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

• Email

– 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 emk@netcellent.com

Pros and Cons

• Pros

– Powerful

– Flexible

– Useful

• Cons

– Difficult to grasp the idea

– Need your imagination

Questions & Answers