RMA email alert

Epicor ERP 9
1

Epicor 9.05.701

In principle is it possible to have an automated email from Epicor if an RMA Case has been open for more than two weeks? And a second email every two weeks after that?

Thanks in advance.

2

I would think in theory you could use a BPM.

3

I agree, however i don’t see an RMA open or RMA closed date for the front end user…(only an RMA date field)
I could do a customisation for these fields, however that would take more processor time to fill them in.

4

Are you looking at RMA processing or RMA Disposition? RMA Processing has an Open/Closed flag.

5

So I just tested it. After you disposition a RMA it will close the RMA (RMA Processing). YOu should be able to go off the RMAHead.OpenRMA

6

Hi Kimberley,

I guess it would be rma processing so RMAHead table…your right there is an open/closed flag but not sure this is linked to a open date and a closed date…(we would need dates to verify if its over 2 weeks i guess)

7

I think you could do it. You may have to play with it and have a couple BPMs but sounds possible.

8

I believe you will have to use both the Open/Closed flag and Open date to get there. First check to see if it is still open and then if it is, do some date math to figure out what to send.

9

I’ve recently done a fair few of these “timed” emails in SSIS (SQL Server Integration Services). It’s workflow driven, similar to Service Connect but it’s free as part of SQL server and very powerful.

I firstly run a query to detect whether there are any items matching the criteria - if so, workflow progress to the next point to extract the relevant rows. It then builds one or more emails and sends it out. The benefit that I saw to doing it this way is that it’s easy to do timed events - using BPMs, you have to rely on something running at a particular time for it to work.

Once you’ve played with exports, it’s also possible to then do Epicor imports using C# code and calling adapters (but this would tie it to a specific version and make it hard to upgrade, REST (@Mark_Wonsil favourite thing :slight_smile: ) or what I’ve done at the moment to keep it simple is to call DMT using Powershell. I run a check to see if there are records that need creating, then build a CSV, then call DMT to import it.