Send shipping information to specific customers via email

Kinetic ERP
1

Hi everyone,

My Epicor is set up so that when a shipment is processed, the shipping information is automatically sent to the shipping manager. I didn’t set it up, it was set that way in the BPM. And, I recently received a request from a customer to send shipping information via email.
I would like to set this shipping information email to be sent only to that customer, not to all customers. Of course, only for that customer’s order.
Could you please tell me how to set it up? I don’t know much about BPM, but can change the Read-only mode in the screenshot. And, Additionally, the email in the screenshot below is no longer needed by our shipping manager, so I would like to change this setting to an email for a specific customer as mentioned above.
Thanks in advance!

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2

I would assume you could simply add a Condition into the flow that checks for the target Customer’s CustNum… and if it is your target customer, then send the email.

ShipHead has CustNum, BTCustNum, and ShipToCustNum depending on which you need. (Just don’t confuse "Num"s with "ID"s).

3

I also thought that it might be possible to add a condition to the flow.
But, I am not good at handling this BPM. So, I asked what query should be entered into that flow.
Sorry to bother you, but could you help me?

4

If you want to modify the existing DataDirective, you’ll need to share more details on what’s in there. I’m assuming it starts with a condition (hidden in your image above), but not sure exactly how it’s set. Then there is a Custom Code widget and I have no idea what’s going on in there. There may be other things hidden behind the email template in your image we can’t see.

You can add a condition with a static CustNum, for example:
the ttShipHead.CustNum field of the changed row is equal to the 123456 expression.

Where 123456 is the CustNum of the target customer.

But then this directive will only work for one customer.

You could also potentially set up a Customer Group that would allow you to add multiple customer into the group who desire/require shipment alerts via email. Then modify the directive to check if the customer is in that group, and if so, send the email.

I don’t want to send you down the wrong path without seeing all the details in the existing directive.

5

I am creating a new directive about this. I have progressed up to here. Are there any other screens I should share so you can give me your advice?
And I misunderstood the needs of our sales team. They wanted to email all customers, not just specific customers. And they want to send mail to Ship-to customers.

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6

If you want it to go to only certain customers, that logic goes in a condition widget. The Send Email widget is the formatting, text, and fields for the email.

8

I misunderstood the needs of our sales team. They want to send emails to all customers and ship-to. How do I set it up to meet their needs?

9

If you want to send EXACTLY the same information your shipping manager receives, in the “To” field of the E-mail Template, click the Insert button and choose the field that contains the customer email address field you want to use.

However, I have no idea what is in your “Execute Custom Code” widget, so that might change how this is handled.

And you need to insert field names for each of the other fields in your template body.(cust ID, name, etc.).

10

My “Execute Custom Code” widget is set up like this:

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Erp.Tables.ShipDtl ShipDtl;

callContextBpmData.Character12 = string.Empty;
callContextBpmData.Character06 = string.Empty;
callContextBpmData.Character04 = string.Empty;
callContextBpmData.Character05 = string.Empty;
callContextBpmData.Character11 = string.Empty;
callContextBpmData.Character13 = string.Empty;
callContextBpmData.Character14 = string.Empty;
callContextBpmData.Character10 = string.Empty;
callContextBpmData.Character07 = string.Empty;
callContextBpmData.Character08 = string.Empty;
callContextBpmData.Character09 = string.Empty;
callContextBpmData.Character01 = string.Empty;
callContextBpmData.Character02 = string.Empty;

foreach (var ttShipHead_xRow in (from ttShipHead_Row in ttShipHead where string.Compare(ttShipHead_Row.RowMod, “U”, true) == 0 select ttShipHead_Row))
{
//this.PublishInfoMessage(ttShipHead.Count.ToString(), Ice.Common.BusinessObjectMessageType.Information, Ice.Bpm.InfoMessageDisplayMode.Individual, “”, “”);

    if(ttShipHead_xRow != null)
    {
        var Customer_xRow = (from Customer_Row in Db.Customer
                              where ttShipHead_xRow.Company == Customer_Row.Company
                              && ttShipHead_xRow.CustNum == Customer_Row.CustNum
                              select Customer_Row).FirstOrDefault();
                              

        callContextBpmData.Character12 = ttShipHead_xRow.PackNum.ToString();
        callContextBpmData.Character06 = ttShipHead_xRow.TrackingNumber;
        callContextBpmData.Character04 = Customer_xRow.CustID;
        callContextBpmData.Character05 = Customer_xRow.Name;
        callContextBpmData.Date01 = ttShipHead_xRow.ShipDate;
        callContextBpmData.Character11 = ttShipHead_xRow.ShipToNum;
        
        var ShipTo_xRow = (from ShipTo_Row in Db.ShipTo
                            where ttShipHead_xRow.Company == ShipTo_Row.Company 
                            && ttShipHead_xRow.CustNum == ShipTo_Row.CustNum
                            && ttShipHead_xRow.ShipToNum == ShipTo_Row.ShipToNum
                            select ShipTo_Row).FirstOrDefault();
        
