Scheduled Email from Epicor (Progress DB)

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1
We 'schedule a BPM' by setting up a BAQ Export Process to run at certain times. 
2
I would like to schedule an email to go our every day with the total sales dollars for that day.
I am on E9.04.507A.

I have done this before using SQL but I am not sure how to make it work with a Progress DB.

Has anyone done this or have ideas on how I could do it?

Thanks


3
Have you looked at setting up a BPM?


On Tuesday, April 12, 2016 2:37 PM, "clive.gillett@... [vantage]" <vantage@yahoogroups.com> wrote:


  
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  <div>I would like to schedule an email to go our every day with the total sales dollars for that day.</div><div>I am on E9.04.507A.</div><div><br clear="none"></div><div>I have done this before using SQL but I am not sure how to make it work with a Progress DB.</div><div><br clear="none"></div><div>Has anyone done this or have ideas on how I could do it?</div><div><br clear="none"></div><div>Thanks</div><div><br clear="none"><div><span><br class="ygrps-yiv-1354744261yiv7889702885yui-cursor" clear="none"></span></div></div>

</div>
 


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4
I am not sure how I would do it with a BPM. 

The only trigger I had envisioned was the time.

Essentially I want to send a dollar amount as the body of a message at 5:00 every weekday.
The dollar amount is the total accumulated sales dollars for that day.

Is there a way to do this with a BPM?
5

We run similar reports every day and use Crystal Reports and Logicity (Crystal report management/runtime tool). Works like a charm. If you have Crystal, you are all set. Logicity is free or you can purchase a registered license very cheap.

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, April 12, 2016 2:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Scheduled Email from Epicor (Progress DB)

 

 

I would like to schedule an email to go our every day with the total sales dollars for that day.

I am on E9.04.507A.

 

I have done this before using SQL but I am not sure how to make it work with a Progress DB.

 

Has anyone done this or have ideas on how I could do it?

 

Thanks

 

 

The information contained in this e-mail message is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, or is not 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 message in error, please notify Ferguson Perforating immediately by telephone or reply by e-mail and then promptly delete the message. Thank-you.

6
I’m not sure that it’s possible to ‘schedule’ a BPM, and if it is, it’s not practical it requires a method in a BO to fire. You could schedule a BAQrpt, or even just a BAQ itself to run through the task agent and pick that up and process it through service connect, or possibly do a data directive on systask which could tell when those rpts are run. There are probably other ways too.

Rob Bucek
Production Control Manager
D&S Manufacturing
301 E. Main St. | PO Box 279
Black River Falls, WI 54615
715-284-5376 Ext. 311
Mobile: 715-896-3119
rbucek@...<mailto:rbucek@...>
Visit our newly redesigned Website at www.dsmfg.com<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, April 12, 2016 3:01 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Scheduled Email from Epicor (Progress DB)



I am not sure how I would do it with a BPM.

The only trigger I had envisioned was the time.

Essentially I want to send a dollar amount as the body of a message at 5:00 every weekday.
The dollar amount is the total accumulated sales dollars for that day.

Is there a way to do this with a BPM?



[Non-text portions of this message have been removed]
7
#ygrps-yiv-1677919442 P.ygrps-yiv-1677919442b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1677919442 LI.ygrps-yiv-1677919442b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1677919442 DIV.ygrps-yiv-1677919442b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1677919442 TABLE.ygrps-yiv-1677919442b1e7fd89-0279-4ffe-a16a-1f1bcba0d537Table { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1677919442 DIV.ygrps-yiv-1677919442Section1 { }

You cant schedule a BPM in base Epicor, which is why we created the user process scheduler.

This is in effect a custom process (just like normal Epicor processes) that calls a new business object where you can add your logic into in a BPM.

 

Other options include, scheduling SSRS reports, Service Connect, Windows Scheduled Tasks.

 

Regards,

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 12 April 2016 21:27
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Scheduled Email from Epicor (Progress DB)

 

 

I’m not sure that it’s possible to ‘schedule’ a BPM, and if it is, it’s not practical it requires a method in a BO to fire. You could schedule a BAQrpt, or even just a BAQ itself to run through the task agent and pick that up and process it through service connect, or possibly do a data directive on systask which could tell when those rpts are run. There are probably other ways too.

Rob Bucek
Production Control Manager
D&S Manufacturing
301 E. Main St. | PO Box 279
Black River Falls, WI 54615
715-284-5376 Ext. 311
Mobile: 715-896-3119
rbucek@...<mailto:rbucek@...>
Visit our newly redesigned Website at www.dsmfg.com<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, April 12, 2016 3:01 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Scheduled Email from Epicor (Progress DB)



I am not sure how I would do it with a BPM.

The only trigger I had envisioned was the time.

Essentially I want to send a dollar amount as the body of a message at 5:00 every weekday.
The dollar amount is the total accumulated sales dollars for that day.

Is there a way to do this with a BPM?


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



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