Events Handling Edward Kwang President

Design Background Customer Service –customers would like to be notified when and out of stock inventory item is received. Purchasing –Buyers want to know when inventory availability <= 0 We generalized the specific requirements by our customers and come up with a generic solution.

Applications Stock Watch Notify buyers when Availability <=0 Remind salesman for accessories sales Finding out exception processes: –Delete a customer –Delete or cancel an order –Access company file maintenance Finding out sales and orders taken today (Management Events) Many more (use your imagination)

What Are Elliott Events? There are hundreds of events in Elliott. For examples: –Receiving an item –Adding, changing, deleting, canceling an order –Perform a cash receipt –Print an AP check –Access an menu choice or print a report Privilege users may choose to be notified when a certain event is taking place.

Terminology & Analogy Events –Magazines Trigger –Issue or Publish Subscription –Subscribe to a magazine Action –An issue is published and the subscriber received the magazine

Detail Event General Event

General vs. Detail Events General Events –Any menu item access (when Help ID changed) –Any printing (task name) –No programming changes to support Detail Events –Events for a particular file and record –Programming changes required –More to come (want to hear your ideas)

General Event Applications Advise staff who bring up company file maintenance. accounting manager when somebody access A/R Open File Load Advise MIS when purging of Elliott data take place Track any access to either a menu item (help id), or a printing function

Advise on Company Access F5 = Insert Event Request Company File Maintenance Program/Help Id –CMPMNT –Watch Help ID at the lower right corner Action Type – Message Box Disposition – Recurring Message Box –Icon –Subject –Detail

for Open Item Access Watch the help-id on the lower right corner Action Type – Disposition Type – Recurring –To –Subject –Content

Advise MIS for Purging Data Find out Task Name from Print Option Window Action Type – Disposition – Recurring –Determine who and when

Detail Event Applications A salesperson like to know when an order is placed for him/her. Accounting manager like to know when an order is deleted. Sales manager like to remind salesperson to sell accessories Remind Buyer when Qty Avail. <= 0 A free gift for the 1 st 100 customers Notify customer for receiving out of stock item

Notify Salesperson for Orders Action type – Disposition Type – Recurring –To –Subject –Body Mail Merge – Available Fields

Notify When Order Is Deleted Action type – Disposition Type – Recurring Subscribe to All

Remind to Sell Accessories Action Type – Message Box Disposition – Recurring Message Box –Icon –Subject –Detail

Buyer Reminder Action Type – Filters –Qty Avail <= 0 –Location = “LA” Subscribe to All Disposition – Recurring Restriction – Do not remind me in 7 days

Free Gift for The 1 st 100 Cust. Action Type – Subscribe to all Disposition – one time request Restriction – stop after 100 times

Receiving Notification Action Type – Disposition Type – One time Expiration

Template The time to setup a recurring event is OK Setup a one time event is time consuming – investment of time & return on efficiency Help you save time by re-using template Template variables

Alert and Expiration Message Events subscription stop after expiration Events subscription can be purged thru batch utility You may optionally to notify subscriber that their subscription is about to expire You may send another notification when the subscription is expired

Stock Watch Create a receiving notification is too complicated. –Even if you can use template to speed it up Need something easier for the salesman Stock Watch is an application to create a special event automatically. Web Stock Watch –Utilize ActiveX or Web Services to update Elliott Event database –To be included as a standard feature in eStore.Net

Management Events A special type of detail events Subscribe from: –Company File Maintenance –Global Setup Currently support – COP posting –A/R Aging Balance –Inventory Value –Cash Account Balance

Other Action Types Tickler – use it if you don’t have COBOL Program –COBOL Program –Passing Parameters –Hold Inventory on Receiving –Require Developer’s Efforts User Defined

Security Issues You may want to limit users who can subscribe Payroll events Allow total control on who can subscribe to what events. –Default at user level –Default at event level –Specific control at user/event level

Detail Events Will Grow Detail Events require programming changes at application level –not difficult –Most of the work is done at system level It is anticipated the list of detail events will grow. We like to hear your ideas for what events you would like to add. –Send your to

Pros and Cons Pros –Powerful –Flexible –Useful Cons –Difficult to grasp the idea –Need your imagination

Questions & Answers