DreamApps Wiki

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.

To Notify the stakeholders of Sales orders, Amount exceeding 20000 :

1. Site Name:ERP
2. Page: opord
3. Command|Tab: Approve|Order
4. Sender :asok@dreamapps.com/ Notifying party defined by the Business
5. Template : opamtnotify
6. Method: opamtnotify
7. Condition: optot.xlineamt(xordernum)>=20000

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

1. Site Name:ERP
2. Page: opord
3. Command|Tab: Close|Order
4. Sender :asok@dreamapps.com/ Notifying party defined by the Business
5. Template : opcancelnotify
6. Method: opcancelnotify
7. Condition:

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