          /*if(ShipTo_xRow != null)
          {
            callContextBpmData.Character13 = ShipTo_xRow.ShipToNum;
            callContextBpmData.Character14 = ShipTo_xRow.Name;
          }*/
        
        foreach (var ShipDtl_xRow in (from ShipDtl_Row in Db.ShipDtl 
                              where ShipDtl_Row.Company == ttShipHead_xRow.Company
                              && ShipDtl_Row.PackNum == ttShipHead_xRow.PackNum 
                              select ShipDtl_Row).ToList())
                              
                              
         {                     
         //this.PublishInfoMessage("Fire", Ice.Common.BusinessObjectMessageType.Information, Ice.Bpm.InfoMessageDisplayMode.Individual, "", "");
         
            if(ShipDtl_xRow != null)
            {
              var OrderRel_xRow = (from OrderRel_Row in Db.OrderRel
                                    where ShipDtl_xRow.Company == OrderRel_Row.Company
                                    && ShipDtl_xRow.OrderNum == OrderRel_Row.OrderNum
                                    && ShipDtl_xRow.OrderLine == OrderRel_Row.OrderLine
                                    && ShipDtl_xRow.OrderRelNum == OrderRel_Row.OrderRelNum
                                    select OrderRel_Row).FirstOrDefault();
                                    
              if(OrderRel_xRow.UseOTS == true)
              {
                callContextBpmData.Character14 = OrderRel_xRow.OTSName;
              }
              else
              {
                if(ShipTo_xRow != null)
                {
                  callContextBpmData.Character13 = ShipTo_xRow.ShipToNum;
                  callContextBpmData.Character14 = ShipTo_xRow.Name;
                }
              }
            
              if(callContextBpmData.Character10 == "")
              {
                callContextBpmData.Character10 = ShipDtl_xRow.OrderNum.ToString();
              }
              /*else
              {
                callContextBpmData.Character10 = callContextBpmData.Character10 + ", " + ShipDtl_xRow.OrderNum.ToString();
              }*/
              
              
              if(callContextBpmData.Character07 == "")
              {
                callContextBpmData.Character07 = ShipDtl_xRow.OrderLine.ToString();
              }
              else
              {
                callContextBpmData.Character07 = callContextBpmData.Character07 + ", " + ShipDtl_xRow.OrderLine.ToString();
              }
              
              
              if(callContextBpmData.Character08 == "")
              {
                callContextBpmData.Character08 = ShipDtl_xRow.OrderRelNum.ToString();
              }
              else
              {
                callContextBpmData.Character08 = callContextBpmData.Character08 + ", " + ShipDtl_xRow.OrderRelNum.ToString();
              }
              
              
              if(callContextBpmData.Character09 == "")
              {
                callContextBpmData.Character09 = ShipDtl_xRow.OurInventoryShipQty.ToString();
              }
              else
              {
                callContextBpmData.Character09 = callContextBpmData.Character09 + ", " + ShipDtl_xRow.OurInventoryShipQty.ToString();
              }
              
              
              if(callContextBpmData.Character01 == "")
              {
                callContextBpmData.Character01 = ShipDtl_xRow.PartNum;
              }
              else
              {
                callContextBpmData.Character01 = callContextBpmData.Character01 + ", " + ShipDtl_xRow.PartNum;
              }
              
              
              if(callContextBpmData.Character02 == "")
              {
                callContextBpmData.Character02 = ShipDtl_xRow.LineDesc;
              }
              else
              {
                callContextBpmData.Character02 = callContextBpmData.Character02 + ", " + ShipDtl_xRow.LineDesc;
              }
              
              //this.PublishInfoMessage(callContextBpmData.Character07, Ice.Common.BusinessObjectMessageType.Information, Ice.Bpm.InfoMessageDisplayMode.Individual, "", "");

            } 
         }  
         
    }

}

11

I’ve implemented all the other things I wanted to implement except one.
I want to send this email only to the customer, Ship-to, and salesperson for that order. (To - Customer / CC - Ship-to / BCC - salesperson)
So how do I set these To/CC/BCC fields?
The email should only go to the customer and the people involved in that order. I would like to test it by setting it up as I think, but I am afraid that when I test it, emails will be sent to customers who are not related to the order. So, with your cooperation, I would like to set it up and test it.

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