SYMENU System Manager Introduction 16

Run Instructions: Sell More Notification

 Scenario:  Create an action to notify sales entry people to offer accessories for an item at time of order line entry.

In this scenario we will create an action that triggers a popup window listing any items that can be sold as an accessory to the item ordered.  The advantage of a popup window is that it is immediate and appears on the screen rather than having the user disrupt what they are doing to read e-mail.        

Step 1.  In Inventory Item File Maintenance, Change Mode, open an item.  For this scenario we will use item CAS-1917 Leica.  If you were using the tutorial database for these exercises up to now, you will note that the Specific Events window is now Red.  This indicates that a Specific Event exists for this item.  An item can have as many specific events as you want to manage, (use Elliott Popup Notes to identify each Specific Event by what it does rather by Action ID).

 Click the Specific Events Icon or press Ctrl-G to access the Event Request Window.  In this window press F5 to find, highlight and select event CP0111 Add Order for Item.  Once selected, the Event Action Request Window opens.

 

Step 2.             General Window


                       Action Type       = Msg Box  (E-Mail Folder changed to Msg Box Folder)

                        Disposition                    = Recurring

                       

Step 3.             Click Msg Box Folder

                        Complete Message for Popup Window

                        (Same procedures as for Message exercise in General Event)



Step 5.             Save

Synopsis:  Program CP011 Add Order For Item goes to the Item File to find an Item.  If the item has a Specific Event tied to it that applies to the program, it will trigger that action.  In this case, the Message Box appears after the item ordering steps have been completed.  If the quantity ordered causes a negative or 0 Qty Available, it will also trigger the notification action we created in the last exercise.



      Since this action is item specific, there is no need to use Item filters.


 

  User finishes entering item, Msg Box pops up

 

    User Clicks Details – detailed message opens


Advanced Features

Disposition

 This feature gives you two options:


 

Restrictions

 

Top Option

This should be used with caution because if an event is triggered twice in one day, the event recipient(s) will not get notified again until X number of days have passed since the first triggered event.

 

Bottom Option

Self-explanatory.  Very useful for give-away promotions, i.e. 1st 100 orders, callers, etc.

History  


 


 


 

 

 

The system automatically tracks when, by who, and recipient history of the event.  If needed, this can serve as an auditing tool.

Expiration



In the General Events Chapter we discussed how to set expiration date for an Event.  Now that you have become comfortable with writing events, we need to present Part II.

 After you have setup an Expiration Date, two Expiration options become available.  They are:

 1.                   Alert before expiring

 If enabled, it will open the Alert Tab where:

 A:         You create an Alert Message notifying the event e-mail recipient(s) that the event is due to expire in X number of days.  X number of days being user defined prior to the expiration date.

 B.         Extend the Expiration Date

 2.                   Notify when expired

 If enabled, it will open the Notify Tab where:

 A.         You create an Expiration Message notifying the event e-mail recipient(s) that the event has expired.




 

 

 

 

 

 

 

 

 

 



 








Systems Manager

  1. Mapped Drives Disappear After Logoff or Reboot
  2. Using Raw Data Pass Through for Dot Matrix Printer on Windows 10 Does Not Work
  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
  59. Not Able to Change Attributes Added by Other Users
  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
  74. It Is Extremely Slow to Run Elliott over VPN Connection
  75. SYTIMCLK Systems Manager General Time Clock
  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
  79. How Do I Limit the Companies for Users?
  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager - External Macros
  149. SYMENU System Manager - Internal Macros
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
  206. MAPISendMail failed! Not supported [26]
  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor
  212. Running Elliott 8.2 and Up on Windows 2003 Server
  213. How Can I Find Out About New Elliott Events Added or Changed Lately?
  214. Feature - Export Enhanced Attribute Predefined Code Value and Description
  215. Error 114 with GUIUTL32.LBR\GUIUTIL.int in Defer Processing
  216. EL800.EXE - Bad Image - MSVCRT20.dll Is Either Not Designed to Run on Windows or It Contains an Error
  217. Anti-Virus Caused Failure on Crystal Reports ODBC Access
  218. AVIRA Anti Virus Software Kills Elliott EL800 Executable
  219. Error: Trx Date Outside Date Range (00/00/00 - 00/00/00)
  220. How to Allow User to See All Spooled Reports in One Module
  221. A Support Case of Investigating Elliott Database Performance Problem
  222. Received Error in Macro DEALLOC-SHR-MEM Deallocate Failed - Invalid Pointor
  223. Feature - Added the Ability to Purge the System Activity Log

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