Global Alerts - Custom Alert Set up

Bill:

Here is a quick workup from the orderrel_dropship.p that is in the file list and some of my favorite elements I use in BAM alerts. This has not been tested and you will have to change the vBody section to your content.

Place the file in \\appserver\Epicor directory\server\ud\alertfile.p this is what you will reference in the BAM.


Errors will show in the appserver log as well as the message statements. I use a text file viewer called LTFViewer that can have the log file open while in use, so I can always see the latest debug messages and errors.

HTH

Greg Payne

---------------------------------------------------


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

assign SendEmail = false.


Define variable Planner as character no-undo.
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 UserFile where UserFile.DCDUserID = DCD-UserID no-error.
assign EMAIL-From = UserFile.EmailAddress.



Find First OrderHed Where OrderHed.company = OrderRel.company AND OrderHed.OrderNum = OrderRel.OrderNum no-lock no-error.

find Part where Part.Company = OrderRel.Company and Part.PartNum = OrderRel.PartNum no-lock no-error.

find ProdGroup where ProdGroup.Company = OrderRel.Company and ProdGroup.PartNum = OrderRel.PartNum no-lock no-error.

Find UserFile where UserFile.DCDUserID = ProdGrup.PersonID no-error.
assign vTo = UserFile.EmailAddress
Planner = UserFile.Name.




IF OrderHed.OrderHeld = FALSE and OrderRel.Firm = true

THEN DO:

/* Create the new body of the email */



Assign vBody = "new Order for " + OrderRel.PartNum + " for " + Planner +
"~n~n~tItem " + OrderRel.PartNum +
"~n~n~tQty " + trim(string(OrderRel.OurReqQty)) +
"~n~n~tOrder Number: " + string(OrderRel.OrderNum) + "~tLine Number: " + string(OrderRel.OrderLine).

vCC = "info@...;". /* CC to check out alert */

/* Exampes of formatting and conditions */
/*
"~n~n~tMA Cost ~t" + string(Part.StdMaterialCost,"$>>>,>>>,>>9.99") + "~tExtended Cost " + trim(string(Part.StdMaterialCost * OrderRel.XOrderQty,"$>>>,>>>,>>9.99")) +
"~n~tPO Cost ~t" + string(OrderRel.UnitCost,"$>>>,>>>,>>9.99") + "~tExtended Cost " + TRIM(string(OrderRel.UnitCost * OrderRel.XOrderQty,"$>>>,>>>,>>9.99")) +


if (CostAtPO - CostAtStd) > 50 then do:
assign vTO = vTO + "info@...;".
end.

if (CostAtPO - CostAtStd) > 1000 then do:
assign vCC = vCC + "sales@...;".
end.
*/



Message "DEBUG Email - vTO = " + vTO.


EMAIL-To = vTO.
EMAIL-CC = vCC + EMAIL-From.
assign EMAIL-Subject = 'Epicor Order: '.
assign EMAIL-Text = vBody.


assign SendEmail = true.



END.
ELSE DO:
assign SendEmail = false. /* Do Not send Alert */
END.


--------------------------------------------------------------------------


> **
>
>
> I am trying to set up a global alert to inform the production planer
> that a new customer order has been entered.
>
> In Business Activity Manager, I select the OrderHed table.
>
> Under action, I select Send alert and click on the Related button, but
> it only shows Sales Force under Available roles.
>
> How do I add Production Planner role to the choices?
>
> Regards,
>
> Bill Turgeon
>
> Director, Information Technology
>
> Coto Technology, Inc.
>
> 66 Whitecap Drive
>
> North Kingstown, RI 02852
>
> Ph: 401-583-7223
>
> Cell: 401-368-9938
>
> Fax: 401-942-0920
>
> E-mail: bturgeon@... <mailto:jbentley@...>
>
>
> P Please consider the environment before printing this email.
>
> This e-mail and any attachments are for the sole use of the intended
> recipients and may be privileged or confidential. Any distribution,
> printing or other use by anyone else is prohibited. If you are not an
> intended recipient, please contact the sender immediately, and
> permanently delete this e-mail and attachments.
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]



------------------------------------

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I am trying to set up a global alert to inform the production planer
that a new customer order has been entered.

In Business Activity Manager, I select the OrderHed table.

Under action, I select Send alert and click on the Related button, but
it only shows Sales Force under Available roles.

How do I add Production Planner role to the choices?



Regards,



Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>


P Please consider the environment before printing this email.



This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.





[Non-text portions of this message have been removed]
Hi Bill,

Before you get too far down the road, I would consider going to a BPM where
you can put way more data into an email. A global alert will tell you that
an order was entered but it won't tell you the order number let alone the
Production Planner.

