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TOPIC: Order Acknowledgements, Inventory Feeds etc...

Order Acknowledgements, Inventory Feeds etc... #1652

  • be05x5
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Hello Everyone,

I am interested in some ideas on how people use Event manager to send out automatic order acknowledgements for customers and resellers?

Here is what we do. We created free fields for contacts for Customers. Free fields are dropdown lists defined to have Excel or PDF option to send an order acknowledgement in (or inventory feed). This allows us to have an unlimited number of subscribers for various feeds.
We are looking to add CC option for a Salesrep to be copied on the order acknowledgement. This is adding another level of complexity and it might require a separate Event. I am wondering how others have approached this problem.

Any ideas here would be greatly appreciated.

Thank you.
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Order Acknowledgements, Inventory Feeds etc... #1669

  • Shawn
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The way We handle Order Acks is kind of simular.
we use the salesperson fields
so that when OE adds salespersons they also get the Order Ack

SO in my situation we use a free field on the Account card that has the option of Email, Fax or Prompt.
If Email is selected. then An Ack goes to the Main Email on the Account Card.
If Fax is selected then a Fax is sent to the Main Fax number on the Account card.
If the option is set to Prompt then before the OE Order is saved it Prompts the OE person to put in either a Email or Fax number to send the Ack to.
This is usefull for Sales people whom allways sell to different End Users.

Now to make this work I have Some Flex code built into Macola ES I will share some of that with you.
Private Sub macForm_ModeChange(ByVal ModeType As MacMode)
' Driving force for order acknowledgements.

If ModeType = 12 Or ModeType = 13 Then
    ' If it is a new order or change order, I need the order number
    strOrderNo = OE0101.macForm.Order.Text
End If
    
    
If ModeType = 11 Then
    ' If I'm saving the order, I need might need to send an acknowledgement.
    
    Dim strInsComment As String
    Dim strpadordno As String * 8
    Dim myDate As Date
    
    intResponse = MsgBox("Would you like to send an acknowledgement?", vbYesNo, "Order Acknowledgement")
        
    If intResponse = vbYes Then
        
        ' Call the code to send the acknowledgement
        SendAck
        
        ' Write to Order Notes that the user wants an acknowledgement sent.
        
        strpadordno = "        "
        formatorderno = Mid(strpadordno, 1, 8 - Len(Trim(strOrderNo))) & Trim(strOrderNo)

        strInsComment = "Name: " & macForm.ConnInfo.User & " Nature: Auto   Date: " & Now() & vbCrLf & macForm.ConnInfo.User & " requested that an acknowledgement be sent."

        Dim myAdo1 As ADODB.Connection
        Dim myRecordset1 As ADODB.Recordset
        
        Set myAdo1 = macForm.ConnInfo.OpenADOConn
        
        Set myRecordset1 = myAdo1.Execute("Insert into OECOMMENTS_SQL(Ord_no,comment,com_nature,usr_name,ent_date,rec_count,misc,salesman,contact,problem,cause,results,datebuilt,serialnumber,exp_flag,exp_date) Values ('" & formatorderno & "','" & strInsComment & "',7,'" & macForm.ConnInfo.User & "','" & Now() & "',5,' ',1,1,1,1,1,' ',' ',0,0)")
        Set myRecordset1 = myAdo1.Execute("EXSW_Insert_WF_Auto_Note '" & formatorderno & "','" & strInsComment & "'")
        
        Set myRecordset1 = myAdo1.Execute("select item_no from oeordlin_sql where ord_no = '" & formatorderno & "' and item_no like 'Pend%'")
    
        If myRecordset1.EOF Then
            myRecordset1.Close
            myAdo1.Close
        
            Set myRecordset1 = Nothing
            Set myAdo1 = Nothing
        Else
            strTempPend = "OE Line Comments " & vbCrLf

            Set myRecordset1 = myAdo1.Execute("select ord_no, line_seq_no, cmt from OELINCMT_SQL where ord_no = '" & formatorderno & "' order by ID ASC")
        
            While Not myRecordset1.EOF
                strTempPend = strTempPend & RTrim(myRecordset1("cmt")) & vbCrLf
                myRecordset1.MoveNext
            Wend
        
            Set myRecordset1 = myAdo1.Execute("EXSW_Insert_WF_Auto_Note '" & formatorderno & "','" & strTempPend & "'")
        
            myAdo1.Close
        
            Set myRecordset1 = Nothing
            Set myAdo1 = Nothing
    
            strTempPend = ""
        
        End If
                
    Else
        
        ' Write to the Order Notes that the user did not want to send an acknowledgement
        strpadordno = "        "
        formatorderno = Mid(strpadordno, 1, 8 - Len(Trim(strOrderNo))) & Trim(strOrderNo)

        strInsComment = "Name: " & macForm.ConnInfo.User & " Nature: Auto   Date: " & Now() & vbCrLf & macForm.ConnInfo.User & " selected not to send an acknowledgement."

