Activant Prophet 21. Automating Workflow with Business Alerts

Transcription

1 Activant Prophet 21 Automating Workflow with Business Alerts

2 This class is designed for Anyone in your organization that is familiar with the Prophet 21 processes and transactions looking to streamline and automate business processes

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

4 This course will NOT cover Setting up configuration Refer to Solutions 5241, and 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 and/or Task

19 Event Triggers Enter parameters for the event

20 Event Triggers Pressing [Enter] until another line appears

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

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

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

24 Data Tokens Vary based upon module Select and click OK

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

26 Notification Tab - Footer Prints at bottom of

27 Notification Tab To: CC: BCC: Choose recipients for

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

29 Saving the Event Click Save or choose File / Save

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

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

32 Alert Queued Mail View unsent alert s Send unsent s

33 Alert Queued Mail

34 System Alerts View alerts in System Administration / System Alerts

35 System Alerts Problem Solving Alerts Solution # 6025

36 Example: Minimum profit not met Event criteria

37 Example: Shipping

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

39 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

40 Tips for Creating Alerts

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

42 Published Solutions Solution 5241 How to setup SQL server to use P21 Alerts via Solution Will Alerts work with SMTP mail versus SQL mail? Solution Steps to perform for SQL mail (MAPI) to work for alerts Solution 4242 How to create/add a login/user for SQL Server and Prophet21

43 Published Solutions Solution 6025 Troubleshooting workflow alerts not sending s/working Solution 7526 Error 229: Execute permission denied on object xp-sendmail

44 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com