Does the “Task” need to be an actual Task in the quote or can it be a reminder? Or some combination of a task and a reminder?
I did something similar, perhaps slightly less complex on the requirements, but utilizing User Process Wrapper to schedule and execute the custom task on a schedule. You’ll probably be able to do it via a Function if you’re on a high enough version.
The conditions you described can be encapsulated in your BAQ, plus any other ones necessary. If that is met, you can proceed with either generating an email or creating a task, etc.
/*Send Follow Up Reminder if QuoteHed.FollowUpDate = Today*/
/*Dictionary queue holds to-be-send emails*/
Dictionary<int, object[]> queue = new Dictionary<int, object[]>();
foreach(var quote in (from q in Db.QuoteHed.With(LockHint.NoLock)
/*Join QSalesRp, get SalesRepCode*/
join r in Db.QSalesRP.With(LockHint.NoLock)
on new { q.Company, q.QuoteNum } equals new { r.Company, r.QuoteNum }
/*Join SalesRp to QSalesRP, get EmailAddress*/
join s in Db.SalesRep.With(LockHint.NoLock)
on new {r.Company, r.SalesRepCode} equals new {s.Company, s.SalesRepCode}
/*Join Customer to QuoteHed, get Name*/
join c in Db.Customer.With(LockHint.NoLock)
on new {q.Company, q.CustNum} equals new {c.Company, c.CustNum}
where
q.Company == Session.CompanyID
&& q.FollowUpDate == DateTime.Today
&& r.PrimeRep == true
select new {
q.QuoteNum, q.FollowUpDate, s.EMailAddress, c.Name
}
))
/*Start Iteration Action*/
{
if(quote != null)
{
queue.Add(quote.QuoteNum, new object[] {quote.EMailAddress, quote.FollowUpDate, quote.Name});
}
}
/*End Interation Action*/
/*If queue has any entries, we will create a Epicor Mailer class and send out emails to that person*/
/*Value is an object array. Access contents by index*/
if(queue.Any())
{
foreach(var row in queue)
{
//debug testing
/*string path = @"\\<server>\C$\Temp\DictionaryContents.txt";
string content = string.Format("Key: {0}, Value: {1}", row.Key, row.Value);
if(!File.Exists(path))
{
// Create a file to write to.
string createText = "First Line:" + Environment.NewLine;
File.WriteAllText(path, createText);
}
string appendText = Environment.NewLine + "Response: "+DateTime.Now.ToString() + Environment.NewLine + content;
File.AppendAllText(path, appendText);
*/
//Mailer Helpers
var mailer = this.GetMailer(async: true);
var message = new Ice.Mail.SmtpMail();
message.SetFrom("fromEmail@yourdomain.com");
message.SetTo(row.Value[0].ToString());
//message.SetCC()
//message.SetBcc()
DateTime rawDate = (DateTime)row.Value[1];
var trimDate = rawDate.ToShortDateString();
string rawBody = string.Format("Quote Follow Up Date set for {0} has been reached for Quote {1} ({2}).", trimDate,row.Key.ToString(), row.Value[2].ToString());
string htmlWrapperStart = "<html><body><p>";
string htmlWrapperEnd = "</p></body></html>";
string finalBody = string.Format("{0}{1}{2}", htmlWrapperStart, rawBody, htmlWrapperEnd);
message.SetBody(finalBody);
message.Subject = string.Format("Follow Up Reminder: Quote {0}", row.Key.ToString());
//Dictionary<string, string> attachments = new Dictionary<string, string>();
//attachments.Add("MyFirstAttachment", @"\\MyServer\myFolder\MyFile.pdf");
mailer.Send(message);
}
queue.Clear();
}
else
{
/*
//debug testing
string path = @"\\<server>\C$\Temp\BPMDebugger.txt";
string content = string.Format("No Dictionary Values. DateVar = {0}", DateTime.Today.ToString());
if(!File.Exists(path))
{
// Create a file to write to.
string createText = "First Line:" + Environment.NewLine;
File.WriteAllText(path, createText);
}
string appendText = Environment.NewLine + "Response: "+DateTime.Now.ToString() + Environment.NewLine + content;
File.AppendAllText(path, appendText);
*/
}
You could probably do it all with widgets if you want.
Then, it’s a matter of scheduling the process or function in Epicor to run daily (or whatever the requirement is).
