Working Smarter Not Harder with BPMs

Yahoo Archive
1
Thanks Emily



Mark Taylor
Senior Document Controller

Hansatech EMS provides value manufacturing through engineering and
quality

________________________________


Hansatech EMS Limited
Benson Road
Nuffield Industrial Estate
Poole
Dorset BH17 0RY
United Kingdom

Tel:
Fax:
DDI:

+44 (0)1202 338200
+44 (0)1202 338202
+44 (0)1202 338228

Mark.Taylor@...
www.HansatechEMS.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Emily
Sent: 11 August 2010 18:51
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Working Smarter Not Harder with BPMs





Hey Mark. I had to go back and look at this becuase I do this work for
my family business in my spare time. :-) And yes, I did get a task one
to work. This is through a BAM. I did get help with this and it used a
.p file executed through the "Alert Program" line in the BAM.

{ud/GlbAlert.i &TableName = "Task"}

ASSIGN SendEmail = FALSE.

DEFINE VARIABLE lcEmailText AS CHARACTER.
DEFINE VARIABLE lcContactName AS CHARACTER.
DEFINE VARIABLE lcContactPhone AS CHARACTER.

lcContactName = ''.
lcContactPhone = ''.

FOR FIRST SalesRep WHERE SalesRep.SalesRepCode = Task.SalesRepCode AND
SalesRep.Company = Task.Company AND Task.SendAlertComplete = TRUE :
FOR FIRST Customer WHERE Customer.Company = Task.Company AND
Customer.CustNum = Task.TaskCustNum :

FOR FIRST CustCnt WHERE CustCnt.Company = Task.Company AND
CustCnt.CustNum = Task.TaskCustNum AND CustCnt.ConNum = Task.TaskConNum
.
lcContactName = CustCnt.Name.
lcContactPhone = CustCnt.Phone.
END.

lcEmailText = " A new task was created for " + SalesRep.SalesRepCode + "
related to " + Task.RelatedToFile + Task.Key1 +
" The task is to " + Task.TaskDescription + " The Company is " +
Customer.Name +
" and the contact is " + lcContactName + " at " + lcContactPhone +
" Please see your Task List for further information and to complete this
task" .

assign Email-Text = lcEmailText.
assign EMAIL-TO = SalesRep.EmailAddress.
assign SendEmail = true.

END.
END.

I also created the alerts for the order change. We added a checkbox in
the order entry screen so that changes can be made to the order before
it is released to the shop.

assign SendEmail = false.

FOR FIRST OrderHed WHERE OrderHed.OrderNum = OrderDtl.OrderNum AND
OrderHed.Company = OrderDtl.Company AND OrderHed.Checkbox01 = TRUE:
assign Email-Text = "Required Date was changed on order " +
STRING(OrderHed.OrderNum) + " line number " + STRING(OrderDtl.OrderLine)
+ " to " + STRING(OrderDtl.RequestDate).
assign SendEmail = true.
END

Hope that helps!

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Mark" <mark.taylor@...> wrote:
>
> Emily,
>
> Did you get anywhere with your Tasks BOM?
> If so would you be willing to share?
>
> Mark
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"emverbeke" <emverbeke@> wrote:
> >
> > Hi Group. I'm just going to throw this out there. I'm a work smarter
not harder type of person and I know we all have many more demands on
our time becuase of the economy etc. I'd like to invite people to export
and upload BPMs that are working for them that they are willing to share
rather than all of us writing the same or similar BPMs. Plus Web2.0 is
all about collaboration, right? If I get good enough at writing them I'd
be more than willing to share BPMS that I write but I'm not there yet.
There are the BPMs I'm working on that if anyone has existing ones or
things to look out for in my own creation of them that would be awesome.

