Send an email to Sales Person when conditions met on Opportunity/Quote

Kinetic ERP
1

Hey gang,

My BPM skills are lacking and I don’t need to get into all the details more looking for an idea of whether this is possible or not.

We will have up to 5 teams reviewing a Quote before we convert that Quote to a Sales Order. I am building BAQs and Dashboards for the teams to track their work. UD Columns will let us know when they complete their review. Some teams may not need to review all quotes, but their BAQ criteria can be reflected in a condition to let me know when all necesarry reviews are completed. The question is can we launch an email to the Sales Person and another person indicated on the Quote that all conditions are met?

-Tory

2

In theory yes, you should be able to do this.

3

In short, yes it should be possible to do a BPM for this. Are you thinking a BPM based on what the UD field(s) are set too?

Method BPM on Quote.Update PRE-process to verify the conditions and enable a POST-process BPM that actually sends the email.

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4

I was going to say look at global alerts, but sounds like a bpm or even a scheduled function might suit the task.

Have you considered looking at workflows and tasks? Not sure how you would manage the not all teams need to review all quotes part, can quotes be categorised in some way?

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5

I have used both standard data directives and post-processing method directives to send an email based on conditions. You can do it with widgets or in code.

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6

@ToryD You can also just add this post update in the baq with some simple code. I have some simple examples you are welcome to.

7

Thanks for all the responses. Our Go Live is this weekend. I wanted a basic go / no go on whether it was possible. For now Sales team will need to monitor their dashboard or BAQ grids. The little give for the teams review in some cases is simple such as an operation exists in the line it MoM or if a product is in a set group of products. I will be reaching out for more details once go live settles down, so like a few months LOL…

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8

Do you have the CRM license?

9

I think we do have CRM, but no one here has put any effort into understanding it. If there is something in here, that might be a good excuse for us to understand this better.

10

Look into Tasks, Task Sets, and Task Lists. They’re for doing exactly what you’re trying to do.
I’ll admit, they’re a trip. Coda Bears has a really good video on them, but in their video it’s talking about ECO tasks, which is the same concept.
You assign the task on the quote (in the CRM section) and go from there. You can set approval hierarchies, alerts, and have a solid audit log.
Not gonna lie, it might be easier doing it the way you were planning, but the functionality is in the CRM module if you don’t want to make it custom.

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