Email notification when PO buyer limit is gone over - Vantage 8


(system) #1

Epicor Answerbook 11597MPS explains how to do this:

 

Page: 11597MPS

PROBLEM DESCRIPTION:
Is it possible to send an email to the PO Approver when a purchase agent creates a new PO with a status of pending?

PROBLEM RESOLUTION:
One possible solution is through a method directive BPM.

PLEASE NOTE:
The detailed information provided below is an example. The idea is that this
will be modified or changed by the customer to fit their business needs. The
examples we provide have not been through a standard QA process and are provided
"as-is". These modifications should be evaluated and tested thoroughly in a test
environment prior to implementation in a production environment. Further
assistance may be necessary to build from this example or implement it. If this
example goes beyond the scope of what the customer is comfortable with and what
is handled in Epicor Technical Support, we can assist the customer in contacting
our custom programming group (their services are billable).

Purpose: This BPM will send an email to when a PO needs to be approved
Business Object: PO
Method: Update
Directive: Post-Processing

1. Navigate to the Method Directives program (System Management > Business
Process Management > Setup > Method Directives)
2. Click Method Code
3. Select the Business Object dropdown and choose PO
4. Click search
5. Select Update and click OK
6. Click the Post -processing tab and Click the New icon
7. Directive Name = Email to PO Approver
8. Click the actions Button
9. Click the Add Action Button (New icon)
10. Select the Dropdown under UserText
11. Choose the action "synchronously execute ABL code"
12. Click on blue underlined 'code'
13. When the ABL action window displays, check the Execute code below
14. For the ABL code body: paste code from following page
14. Click OK
15. Click OK (Exiting the actions dialog)
16. Check the Enabled box and then click Save


define variable vapprov as character no-undo.
for each ttPOHeader where ttPOHeader.ApprovalStatus = 'P'.
if avail ttPOHeader then do:
Find first PurAgent where PurAgent.Company = ttPOHeader.Company and
PurAgent.BuyerID = ttPOHeader.BuyerID.
assign vapprov = PurAgent.ApprovalPerson.
Find first PurAgent where PurAgent.Company = ttPOHeader.Company and
PurAgent.BuyerID = vapprov.
assign vapprov = PurAgent.EMailAddress.

if vapprov <> '' then do:
define variable vFrom as character no-undo.
define variable vTo as character no-undo.
define variable vCC as character no-undo.
define variable vSubject as character no-undo.
define variable vBody as character no-undo.
define variable hEmailEx as handle no-undo.
run Bpm/BpmEmail.p persistent set hEmailEx.

assign vFrom = 'from@...'.
assign vTo = vapprov.
assign vCC = ''.
assign vSubject = vSubject + 'Purchase Order ' + string(ttPOHeader.PONUM) + '
needs approval'.
assign vBody = vBody + 'Insert info here'.

run SendEmail in hEmailEx (
false,
CUR-COMP,
vFrom,
vTo,
vCC,
vSubject,
vBody,
""
).

if valid-handle(hEmailEx) then delete procedure hEmailEx.
leave.
end.
end.
end.



---In vantage@yahoogroups.com, <jose@...> wrote:

You cand o this with a BPM or a BAM or you amy even want to check the Built in Global Alerts they may already be one in place.


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?


On Fri, Oct 4, 2013 at 10:16 AM, Mike Abell <mabell@...> wrote:

 
<div>
  
  
  <p>

Is there any easy way to have Vantage email the “approval person”  when a PO dollar limit is over the current buyer’s limit?  How would the approval person for a buyer know that there’s a PO out there waiting for approval without some sort of notification?  We don’t want to have to have them check multiple times a day.  This seems like a flaw in the system. 

 

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:   931.432.1853 ext 302
Mobile:  615.418.3055
 

email:  MAbell@…

 

 

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(system) #2

Is there any easy way to have Vantage email the “approval person”  when a PO dollar limit is over the current buyer’s limit?  How would the approval person for a buyer know that there’s a PO out there waiting for approval without some sort of notification?  We don’t want to have to have them check multiple times a day.  This seems like a flaw in the system. 

 

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:   931.432.1853 ext 302
Mobile:  615.418.3055
 
email:  MAbell@...

 

 


(system) #3
You cand o this with a BPM or a BAM or you amy even want to check the Built in Global Alerts they may already be one in place.


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com

     Â


Quis custodiet ipsos custodes?


On Fri, Oct 4, 2013 at 10:16 AM, Mike Abell <mabell@...> wrote:

Â
<div>
  
  
  <p>

Is there any easy way to have Vantage email the “approval person” when a PO dollar limit is over the current buyer’s limit? How would the approval person for a buyer know that there’s a PO out there waiting for approval without some sort of notification? We don’t want to have to have them check multiple times a day. This seems like a flaw in the system.Â

Â

Mike Abell

Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office:Â Â Â 931.432.1853 ext 302
Mobile:Â 615.418.3055
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email:Â MAbell@…

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