Implementation of Alerts and Automated Tasks (Business:Comfort)

Automated tasks and sending notification to associated recipient via E-Mail,SMS or DreamApps message is now easier and smarter.
Accessible through Home» System Administration» Automation and Resources.
Alerts and Automated tasks for Comfort Business are listed below:

Alerts
Alert can be generated when user performs any action say, clicking Add/Update or Confirm on screen. And associated recipients are notified via E-Mail,SMS or DreamApps message as preferred in the Alert Setup.
1. To Notify the stakeholders of Sales orders, Amount exceeding 20000 :

Site Name:ERP

Page: opord

Command|Tab: Approve|Order

Sender :asok@dreamapps.com/ Notifying party defined by the Business

Template : opamtnotify

Method: opamtnotify

Condition: optot.xlineamt(xordernum)>=20000

Whenever user Approves a Sales Order, System checks for the total of line-amount. If it exceeds 20000, Notification is sent to the listed stake holders.
2. To Notify the stakeholders, Salesperson of a Sales order, when cancelled :

Site Name:ERP

Page: opord

Command|Tab: Close|Order

Sender :asok@dreamapps.com/ Notifying party defined by the Business

Template : opcancelnotify

Method: opcancelnotify

Condition:

Whenever user Closes a Sales Order, Notification is sent to the listed stake holders.

3. To Notify the stakeholders, Salesperson of the Sales order tagged under PO Item detail when ETA is updated :

Site Name:ERP

Page: *Custom

Command|Tab: poetanotify

Sender :asok@dreamapps.com/ Notifying party defined by the Business

Template : poetanotify

Method: cadummy

Condition: xdateetaold .ne. xdateeta

Whenever user Updates ETA under PO item detail, which is a Back Order PO for a Sales Order, Notification is sent to the listed stake holders.

4. To Notify the stakeholders, Salesperson of all the Sales orders when ETA is updated, where Requested Date is less than new ETA and already stock is not allocated :

Site Name:ERP

Page: *Custom

Command|Tab: poetanotifyb

Sender :asok@dreamapps.com/ Notifying party defined by the Business

Template : poetanotifyb

Method: cadummy

Condition: xdateetaold .ne. xdateeta

Whenever user Updates ETA under PO item detail, which is NOT a Back Order PO for a Sales Order, Notification is sent to the listed stake holders and all the relevant salesperson

Automated Tasks
Tasks can be automated without user doing any action n DreamApps. A method is scheduled to run periodically.
\\1. To check and notify stake holders if NO Back Order is created after 3 days of Sales Order creation

Owner/admin username :asok@dreamapps.com

Sequence : 1

Description : OP BOPO Tracking

Method : opboponotify

Time Scheduled. Starting Time of execution :14:00

Time Interval. : 12:00

Associated Alert: opboponotify

System will execute opboponotify method after every 12 Hours to check whether NO Back Order is created after 3 days of Sales Order creation. If found, listed Stake holders under (Command|Tab:opboponotify) alert will be notified

\\2. To check and notify stake holders if NO Receipt is made after 7 days of Sales Order creation for New Customer who has no prior money receipt record under receipt tab of sales order or in Accounts

Owner/admin username :asok@dreamapps.com

Sequence : 2

Description : New Customer OP Recipt

Method : opnewcusnotify

Time Scheduled. Starting Time of execution :14:00

Time Interval. : 12:00

Associated Alert: opnewcusnotify

System will execute opnewcusnotify method after every 12 Hours to check whether NO Receipt is made after 7 days of Sales Order creation for New Customer who has no prior money receipt record under receipt tab of sales order or in Accounts. If found, listed Stake holders under (Command|Tab:opnewcusnotify) alert will be notified