> >
> > 1. Change Order BPM (specifically, ship date change, need by date
change, quantity change, part # change and order closed) - We currently
do this by a triplic paper form (which is ridiculous) so we want to send
an email to a certain person when any one of these actions change. I
believe I"m going to go with an individual BPM for each one of those
actions to make it simple or more simple.
> > 2. Email when a new task is created and marked alert on creation for
the person that task is assigned to not the default salesperson (the
current notifications don't work because it only alerts the salesperson
on that order).
> > 3. Notification pop-up to create task for management review of
opportunities great than x amount of dollars.
> >
> > I know these are vague so if you have someting similiar you're
willing to share, GREAT and I can tweek to call out the specifics for my
uses.
> >
> > Thank you for all your help!
> >
> > Emily
> >
>




______________________________________________________________________
This email has been scanned by the MessageLabs Email



[Non-text portions of this message have been removed]
2
Hi Group. I'm just going to throw this out there. I'm a work smarter not harder type of person and I know we all have many more demands on our time becuase of the economy etc. I'd like to invite people to export and upload BPMs that are working for them that they are willing to share rather than all of us writing the same or similar BPMs. Plus Web2.0 is all about collaboration, right? If I get good enough at writing them I'd be more than willing to share BPMS that I write but I'm not there yet. There are the BPMs I'm working on that if anyone has existing ones or things to look out for in my own creation of them that would be awesome.

1. Change Order BPM (specifically, ship date change, need by date change, quantity change, part # change and order closed) - We currently do this by a triplic paper form (which is ridiculous) so we want to send an email to a certain person when any one of these actions change. I believe I"m going to go with an individual BPM for each one of those actions to make it simple or more simple.
2. Email when a new task is created and marked alert on creation for the person that task is assigned to not the default salesperson (the current notifications don't work because it only alerts the salesperson on that order).
3. Notification pop-up to create task for management review of opportunities great than x amount of dollars.

I know these are vague so if you have someting similiar you're willing to share, GREAT and I can tweek to call out the specifics for my uses.

Thank you for all your help!

Emily
3
Emily,

Did you get anywhere with your Tasks BOM?
If so would you be willing to share?

Mark

--- In vantage@yahoogroups.com, "emverbeke" <emverbeke@...> wrote:
>
> Hi Group. I'm just going to throw this out there. I'm a work smarter not harder type of person and I know we all have many more demands on our time becuase of the economy etc. I'd like to invite people to export and upload BPMs that are working for them that they are willing to share rather than all of us writing the same or similar BPMs. Plus Web2.0 is all about collaboration, right? If I get good enough at writing them I'd be more than willing to share BPMS that I write but I'm not there yet. There are the BPMs I'm working on that if anyone has existing ones or things to look out for in my own creation of them that would be awesome.
>
> 1. Change Order BPM (specifically, ship date change, need by date change, quantity change, part # change and order closed) - We currently do this by a triplic paper form (which is ridiculous) so we want to send an email to a certain person when any one of these actions change. I believe I"m going to go with an individual BPM for each one of those actions to make it simple or more simple.
> 2. Email when a new task is created and marked alert on creation for the person that task is assigned to not the default salesperson (the current notifications don't work because it only alerts the salesperson on that order).
> 3. Notification pop-up to create task for management review of opportunities great than x amount of dollars.
>
> I know these are vague so if you have someting similiar you're willing to share, GREAT and I can tweek to call out the specifics for my uses.
>
> Thank you for all your help!
>
> Emily
>
4
Emily, Mark

For number 1, I created a BAM .p procedure that writes changes to sales orders to a csv file as they occur throught the day. At night, I have Service Connect pick up the file. I run it through one conversion to convert to XML and send it to a Poster that emails the file using the Excel to XML converter.

If you have Service Connect, this may be of interest to you....

Bernie.

--- In vantage@yahoogroups.com, "Mark" <mark.taylor@...> wrote:
>
> Emily,
>
> Did you get anywhere with your Tasks BOM?
> If so would you be willing to share?
>
> Mark
>
> --- In vantage@yahoogroups.com, "emverbeke" <emverbeke@> wrote:
> >
> > Hi Group. I'm just going to throw this out there. I'm a work smarter not harder type of person and I know we all have many more demands on our time becuase of the economy etc. I'd like to invite people to export and upload BPMs that are working for them that they are willing to share rather than all of us writing the same or similar BPMs. Plus Web2.0 is all about collaboration, right? If I get good enough at writing them I'd be more than willing to share BPMS that I write but I'm not there yet. There are the BPMs I'm working on that if anyone has existing ones or things to look out for in my own creation of them that would be awesome.
> >
> > 1. Change Order BPM (specifically, ship date change, need by date change, quantity change, part # change and order closed) - We currently do this by a triplic paper form (which is ridiculous) so we want to send an email to a certain person when any one of these actions change. I believe I"m going to go with an individual BPM for each one of those actions to make it simple or more simple.
> > 2. Email when a new task is created and marked alert on creation for the person that task is assigned to not the default salesperson (the current notifications don't work because it only alerts the salesperson on that order).
> > 3. Notification pop-up to create task for management review of opportunities great than x amount of dollars.
> >
> > I know these are vague so if you have someting similiar you're willing to share, GREAT and I can tweek to call out the specifics for my uses.
> >
> > Thank you for all your help!
> >
> > Emily
> >
>
5
Hello Emily,

