Trigger automatic email for order acknowledgement when closing order entry

Epicor ERP 10
1

Hi guys,

We’d like to see if we can trigger an advanced print routing email for the order acknowledgement when a salesperson moves off the current order (that’s not on hold) - i.e. salesperson closes order entry, or creates a new order.

I did a trace when closing order entry, but the last business object called was Master Update, which is called frequently while building the order.

We have Ready to Process and Ready to Fulfill automatically checked, and do not want to change that.

Is this possible? If not, we’ll ask our salespeople to manually send out the acknowledgements (either create a button or program a hot key on Order Entry).

Thanks!

2

a Data Directive (Change Log) can do this for you via Auto Print pretty easily.

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4

Jose, which change logged field would trigger when closing the order entry screen or moving to a new order?

5

Oh the screen? I’m sorry I thought you mean closing the order.
Nothing would trigger on closing the screen. (on the server side)

6

Trying to do this would be pretty difficult, my solution was a UD checkbox called “Entry Complete” because we also auto check Ready to Process and Fulfill.

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Is there any way to intercept clicking the Close X on the top right of the Order Entry window? Or clicking New Order?

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8

Yes you can fire the On-Closing Event however… I doubt you want an email every time they close the screen

9

Besides, closing the window probably wouldn’t consistently always happen with each order.
I would think the users realize they can stay in the screen and enter another order or recall another order to work with. Plus, I have rarely found that closing a screen was a reliable business trigger since there are many reasons someone may close the screen.
Something you might want to check is what Method is called in the following scenariors:

  1. Selecting Clear from toolbar
  2. Closing the screen
  3. Recalling another Order

I thought part of MasterUpdate was checking for any data changes.
You might want to revisit the Business Process with the users and better understand what BUSINESS function would prompt them to normally email the Sales Order… in other words, what qualifies an order to be emailed? Then during Master Update you can check for all those qualifications (like Ready to Process, Ready to Fulfill). Then if it qualifies, you might then consider prompting the user to confirm auto email with a BPM Form and then record their result in a UD field.
That field could then drive the AutoPrint like @josecgomez suggested.
Another option might be to Mass Email on a schedule with DMT PowerShell that would use a BAQ to select all Orders that qualify for the email and had not been previously emailed (per print status UD field).
Just a few thoughts.

10

There is an “auto print Ready” checkbox on the Order Header. We use that for printing and emailing Order Acknowledgements.

Vinay Kamboj

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11

Vinay - Thanks! I never noticed that.

Rick, Jose, and Joshua - Thanks for the ideas.

12

Hi Jose,
I am trying to do something similar in our system. It is working fine when I create an order and based on the condition I set the system is sending out the email.

But we are having an issue when the SO is created using RESTAPI, the BPM is not triggering.

Any thoughts on this would be helpful.

Thanks in advance.

13

I have seen customers use a special “Order Firm” UD checkbox that did a couple of things.

  1. it locked all fields on the order. You cannot change the order without taking it out of the firm status
  2. you cannot ship an order if it is not firm
  3. When you leave the order screen, if the order is not firm, they did a popup asking if they wanted to firm the order.
14

Here are the two BPMs we use - should work for API…

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