Next, you'll need to define when a order is entered. When the first line
was entered? When the header was entered? After it's been checked?
Otherwise, you get a lot of false starts.

Mark W.


On Mon, Dec 10, 2012 at 8:21 AM, Turgeon, Bill <bturgeon@...>wrote:

> **
>
>
> I am trying to set up a global alert to inform the production planer
> that a new customer order has been entered.
>
> In Business Activity Manager, I select the OrderHed table.
>
> Under action, I select Send alert and click on the Related button, but
> it only shows Sales Force under Available roles.
>
> How do I add Production Planner role to the choices?
>
> Regards,
>
> Bill Turgeon
>
> Director, Information Technology
>
> Coto Technology, Inc.
>
> 66 Whitecap Drive
>
> North Kingstown, RI 02852
>
> Ph: 401-583-7223
>
> Cell: 401-368-9938
>
> Fax: 401-942-0920
>
> E-mail: bturgeon@... <mailto:jbentley@...>
>
>
> P Please consider the environment before printing this email.
>
> This e-mail and any attachments are for the sole use of the intended
> recipients and may be privileged or confidential. Any distribution,
> printing or other use by anyone else is prohibited. If you are not an
> intended recipient, please contact the sender immediately, and
> permanently delete this e-mail and attachments.
>
> [Non-text portions of this message have been removed]
>
>
>


[Non-text portions of this message have been removed]
You can easely use a .P file to put as munch information as you wish on a
GlobalAlert Email. there are examples in the help file.


*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Mon, Dec 10, 2012 at 9:24 AM, Mark Wonsil <mark_wonsil@...> wrote:

> Hi Bill,
>
> Before you get too far down the road, I would consider going to a BPM where
> you can put way more data into an email. A global alert will tell you that
> an order was entered but it won't tell you the order number let alone the
> Production Planner.
>
> Next, you'll need to define when a order is entered. When the first line
> was entered? When the header was entered? After it's been checked?
> Otherwise, you get a lot of false starts.
>
> Mark W.
>
>
> On Mon, Dec 10, 2012 at 8:21 AM, Turgeon, Bill <bturgeon@...
> >wrote:
>
> > **
> >
> >
> > I am trying to set up a global alert to inform the production planer
> > that a new customer order has been entered.
> >
> > In Business Activity Manager, I select the OrderHed table.
> >
> > Under action, I select Send alert and click on the Related button, but
> > it only shows Sales Force under Available roles.
> >
> > How do I add Production Planner role to the choices?
> >
> > Regards,
> >
> > Bill Turgeon
> >
> > Director, Information Technology
> >
> > Coto Technology, Inc.
> >
> > 66 Whitecap Drive
> >
> > North Kingstown, RI 02852
> >
> > Ph: 401-583-7223
> >
> > Cell: 401-368-9938
> >
> > Fax: 401-942-0920
> >
> > E-mail: bturgeon@... <mailto:jbentley@...>
> >
> >
> > P Please consider the environment before printing this email.
> >
> > This e-mail and any attachments are for the sole use of the intended
> > recipients and may be privileged or confidential. Any distribution,
> > printing or other use by anyone else is prohibited. If you are not an
> > intended recipient, please contact the sender immediately, and
> > permanently delete this e-mail and attachments.
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
>
>
>


[Non-text portions of this message have been removed]
> You can easely use a .P file to put as munch information as you wish on a
> GlobalAlert Email. there are examples in the help file.

Thanks Jose, I was not aware of that. (Was that true in V8? That was
the last time I used Global Alerts...)

You still need to indicate when an order is "ready" for processing
though. Can one control when the Global Alert fires? In Bill's case,
he needs to identify the planner, which I assume is based on the
product being sold. Maybe an alert for each line if two planners are
required - although I'm not familiar with his business.

Mark W.
Hmm you know what I was thinking about BAM's never mind I use BAM's as
global alerts and sometimes they get jumbled in my head. Carry on :)


*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Mon, Dec 10, 2012 at 10:01 AM, Mark Wonsil <mark_wonsil@...> wrote:

> **
>
>
> > You can easely use a .P file to put as munch information as you wish on a
> > GlobalAlert Email. there are examples in the help file.
>
> Thanks Jose, I was not aware of that. (Was that true in V8? That was
> the last time I used Global Alerts...)
>
> You still need to indicate when an order is "ready" for processing
> though. Can one control when the Global Alert fires? In Bill's case,
> he needs to identify the planner, which I assume is based on the
> product being sold. Maybe an alert for each line if two planners are
> required - although I'm not familiar with his business.
>
> Mark W.
>
>
>


[Non-text portions of this message have been removed]