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 :
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 :
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 :
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 :
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
Combination of Alert and 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
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
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
3. Notify stake holders of Overdue Invoices falls under different time slab (e.g.: More than 15 Days, 30 Days, 45 Days and 60 Days)
System will execute aragenotify method after every 12 Hours to check for Overdue Invoices falls under different time slab (e.g.: More than 15 Days, 30 Days, 45 Days and 60 Days) and send notification only on the mentioned days under alert condition
4. Notify Salesperson of Overdue Invoices falls under different time slab (e.g.: More than 15 Days, 30 Days, 45 Days and 60 Days)
System will execute aragenotifys method after every 12 Hours to check for Overdue Invoices falls under different time slab (e.g.: More than 15 Days, 30 Days, 45 Days and 60 Days) and send notification only to the Salesperson on the mentioned days under alert condition and