Send email when Sales Order Acknowledgment is printed

Are you wanting to send the so ack email to the customer?




________________________________
From: jeffery_p_sanders <jps@...>
To: vantage@yahoogroups.com
Sent: Mon, 23 May, 2011 16:24:45
Subject: [Vantage] Send email when Sales Order Acknowledgment is printed

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Does anyone have a way to send email when the Sales Order Acknowledgment is
printed other than this method which is not ideal:

1. Build a pre-processing on SalesOrder Update method to check for a True value
in a UD field (checkbox). If so, enable a postprocessing BPM.

2. Build a post processing BPM on SalesOrder Update method to send email.

3. Build a customization on the clicked event of "Print Sales Order
Acknowledgment" menu selection, to ask if the user wants to send email. If so,
check the checkbox and upate the sales order to force the BPM to run. Then
uncheck the checkbox and update.

Epicor's only solution was to either ask the Yahoo Group or get in touch with
their Custom Group which is billable.

Jeff Sanders




[Non-text portions of this message have been removed]
Does anyone have a way to send email when the Sales Order Acknowledgment is printed other than this method which is not ideal:

1. Build a pre-processing on SalesOrder Update method to check for a True value in a UD field (checkbox). If so, enable a postprocessing BPM.

2. Build a post processing BPM on SalesOrder Update method to send email.

3. Build a customization on the clicked event of "Print Sales Order Acknowledgment" menu selection, to ask if the user wants to send email. If so, check the checkbox and upate the sales order to force the BPM to run. Then uncheck the checkbox and update.

Epicor's only solution was to either ask the Yahoo Group or get in touch with their Custom Group which is billable.

Jeff Sanders
Assuming you have a local email server to use, you could ignore steps 1 & 2.

Just tack onto the 'Print Sales Ack' event (I'm not sure how easy this
actually is). Scrible up a little c# to send an email instead of setting a
checkbox and you're off to the races.

For my two cents, I like the BPM version better as all the emails would be
sent from the server instead of the client. Depending on your situation, you
can run into reliability issues if you try to just send emails from random
clients.

On Mon, May 23, 2011 at 11:24 AM, jeffery_p_sanders <jps@...
> wrote:

>
>
> Does anyone have a way to send email when the Sales Order Acknowledgment is
> printed other than this method which is not ideal:
>
> 1. Build a pre-processing on SalesOrder Update method to check for a True
> value in a UD field (checkbox). If so, enable a postprocessing BPM.
>
> 2. Build a post processing BPM on SalesOrder Update method to send email.
>
> 3. Build a customization on the clicked event of "Print Sales Order
> Acknowledgment" menu selection, to ask if the user wants to send email. If
> so, check the checkbox and upate the sales order to force the BPM to run.
> Then uncheck the checkbox and update.
>
> Epicor's only solution was to either ask the Yahoo Group or get in touch
> with their Custom Group which is billable.
>
> Jeff Sanders
>
>
>


[Non-text portions of this message have been removed]
Like I said, I'd recommend the BPM method. But if your keen to send emails
from the clients, here's the code. Feed it the recipients as a semicolon
delimited string. Your email server will have to allow direct SMTP access
from all clients for this to work.

public static void mail(String to, String body, String
subject, String from)
{
MailMessage message = new MailMessage();
SmtpClient client = new SmtpClient();

message.From = new MailAddress(from);
message.Subject = subject;
message.Body = body;
// Add some recipients
foreach (String address in to.Split(';'))
{
message.To.Add(new MailAddress(address));
}

client.Host = "mail.server.com";
client.Send(message);

message.Dispose();
client.Dispose();
}




On Mon, May 23, 2011 at 11:34 AM, Waffqle <waffqle@...> wrote:

> Assuming you have a local email server to use, you could ignore steps 1 &
> 2.
>
> Just tack onto the 'Print Sales Ack' event (I'm not sure how easy this
> actually is). Scrible up a little c# to send an email instead of setting a
> checkbox and you're off to the races.
>
> For my two cents, I like the BPM version better as all the emails would be
> sent from the server instead of the client. Depending on your situation, you
> can run into reliability issues if you try to just send emails from random
> clients.
>
>
> On Mon, May 23, 2011 at 11:24 AM, jeffery_p_sanders <
> jps@...> wrote:
>
>>
>>
>> Does anyone have a way to send email when the Sales Order Acknowledgment
>> is printed other than this method which is not ideal:
>>
>> 1. Build a pre-processing on SalesOrder Update method to check for a True
>> value in a UD field (checkbox). If so, enable a postprocessing BPM.
>>
>> 2. Build a post processing BPM on SalesOrder Update method to send email.
>>
>> 3. Build a customization on the clicked event of "Print Sales Order
>> Acknowledgment" menu selection, to ask if the user wants to send email. If
>> so, check the checkbox and upate the sales order to force the BPM to run.
>> Then uncheck the checkbox and update.
>>
>> Epicor's only solution was to either ask the Yahoo Group or get in touch
>> with their Custom Group which is billable.
>>
>> Jeff Sanders
>>
>>
>>
>
>


[Non-text portions of this message have been removed]
Hi Jeff,

>
> Does anyone have a way to send email when the Sales Order Acknowledgment is printed other than this method which is not ideal:
>
> 1. Build a pre-processing on SalesOrder Update method to check for a True value in a UD field (checkbox). If so, enable a postprocessing BPM.
> 2. Build a post processing BPM on SalesOrder Update method to send email.
> 3. Build a customization on the clicked event of "Print Sales Order Acknowledgment" menu selection, to ask if the user wants to send email. If so, check the checkbox and upate the sales order to force the BPM to run. Then uncheck the checkbox and update.
>

A lot of people venture down this path only to discover there's got to
be a better way. The trouble is that the order may not be complete or
completely correct every time it's printed and you end up sending a
bunch of emails that are wrong (or conflicting) to your customers
making you look unprofessional or incompetent.

How many orders are you sending out? How often? Do you have a sales
order review process to determine when an order is ready to
print/send? How do you handle order changes?

Thinking about your business process will lead you to a technical solution.

Mark W.