Events Handling Edward Kwang President Design Background Customer

Events Handling Edward Kwang President

Design Background • Customer Service – customers would like to be notified when and out of stock inventory item is received. • Purchasing – Buyers want to know when inventory availability <= 0 • We generalized the specific requirements by our customers and come up with a generic solution.

Applications • Stock Watch • Notify buyers when Availability <=0 • Remind salesman for accessories sales • Finding out exception processes: – Delete a customer – Delete or cancel an order – Access company file maintenance • Finding out sales and orders taken today (Management Events) • Many more (use your imagination)

What Are Elliott Events? • There are hundreds of events in Elliott. For examples: – – – Receiving an item Adding, changing, deleting, canceling an order Perform a cash receipt Print an AP check Access an menu choice or print a report • Privilege users may choose to be notified when a certain event is taking place.

Terminology & Analogy • Events – Magazines • Trigger – Issue or Publish • Subscription – Subscribe to a magazine • Action – An issue is published and the subscriber received the magazine

Detail Event General Event

General vs. Detail Events • General Events – Any menu item access (when Help ID changed) – Any printing (task name) – No programming changes to support • Detail Events – Events for a particular file and record – Programming changes required – More to come (want to hear your ideas)

General Event Applications • Advise staff who bring up company file maintenance. • Email accounting manager when somebody access A/R Open File Load • Advise MIS when purging of Elliott data take place • Track any access to either a menu item (help id), or a printing function

Advise on Company Access • F 5 = Insert Event Request • Company File Maintenance Program/Help Id – CMPMNT – Watch Help ID at the lower right corner • Action Type – Message Box • Disposition – Recurring • Message Box – Icon – Subject – Detail

Email for Open Item Access • Watch the help-id on the lower right corner • Action Type – Email • Disposition Type – Recurring • Email – To – Subject – Content

Advise MIS for Purging Data • Find out Task Name from Print Option Window • Action Type – Email • Disposition – Recurring • Email – Determine who and when

Detail Event Applications • A salesperson like to know when an order is placed for him/her. • Accounting manager like to know when an order is deleted. • Sales manager like to remind salesperson to sell accessories • Remind Buyer when Qty Avail. <= 0 • A free gift for the 1 st 100 customers • Notify customer for receiving out of stock item

Notify Salesperson for Orders • Action type – Email • Disposition Type – Recurring • Email – To – Subject – Body • Mail Merge – Available Fields

Notify When Order Is Deleted • Action type – Email • Disposition Type – Recurring • Subscribe to All

Remind to Sell Accessories • Action Type – Message Box • Disposition – Recurring • Message Box – Icon – Subject – Detail

Buyer Reminder • Action Type – Email • Filters – Qty Avail <= 0 – Location = “LA” • Subscribe to All • Disposition – Recurring • Restriction – Do not remind me in 7 days

Free Gift for The 1 st 100 Cust. • Action Type – Email • Subscribe to all • Disposition – one time request • Restriction – stop after 100 times

Receiving Notification • Action Type – Email • Disposition Type – One time • Expiration

Template • The time to setup a recurring event is OK • Setup a one time event is time consuming – investment of time & return on efficiency • Help you save time by re-using template • Template variables

Alert and Expiration Message • Events subscription stop after expiration • Events subscription can be purged thru batch utility • You may optionally to notify subscriber that their subscription is about to expire • You may send another notification when the subscription is expired

Stock Watch • Create a receiving notification is too complicated. – Even if you can use template to speed it up • Need something easier for the salesman • Stock Watch is an application to create a special event automatically. • Web Stock Watch – Utilize Active. X or Web Services to update Elliott Event database – To be included as a standard feature in e. Store. Net

Management Events • A special type of detail events • Subscribe from: – Company File Maintenance – Global Setup • Currently support – COP posting – A/R Aging Balance – Inventory Value – Cash Account Balance

Other Action Types • Tickler – use it if you don’t have Email • COBOL Program – Passing Parameters – Hold Inventory on Receiving – Require Developer’s Efforts • User Defined

Security Issues • You may want to limit users who can subscribe Payroll events • Allow total control on who can subscribe to what events. – Default at user level – Default at event level – Specific control at user/event level

Detail Events Will Grow • Detail Events require programming changes at application level – not difficult – Most of the work is done at system level • It is anticipated the list of detail events will grow. • We like to hear your ideas for what events you would like to add. – Send your email to emk@netcellent. com

Pros and Cons • Pros – Powerful – Flexible – Useful • Cons – Difficult to grasp the idea – Need your imagination

Questions & Answers