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Events Handling

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

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Events Handling

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  1. Events Handling Edward Kwang President

  2. 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.

  3. 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)

  4. 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.

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

  6. Detail Event General Event

  7. 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)

  8. 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

  9. Advise on Company Access • F5 = 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

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

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

  12. 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 1st 100 customers • Notify customer for receiving out of stock item

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

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

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

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

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

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

  19. 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

  20. 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

  21. 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 ActiveX or Web Services to update Elliott Event database • To be included as a standard feature in eStore.Net

  22. 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

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

  24. 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

  25. 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

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

  27. Questions & Answers

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