.Company and InvcMisc.InvoiceNum = InvcHead.InvoiceNum. */

               

                Find First Customer where InvcHead.Custnum = Customer.CustNum.

                Find First UserFile where UserFile.DCDUserID = DCD-UserID no-error.

               

 

                                                message " In alert on misc charge"                           + string(InvoiceHead.InvoiceNum).

               

                                                Assign vBody  = "New Misc Charge"  +

                                                                                "~n~n~tCustomer  " + Customer.CustID +

                                                                                "~n~n~tName      " + Customer.Name.

               

                                                For Each InvcDtl where InvcHead.Company = Invcdtl.Company and InvcHead.InvoiceNum = InvcDtl.InvoiceNum.

                                               

                                                                                Assign vBody = vBody +

                                                                                "~n~n~tItem " + InvcDtl.PartNum + "~tDesc. " + InvcDtl.LineDesc.

                                               

                                                End.

                /*

                                                For Each InvcMisc where InvcMisc.Company = InvcHead.Company and InvcMisc.InvoiceNum = InvcHead.InvoiceNum.

                                                               

                                                                                Assign vBody = vBody +

                                                                                                                                "~n~tMisc Charge " + InvcMisc.Description + "~tAmount " + TRIM(string(InvcMisc.MiscAmt,"$>>>,>>>,>>9.99")).

                                                                                                                               

                                                                                assign SendEmail = true.                                              

                                                                                                                               

                                                End.                                                                      

                */

 

                assign vTO  = "info@...".

               

               

               

               

                /*

                assign vTO  = "email@...;email@...;email@..."

                                                                 vCC  = "info@...;".

                                */                          

                               

assign EMAIL-From = UserFile.EmailAddress.

EMAIL-To = vTO.

EMAIL-CC = vCC + EMAIL-From.

assign EMAIL-Subject =  'Epicor Misc Charge: ' + Customer.CustID + " - " + Customer.Name.

assign EMAIL-Text = vBody.

assign SendEmail = true.

 

 

 

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, March 23, 2016 8:56 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: E9: BPM: E-mail alert on payment from specific CustID

 

 

Thanks Greg.
If you have an alert program example in mind that you can point me to, that would be a big help.
Where would you recommend these alert programs live?




CONFIDENTIALITY NOTICE

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"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
Good day,
E9.05.702A
We are attempting to trigger an e-mail alert when a specific customer's payment is applied.
The following is the approach so far, which has NOT sent an e-mail notification after testing.
After a trace of the group posting, we begin with CashRec.MassGenerateCashDtl method.
A Pre-Processing method directive was created:
Condition: the ARInvSel.Customer.CustID field of the changed row is equal to the "40130" expression
Action: send e-mail synchronously based on the Tekgard Payment template. The template contains the "Select Table Fields" inserting ttARInvSel.InvoiceNum, DocInvoiceAmt, and ttCashDtl.DocTranAmt with Updated records.
We would be much obliged for any suggestions.
Thanks for your time.


Do you have global alerts \ email process running? If so you could use a BAM on the table rather than the process. You can put the customer in the rules or you can send or not send the email based on condition in the additional .p program.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 22, 2016 8:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] E9: BPM: E-mail alert on payment from specific CustID

 

 

Good day,
E9.05.702A
We are attempting to trigger an e-mail alert when a specific customer's payment is applied.
The following is the approach so far, which has NOT sent an e-mail notification after testing.
After a trace of the group posting, we begin with CashRec.MassGenerateCashDtl method.
A Pre-Processing method directive was created:
Condition: the ARInvSel.Customer.CustID field of the changed row is equal to the "40130" expression
Action: send e-mail synchronously based on the Tekgard Payment template. The template contains the "Select Table Fields" inserting ttARInvSel.InvoiceNum, DocInvoiceAmt, and ttCashDtl.DocTranAmt with Updated records.
We would be much obliged for any suggestions.
Thanks for your time.

 




CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6240 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
We do. I'll give that a whirl.
The problem I find using a BAM is that the tables presented by the trace are not available: ARInvSel is not a selectable table, and CashDtl has not Available fields...

I would use CashHead table. Rule Fields trandate = today, custid = ‘40130’ and posted = true.

Get the basic alert working, then apply rules, then add the alert program to format the email and add the details from the CashDtl table or any other table you want.

 

There are sample alert programs in the file section or I can send you one.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, March 22, 2016 9:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E9: BPM: E-mail alert on payment from specific CustID

 

 

The problem I find using a BAM is that the tables presented by the trace are not available: ARInvSel is not a selectable table, and CashDtl has not Available fields...




CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6240 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
Thanks Greg.
If you have an alert program example in mind that you can point me to, that would be a big help.
Where would you recommend these alert programs live?