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
• 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
Email for Open Item Access
• Watch the help-id on the lower right corner
• Action Type – Email
• Disposition Type – Recurring
– 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 1st 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 1st 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 ActiveX or Web Services to update Elliott
Event database
– To be included as a standard feature in eStore.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
– 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 [email protected]
Pros and Cons
• Pros
– Powerful
– Flexible
– Useful
• Cons
– Difficult to grasp the idea
– Need your imagination
Questions & Answers