SA Event Manager Activate Entry - Action field descriptions

Fields are presented in alphabetical order within each of these sections:

Range Filters

Additional Filters

General Information

Range Filters

Customer Range

Indicate if this event should occur for a specific customer, a range of customers, a list of customers, or all customers. This field is only accessible if the Customer option is selected in SA Event Manager Event Setup. Use this field when you want to receive information on events that occur only for the customers you specify. For example, you may have a customer who has numerous orders placed on credit hold. You want to monitor the number of orders this customer is placing, so you choose to be notified each time this customer places an order that is put on credit hold.

Select All to allow this event to occur for all customers.

If you select Range, the From Customer and To Customer fields are active, and you can specify a range of customers that this event applies to. To specify one customer, specify the same customer number in both fields.

If you select List, and then click New, you can enter a list of customers, and shiptos, that this event applies to. This option is useful if the customers or shiptos you want to include are not in a logical range order, such as numerical order.

Product Category Range

Indicate if this event should occur for a specific product category, a range of product categories, a list of product categories, or all product categories. This field is only accessible if the Product/Product Category option was selected in SA Event Manager Event Setup. Use this field when you want to receive information on events that occur only for the product categories you specify. For example, you may want to notify product managers when a minimum margin has not been met on their product groups, which are based on product categories.

Select All to allow this event to occur for all product categories.

If you select Range, the From Product Category and To Product Category fields are active, and you can specify a range of product categories that this event applies to. To specify one product category, specify the same product category in both fields.

If you select List and then click New, you can specify a list of product categories that this event applies to. This option is useful if the product categories you want to include are not in a logical range order, such as alphabetical order.

Product Range

Indicate if this event should occur for a specific product, a range of products, a list of products, or all products. This field is only accessible if the Product/Product Category option was selected in SA Event Manager Event Setup. Use this field when you want to receive information on events that occur only for the products you specify.

Select All to allow this event to occur for all products.

If you select Range, the From Product and To Product fields are active, and you can specify a range of products that this event applies to. To specify one product, specify the same product number in both fields.

If you select List and then click New, you can specify a list of products that this event applies to. This option is useful if the products you want to include are not in a logical range order, such as numerical or alphabetical order.

Region Range

Indicate if this event should occur for a specific region, a range of regions, a list of regions, or all regions. This field is only accessible if the Region option was selected in SA Event Manager Event Setup. Use this option when you want to receive information on events that occur only for the regions you specify.

Select All to allow this event to occur for all regions.

If you select Range, the From Region and To Region fields are active, and you can specify a range of regions that this event applies to. To specify one region, specify the same region number in both fields.

If you select List and then click New, you can specify a list of regions that this event applies to. This option is useful if the regions you want to include are not in a logical range order, such as alphabetical order.

Vendor # Range

Indicate if this event should occur for a specific vendor, a range of vendors, a list of vendors, or all vendors. This field is only accessible if the Vendor option was selected in SA Event Manager Event Setup. Use this field when you want to receive information on events that occur only for the vendors you specify.

Select All to allow this event to occur for all vendors.

If you select Range, the From Vendor and To Vendor fields are active, and you can specify a range of vendors that this event applies to. To specify one vendor, specify the same vendor number in both fields.

If you select List and then click New, you can enter a list of vendors that this event applies to. This option is useful if the vendors you want to include are not in a logical range order, such as numerical order.

Warehouse Range

Indicate if this event should occur for a specific warehouse, a range of warehouses, a list of warehouses, or all warehouses. This field is only accessible if the Warehouse option was selected in SA Event Manager Event Setup. Use this field when you want to receive information on events that occur only in the warehouses you specify. The warehouse defaults from the transaction that is related to the event or from the operator’s SA Operator Setup record.

For example, you may be receiving vendor substituted products on a regular basis in the east warehouse. To investigate the substituted products issue and determine if you must change your ordering practices, you can notify the buyer every time the east warehouse receives a vendor substituted product.

Select All to allow this event to occur for all warehouses.

If you select Range, the From Warehouse and To Warehouse fields are active and you can specify a range of warehouses that this event applies to. To specify one warehouse, specify the same warehouse name in both fields.

If you select List and then click New, you can specify a list of warehouses that this event applies to. This option is useful if the warehouses you want to include are not in a logical range order, for example, they are not in alphabetical order and the Range fields would not be appropriate.

Additional Filters

Amount Related Fields

The Selection field displays a list of numeric fields, such as amount, quantities, and percents, that you can select. If you select a value in this field, you are providing additional circumstances that must be present for this event to occur.

To use this additional event criteria, specify a Qualifier option. You can compare the processed amount to the amount you specify in the Value field based on a greater than/equal to or less than/equal to basis.

For example, to receive notification of this event only if the outbound freight amount on the order is greater than or equal to $50, specify this information:

  • Select Outbound Freight in the Selection field.
  • Select >=.
  • Specify 50 in the Value field.
Character Related Fields

The Selection field displays a list of character-based fields that you can select. If you select a value in this field, you are providing additional circumstances that must be present for this event to occur.

To use this additional event criteria, specify a Qualifier option. You can compare the field value on the orders to the text you specify in the Value field based on an equal to or begins with basis.

