Requisiton To Do Activities

Yahoo Archive
1
We just implemented 6.1 and are using a TaskSet to help us manage the
setup of parts. Doc Control will create the part and setup the BOM,
Purchasing Manager will setup the warehouse information, Production
manager will assign the operations, Cost Acct will setup the costs and
Customer Service sets up the prices (wow). I created a BAM for Key1 of
the Task table to notify individuals by e-mail when it is their turn.
Below is the code for the BAM. The creation of a new task is what fires
the e-mail which is done by the taskset.

Butch

/***********************************************************************
***

Description: This program sends part information to the Taskset
workforce

Created By:

Butch Menge

Revision History:

Initial revision

Vantage 6.1

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

************************************************************************
***/

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

DEFINE VARIABLE NewEmailBody AS CHARACTER NO-UNDO.

IF Task.RelatedToFile = "ECOGROUP" THEN DO:

ASSIGN NewEmailBody = "Group ID: " + Task.Key1 + "~n~n".

FOR EACH EcoRev WHERE EcoRev.GroupID = Task.Key1 no-lock:

ASSIGN NewEmailBody = NewEmailBody + EcoRev.PartNum + " " +
EcoRev.PartDescription + "~n".

FOR EACH EcoMtl WHERE (EcoMtl.GroupID = Task.Key1) and (EcoMtl.PartNum =
EcoRev.PartNum) no-lock:

ASSIGN NewEmailBody = NewEmailBody + " Material: " + EcoMtl.MtlPartNum +
"~n".

END.

FOR EACH EcoOpr WHERE (EcoOpr.GroupID = Task.Key1) and (EcoOpr.PartNum =
EcoRev.PartNum) no-lock:

ASSIGN NewEmailBody = NewEmailBody + " Operation: " + EcoOpr.WCCode + ",
" +

EcoOpr.OpCode + ", " + STRING(EcoOpr.ProdStandard) + ", " +
EcoOpr.StdFormat + "~n".

END.

END.

FIND EcoGroup WHERE EcoGroup.GroupID = Task.Key1 no-lock.

ASSIGN Email-Text = EcoGroup.CommentText + "~n~n" + NewEmailBody.

FIND TaskSDtl WHERE (TaskSDtl.TaskID = Task.TaskID) and

(TaskSDtl.TaskSetSeq = Task.TaskSetSeq) no-lock.

FOR EACH SalesRep WHERE (SalesRep.RoleCode = TaskSDtl.RoleCode) no-lock:

ASSIGN Email-To = SalesRep.EmailAddress + "; ".

END.

ASSIGN Email-Subject = Task.TaskDescription.

END.

else Return "Cancel Send":U.

Return.


________________________________

From: ami_miker [mailto:michael.randolph@...]
Sent: Friday, November 12, 2004 10:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Requisiton To Do Activities



We are implementing 6.1 and I was wondering if anyone has created a
slick way to notify individuals that they had assigned actions on
their To Do List. I am hoping to find a way to send an email alert,
at least to tell them to go look. We have some users that will only
have requisitioning activities on a sporadic basis, but will need to
move fairly quickly when they do have somethign to approve, review,
etc. The "just check the requisition screen on a daily basis"
answer is going to be ignored or forgotten with these low use
users. The best solution I have right now is to suggest that
requestors send emails outside Vantage on urgent issues.

Any better ideas????

Michael Randolph
Purchasing Manager
American Magnetics, Inc.





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[Non-text portions of this message have been removed]
2
We are implementing 6.1 and I was wondering if anyone has created a
slick way to notify individuals that they had assigned actions on
their To Do List. I am hoping to find a way to send an email alert,
at least to tell them to go look. We have some users that will only
have requisitioning activities on a sporadic basis, but will need to
move fairly quickly when they do have somethign to approve, review,
etc. The "just check the requisition screen on a daily basis"
answer is going to be ignored or forgotten with these low use
users. The best solution I have right now is to suggest that
requestors send emails outside Vantage on urgent issues.

Any better ideas????

Michael Randolph
Purchasing Manager
American Magnetics, Inc.
3
Michael,

Have you looked at the Business Activity Manager. It lists TASKs as an
available table. Not sure if you can send an email to just the individual a
task has been assigned to.


Patrick

-----Original Message-----
From: ami_miker [mailto:michael.randolph@...]
Sent: Friday, November 12, 2004 12:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Requisiton To Do Activities



We are implementing 6.1 and I was wondering if anyone has created a slick
way to notify individuals that they had assigned actions on their To Do
List. I am hoping to find a way to send an email alert, at least to tell
them to go look. We have some users that will only have requisitioning
activities on a sporadic basis, but will need to move fairly quickly when
they do have somethign to approve, review, etc. The "just check the
requisition screen on a daily basis"
answer is going to be ignored or forgotten with these low use users. The
best solution I have right now is to suggest that requestors send emails
outside Vantage on urgent issues.

Any better ideas????

Michael Randolph
Purchasing Manager
American Magnetics, Inc.





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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/links
Yahoo! Groups Links
4
If you have SQL Server you can setup a Linked Server to the progress database. Then setup a stored procedure that periodically checks the status and sends an email alert from SQL Mail.

Just a thought,
Jeremy


-----Original Message-----
From: ami_miker [mailto:michael.randolph@...]
Sent: Friday, November 12, 2004 1:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Requisiton To Do Activities




We are implementing 6.1 and I was wondering if anyone has created a
slick way to notify individuals that they had assigned actions on
their To Do List. I am hoping to find a way to send an email alert,
at least to tell them to go look. We have some users that will only
have requisitioning activities on a sporadic basis, but will need to
move fairly quickly when they do have somethign to approve, review,
etc. The "just check the requisition screen on a daily basis"
answer is going to be ignored or forgotten with these low use
users. The best solution I have right now is to suggest that
requestors send emails outside Vantage on urgent issues.

Any better ideas????

Michael Randolph
Purchasing Manager
American Magnetics, Inc.






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/links
Yahoo! Groups Links