I have written several BPM's that send e-mails under certain circumstances, i.e. e-mail specific user when a change to any Sales Order is made; e-mail our CFO when a Purchase Order needs approval, then when it is approved, or rejected, e-mail the person who submitted it the result of their PO.

While these don't match exactly with what you're trying to do, it may give you some guidance. Let me know I'd be more than willing to help you out.

Bob

--- In vantage@yahoogroups.com, "emverbeke" <emverbeke@...> wrote:
>
> Hi Group. I'm just going to throw this out there. I'm a work smarter not harder type of person and I know we all have many more demands on our time becuase of the economy etc. I'd like to invite people to export and upload BPMs that are working for them that they are willing to share rather than all of us writing the same or similar BPMs. Plus Web2.0 is all about collaboration, right? If I get good enough at writing them I'd be more than willing to share BPMS that I write but I'm not there yet. There are the BPMs I'm working on that if anyone has existing ones or things to look out for in my own creation of them that would be awesome.
>
> 1. Change Order BPM (specifically, ship date change, need by date change, quantity change, part # change and order closed) - We currently do this by a triplic paper form (which is ridiculous) so we want to send an email to a certain person when any one of these actions change. I believe I"m going to go with an individual BPM for each one of those actions to make it simple or more simple.
> 2. Email when a new task is created and marked alert on creation for the person that task is assigned to not the default salesperson (the current notifications don't work because it only alerts the salesperson on that order).
> 3. Notification pop-up to create task for management review of opportunities great than x amount of dollars.
>
> I know these are vague so if you have someting similiar you're willing to share, GREAT and I can tweek to call out the specifics for my uses.
>
> Thank you for all your help!
>
> Emily
>
6
Bob,



Any chance you have one for when a Task is assigned an email is sent to
the person it is assigned to?



Mark Taylor
Senior Document Controller

Hansatech EMS provides value manufacturing through engineering and
quality

________________________________


Hansatech EMS Limited
Benson Road
Nuffield Industrial Estate
Poole
Dorset BH17 0RY
United Kingdom

Tel:
Fax:
DDI:

+44 (0)1202 338200
+44 (0)1202 338202
+44 (0)1202 338228

Mark.Taylor@...
www.HansatechEMS.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bobschnable
Sent: 11 August 2010 13:26
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Working Smarter Not Harder with BPMs





Hello Emily,

I have written several BPM's that send e-mails under certain
circumstances, i.e. e-mail specific user when a change to any Sales
Order is made; e-mail our CFO when a Purchase Order needs approval, then
when it is approved, or rejected, e-mail the person who submitted it the
result of their PO.

While these don't match exactly with what you're trying to do, it may
give you some guidance. Let me know I'd be more than willing to help you
out.

Bob

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"emverbeke" <emverbeke@...> wrote:
>
> Hi Group. I'm just going to throw this out there. I'm a work smarter
not harder type of person and I know we all have many more demands on
our time becuase of the economy etc. I'd like to invite people to export
and upload BPMs that are working for them that they are willing to share
rather than all of us writing the same or similar BPMs. Plus Web2.0 is
all about collaboration, right? If I get good enough at writing them I'd
be more than willing to share BPMS that I write but I'm not there yet.
There are the BPMs I'm working on that if anyone has existing ones or
things to look out for in my own creation of them that would be awesome.

>
> 1. Change Order BPM (specifically, ship date change, need by date
change, quantity change, part # change and order closed) - We currently
do this by a triplic paper form (which is ridiculous) so we want to send
an email to a certain person when any one of these actions change. I
believe I"m going to go with an individual BPM for each one of those
actions to make it simple or more simple.
> 2. Email when a new task is created and marked alert on creation for
the person that task is assigned to not the default salesperson (the
current notifications don't work because it only alerts the salesperson
on that order).
> 3. Notification pop-up to create task for management review of
opportunities great than x amount of dollars.
>
> I know these are vague so if you have someting similiar you're willing
to share, GREAT and I can tweek to call out the specifics for my uses.
>
> Thank you for all your help!
>
> Emily
>




______________________________________________________________________
This email has been scanned by the MessageLabs Email



[Non-text portions of this message have been removed]
7
Hey Mark. I had to go back and look at this becuase I do this work for my family business in my spare time. :-) And yes, I did get a task one to work. This is through a BAM. I did get help with this and it used a .p file executed through the "Alert Program" line in the BAM.