For example, to receive notification of this event only if the terms on the order are 2n30, specify this information:

  • Select Terms in the Selection field.
  • Select =.
  • Specify 2n30 in the Value field.

To receive notification each time an order with terms containing a 2% discount is entered, specify this information:

  • Select Terms in the Selection field.
  • Select =.
  • Specify 2 in the Value field.
Data Related Fields

The Selection field displays a list of date fields that you can select. If you select a value in this field, you are providing additional circumstances that must be present for this event to occur.

To use this additional event criteria, specify a Qualifier option. You can compare the field value on the orders to the system date based on a number of days after or before the system date.

For example, to receive notification of this event only when the created date is 30 days before the current system date, specify this information:

  • Select Created Date in the Selection field.
  • Select Before.
  • Specify 30 in the # Days (+/ ) field.
Price Related Fields

The Selection field displays a list of price fields that you can select. If you select a value in this field, you are providing additional circumstances that must be present for this event to occur.

To use this additional event criteria, specify a Qualifier option. You can compare the processed price to the price that you specify in the Value field based on a greater than/equal to or less than/equal to basis.

For example, to receive notification of this event only if the discount amount on the order is greater than or equal to $250, specify this information:Choose Discount Amount from the Selection drop-down field. Then, select the >= option and specify 250 in the Value field.

  • Select Discount Amount in the Selection field.
  • Select >=.
  • Specify 250 in the Value field.

General Information

Action Type

Select the action that should be taken when this event occurs. Select one of these options:

  • Email Message: Select this option to have the person receiving notification to receive an email. If you choose this option, the email address from Sales Salesrep Setup is used if it is available. Otherwise, the email address from SA Operator Setup is used.
  • ION Alert/Workflow: Select this option to send data collected for the selected event to ION via the SXEvent BOD. When the SXEvent BOD is received by ION, an Alert or Workflow (task) is created based on the modeling/configuration for each Distribution SX.e event.
Email Message

If you select Email Message as the action type, specify the optional email text in this field . Default text for the email message is defined in the system code and generally includes all the information from the header, and possibly the line items, of the order. You can specify traditional text in this field, and keywords that automatically pull information from the order.

For example, to display The following order has been placed on hold – 1000450 in the body of the email message, specify this text in the email body area: 

The following order has been placed on hold - <ordeno>.

This list includes the valid keywords that take information from the system and place it in the body of the email:

  • Orderno
  • Lineno
  • Prod
  • Proddesc
  • Qtyord
  • Qtyship
  • Unit
  • Whse
  • Custno
  • Vendno
Note: You must place angle brackets, < and >, around the keyword for the system to recognize it as a keyword and place the appropriate information in the email message. If you do not place angle brackets around the keyword, the keyword text is included in the body of the email message.
Email Subject

If you select Email Message as the action type, specify the text for subject of the email message.

Expire Date

Short-term or one-time event records can be removed from the system automatically if you include an expiration date on it. The system examines this field for each selected record, based on the range, list, and filter settings on the action definition. If the date in the field is less than the current date, the action definition is considered expired and is removed from the system.

Who should receive the action?

Select the operator, or group of operators, who should receive notification when the event occurs. The choices available in this field depend on the event and the ranges and options that you specify, if any. Some selections initiate the display of an additional selection field. These values may be available, depending on the event:

  • A Specific Operator: Enables you to specify the initials of the specific operator whom you want to receive notification.
  • Originating Oper: Notifies the operator who originated the transaction that caused the event. For example, if operator abc begins processing a report, operator abc receives a notification when the report has finished printing.
  • Oper Based On Position: Enables you to specify the title of the position of the operator you want notified of this event. You assign a position to an operator in SA Operator Setup.
  • A Group Of Operators: Enables you to notify a group of people when the event occurs. Groups are set up in SA Event Manager Groups.
  • The Inside Sales Rep: Notifies the inside sales representative assigned to the customer or order.
  • The Outside Sales Rep: Notifies the outside sales representative assigned to the customer or order.
  • The Sales Manager: Notifies the sales manager when the event occurs.
  • The Taken By: Notifies the person whose initials were entered on the taken by window when the order was entered.
  • The Credit Manager: Notifies the credit manager when the event occurs.
  • The OE/PO CAM Contact: Notifies the contact listed on the Purchase Order Entry or Sales Order Entry header that the event has occurred. If you select this person for notification, you must select Email Message as the action type.
  • A Specific Contact: Enables you to specify a specific contact ID to send event notification to.

    When you perform a lookup on the Contact field you can specify the subject key when a single Subject Type is selected. Subject types may be customer, vendor, ship to, etc. The Subject Type is a required field if you select A Specific Contact as the receiver for the event notification.

  • The Buyer: Notifies the buyer for the central warehouse that the event has occurred. Buyers are assigned to central warehouses in SA Table Code Value Setup.
  • The Branch Operations Manager: Notifies the branch operations manager defined for the warehouse in Product Warehouse Description Setup that the event has occurred.
  • The Operations Manager: Notifies the operations manager defined for the warehouse in Product Warehouse Description Setup that the event has occurred.
  • The Regional Manager: Notifies the regional manager defined for the warehouse in Product Warehouse Description Setup that the event has occurred.
  • A Specific Email Addr: Enables you to specify an email address that can be sent to an Outlook folder, rather than a specific person.