Hi Karen,
Thank yuo somuch for the response. This is actually Wes Hensley. I took Charlie's place a couple of months ago. Actually that's almost exactly what I'm trying to get the workflow to do. I seem to be having trouble getting it to work out correctly. How would I go about getting a poster to send this email if the part/price is invalid? I've tried several different things with pretty much no luck at all. Ideally I would like for it to send an email, alerting her there is a new Sales Order entry and if there is a problem with include that sales order number in the email...and if the sales order is fin I would like for it to say there is a new sales order ready for confirmaton. I'm at a bit of a loss as to how to get it to work out correctly.
Thank yuo somuch for the response. This is actually Wes Hensley. I took Charlie's place a couple of months ago. Actually that's almost exactly what I'm trying to get the workflow to do. I seem to be having trouble getting it to work out correctly. How would I go about getting a poster to send this email if the part/price is invalid? I've tried several different things with pretty much no luck at all. Ideally I would like for it to send an email, alerting her there is a new Sales Order entry and if there is a problem with include that sales order number in the email...and if the sales order is fin I would like for it to say there is a new sales order ready for confirmaton. I'm at a bit of a loss as to how to get it to work out correctly.
--- In vantage@yahoogroups.com, "Karen Schoenung" <kschoenung@...> wrote:
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> Charlie,
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> Can you have your workflow send an email or a post to a file for invalid parts? You could include the sales order number in either…Maybe use a checkbox on the sales order to indicate invalid parts and give a popup message? She could read the email or find the file and resolve the parts/pricing issues and then uncheck the invalid parts checkbox?
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> Just some ideas…
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> Karen
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> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Charlie Wilson
> Sent: Tuesday, July 20, 2010 9:54 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Service Connect Sales Order
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> Hi Everyone,
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> I am working on a Service Connect right now that’s proving very difficult and Here’s the situation:
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> We have a Customer that is submitting Sales Orders via email, in an attached text document. The Service connect, in its first version, works perfectly fine. It basically strips the info (part number, part price, etc…)and plugs it into a Sales Order. At that point a user has to hit confirm. If there is an invalid part number it skips over that one so the user has to look at the attached xml file to see if all the line items were entered properly and if not she has to manually enter them.
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> Here’s what I’ve been tasked to do:
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> Somehow flag a part number that is invalid instead of skipping it. For instance, when she hits confirm, pop up a message that says “Sales Order: xxxx is has an invalid part number†and/or send an email off to her telling her the same thing. It should not let her confirm invalid parts or price but stop her there.
> If the part number is valid, I need to check the price and do basically the same thing.
> If all is good I just need the order to go through.
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> I have tried using BPM’s, customizations and Service Connect to accomplish this and think I have gotten awfully close to getting it right but have had no luck at all. I am basically out of ideas at this point and we are trying to go live ASAP so any help or insight anyone could offer would be very much appreciated.
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