Prophet 21 CommerceCenter Automating Workflow with Business Alerts. This class is designed for anyone in your organization that is:

Transcription

1 Prophet 21 CommerceCenter Automating Workflow with Business Alerts This class is designed for anyone in your organization that is: familiar with the CommerceCenter processes and transactions looking to streamline and automate business processes

2 Overview Preliminary Setup Steps to Creating Alerts Maintaining Alerts Tips and Troubleshooting Alerts

3 Objectives Preliminary Setup Create Alerts Event criteria Notification Event triggers Maintain Alerts Troubleshoot Alerts

4 This course will NOT cover Setting up configuration Transactions that will lead to the activation of an alert

5 Preliminary Setup Control Panel Services MSSQLSERVER SQLSERVERAGENT Startup Type : Automatic Log On

6 Enterprise Manager Support Services / SQL Mail / Properties Profile Name Test

7 What is a Business Alert? Automated messaging tool Supply your employees with the information they NEED to do their job More efficient customer service Timely responses Increase customer contact

8 Benefits Automated Streamline internal processes through improved internal communication More efficient customer service

9 Basic Steps for Creating a New Alert Choose Module Choose Event Type Choose New Event Enter Event Information Set Event Parameters Enter Notification Information Save the Alert

10 Alert Maintenance Found in the System Administration Module

11 Alert Maintenance Organized by module and event type

12 New Event

13 Event Tab Set of rules the system will monitor

14 Notification Tab Set up

15 Name User defined

16 Activation and Expiration Dates Range of time that note will be sent

17 Status Active, Delete or Inactive

18 Event Triggers

19 Event Triggers Pressing enter in Value column will make another trigger available

20 Notification Tab - Subject Subject will be the subject line on

21 Notification Tab - Header Header prints first in the body of the

22 Data Tokens Tokens are replaced with actual transaction data in the To insert Tokens use the RMB option

23 Data Tokens Vary based upon module Select and click OK

24 Notification Tab Line Items Repeats for each line item on order

25 Notification Tab - Footer Prints at bottom of

26 Notification Tab To: CC: BCC: Can choose a different recipients for

27 addresses Manual Address book Select Names Tokens Replaced with addresses specific to transaction Address field

28 Saving the Event Click Save or choose File / Save

29 Alert Queued Mail Found in the System Administration module under System

30 Alert Queued Mail Query Tab To see all queued s, RMB click and choose Apply Query

31 Alert Queued Mail View unsent alert s Send unsent s

32 System Alerts View alerts in System Administration / System Alerts

33 Example: Minimum profit not met Event criteria

34 Example: Shipping

35 Additional examples Order requires approval Special order item needed Invoice placed in dispute To Do assigned or completed Credit validation required Quantity changes in Shipping Voucher > $500 entered for a service vendor Inventory Adjustment

36 Tips for creating Alerts <Ctrl> <Enter> to carriage return in text fields Add token using RMB in Address column New Line column Without this column, alert will be triggered each time transaction is saved New Line equals Y alert will only be triggered when a new line is being added

37 Summary Preliminary Setup Steps to Creating Alerts Maintaining Alerts Tips and Troubleshooting Alerts

38 For More Information CommerceCenter Help Files Visit Prophet 21 on the web: View P21 University course offerings Browse Documentation Search the Solutions database Submit a web case Professional Services Sales: pss@p21.com Professional Services Sales: pss@p21.com