{ud/GlbAlert.i &TableName = "Task"}

ASSIGN SendEmail = FALSE.

DEFINE VARIABLE lcEmailText AS CHARACTER.
DEFINE VARIABLE lcContactName AS CHARACTER.
DEFINE VARIABLE lcContactPhone AS CHARACTER.

lcContactName = ''.
lcContactPhone = ''.


FOR FIRST SalesRep WHERE SalesRep.SalesRepCode = Task.SalesRepCode AND SalesRep.Company = Task.Company AND Task.SendAlertComplete = TRUE :
FOR FIRST Customer WHERE Customer.Company = Task.Company AND Customer.CustNum = Task.TaskCustNum :

FOR FIRST CustCnt WHERE CustCnt.Company = Task.Company AND CustCnt.CustNum = Task.TaskCustNum AND CustCnt.ConNum = Task.TaskConNum .
lcContactName = CustCnt.Name.
lcContactPhone = CustCnt.Phone.
END.

lcEmailText = " A new task was created for " + SalesRep.SalesRepCode + " related to " + Task.RelatedToFile + Task.Key1 +
" The task is to " + Task.TaskDescription + " The Company is " + Customer.Name +
" and the contact is " + lcContactName + " at " + lcContactPhone +
" Please see your Task List for further information and to complete this task" .

assign Email-Text = lcEmailText.
assign EMAIL-TO = SalesRep.EmailAddress.
assign SendEmail = true.

END.
END.

I also created the alerts for the order change. We added a checkbox in the order entry screen so that changes can be made to the order before it is released to the shop.

assign SendEmail = false.

FOR FIRST OrderHed WHERE OrderHed.OrderNum = OrderDtl.OrderNum AND OrderHed.Company = OrderDtl.Company AND OrderHed.Checkbox01 = TRUE:
assign Email-Text = "Required Date was changed on order " + STRING(OrderHed.OrderNum) + " line number " + STRING(OrderDtl.OrderLine) + " to " + STRING(OrderDtl.RequestDate).
assign SendEmail = true.
END

Hope that helps!

--- In vantage@yahoogroups.com, "Mark" <mark.taylor@...> wrote:
>
> Emily,
>
> Did you get anywhere with your Tasks BOM?
> If so would you be willing to share?
>
> Mark
>
> --- In vantage@yahoogroups.com, "emverbeke" <emverbeke@> wrote:
> >
> > Hi Group. I'm just going to throw this out there. I'm a work smarter not harder type of person and I know we all have many more demands on our time becuase of the economy etc. I'd like to invite people to export and upload BPMs that are working for them that they are willing to share rather than all of us writing the same or similar BPMs. Plus Web2.0 is all about collaboration, right? If I get good enough at writing them I'd be more than willing to share BPMS that I write but I'm not there yet. There are the BPMs I'm working on that if anyone has existing ones or things to look out for in my own creation of them that would be awesome.
> >
> > 1. Change Order BPM (specifically, ship date change, need by date change, quantity change, part # change and order closed) - We currently do this by a triplic paper form (which is ridiculous) so we want to send an email to a certain person when any one of these actions change. I believe I"m going to go with an individual BPM for each one of those actions to make it simple or more simple.
> > 2. Email when a new task is created and marked alert on creation for the person that task is assigned to not the default salesperson (the current notifications don't work because it only alerts the salesperson on that order).
> > 3. Notification pop-up to create task for management review of opportunities great than x amount of dollars.
> >
> > I know these are vague so if you have someting similiar you're willing to share, GREAT and I can tweek to call out the specifics for my uses.
> >
> > Thank you for all your help!
> >
> > Emily
> >
>
8
I follow the same work ethic. If anyone is generous enough to upload BPM's. That would be greatly appreciated.

Just a Comment

Thank You
Mark Trzaska


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