Events Handling

1. Events Handling Edward Kwang President

2. 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.

3. 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)

4. 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.

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

8. Detail Event General Event

9. 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)

10. General Event Applications • Advise staff who bring up company file maintenance. • Email 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

11. 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

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

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

14. 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 1st 100 customers • Notify customer for receiving out of stock item

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

16. Notify When Order Is Deleted • Action type – Email • Disposition Type – Recurring • Subscribe to All

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

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

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

20. Receiving Notification • Action Type – Email • Disposition Type – One time • Expiration

21. 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

22. 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

23. 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

27. 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

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

31. 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

32. 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 email to emk@netcellent.com

33. Pros and Cons • Pros • Powerful • Flexible • Useful • Cons • Difficult to grasp the idea • Need your imagination

34. Questions & Answers