        Dim myAdo2 As ADODB.Connection
        Dim myRecordset2 As ADODB.Recordset

        Set myAdo2 = macForm.ConnInfo.OpenADOConn
        
        Set myRecordset2 = myAdo2.Execute("Insert into OECOMMENTS_SQL(Ord_no,comment,com_nature,usr_name,ent_date,rec_count,misc,salesman,contact,problem,cause,results,datebuilt,serialnumber,exp_flag,exp_date) Values ('" & formatorderno & "','" & strInsComment & "',7,'" & macForm.ConnInfo.User & "','" & Now() & "',5,' ',1,1,1,1,1,' ',' ',0,0)")
        Set myRecordset2 = myAdo2.Execute("EXSW_Insert_WF_Auto_Note '" & formatorderno & "','" & strInsComment & "'")
        
        Set myRecordset2 = myAdo2.Execute("select item_no from oeordlin_sql where ord_no = '" & formatorderno & "' and item_no like 'Pend%'")
    
        If myRecordset2.EOF Then
            myRecordset2.Close
            myAdo2.Close
        
            Set myRecordset2 = Nothing
            Set myAdo2 = Nothing
        Else
            strTempPend = "OE Line Comments " & vbCrLf

            Set myRecordset2 = myAdo2.Execute("select ord_no, line_seq_no, cmt from OELINCMT_SQL where ord_no = '" & formatorderno & "' order by ID ASC")
        
            While Not myRecordset2.EOF
                strTempPend = strTempPend & RTrim(myRecordset2("cmt")) & vbCrLf
                myRecordset2.MoveNext
            Wend
        
            Set myRecordset2 = myAdo.Execute("EXSW_Insert_WF_Auto_Note '" & formatorderno & "','" & strTempPend & "'")
        
            myAdo2.Close
        
            Set myRecordset2 = Nothing
            Set myAdo2 = Nothing
    
            strTempPend = ""
        
        End If
    
    End If



Here is the Event That we run
SELECT dbo.npOEORDACK.ord_no AS "ord_no", dbo.npOEORDACK.cus_send AS "cus_send", dbo.npOEORDACK.sls_1_email AS "sls_1_email", dbo.npOEORDACK.sls_2_email AS "sls_2_email", dbo.npOEORDACK.sls_3_email AS "sls_3_email", dbo.npOEORDACK.Id AS "Id", rtrim(dbo.npOEORDACK.sls_1_email) + '; ' + rtrim(dbo.npOEORDACK.sls_2_email) + '; ' + rtrim(dbo.npOEORDACK.sls_3_email) + '; ' + 'acknowledgements@igoergo.com' AS "Combined_email", dbo.npOEORDACK.cus_send + '; ' + rtrim(dbo.npOEORDACK.sls_1_email) + '; ' + rtrim(dbo.npOEORDACK.sls_2_email) + '; ' + rtrim(dbo.npOEORDACK.sls_3_email) + '; ' + 'acknowledgements@igoergo.com' AS "Combined_email2" FROM (dbo.npOEORDACK JOIN dbo.oeordhdr_sql ON dbo.npOEORDACK.ord_no = dbo.oeordhdr_sql.ord_no)   WHERE  dbo.npOEORDACK.cus_ack_pref  =  'Email     ' AND dbo.oeordhdr_sql.selection_cd  =  'C' AND dbo.npOEORDACK.Syscreated  >=  '{%Current Date YYYY-MM-DD%}' ORDER BY dbo.npOEORDACK.ord_no ASC




What this does It determines what to send to a CustomTable that we use to prep the email address in a format that can be used.
then it also writes information to our Order notes workflows on who ack'd the order and when.
The Custom Table takes all of the emails and fax numbers and validates them and puts them in to a format that can be used by event manager to send the email.
Event manager then recieves this info from the Custom Table and runs a Crystal report and outputs it as a PDF attached to an email or faxes the attachment to the desired people.
which in our case is Myself(for archiveing),(Customer account Preference),Salesperson1,Salesperson2,Salesperson3.

In our industry we some times like to link certain reps to certain dealers for ACK reasons
we do this by using free number field on the account card that you can put a resource number in. This allows us to associate an account with a salesperson.
When this link is made we automaticaly add that sales person to orders made by that account.
automates things a bit as well.

You can CC as well but becarefull You have to have a Main email as well or Eventmanager will freak out.
The otherthing you can do by using an event is send them each one a different email.
Attachments:
_______________________________________
NeutralPosture, Inc.

Shawn Gamble
Information Services
979-778-0502 ext. 143
979-778-0408 fax
Shawn@igoergo.com
http://www.neutralposture.com

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