Alert Framework - Alert your organization to errors, changes, and stalled transactions
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From Reconnect Envision 2021 The Alerts Framework, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes, and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert. With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue.
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Alert Framework - Alert your organization to errors, changes, and stalled transactions
- 1. #PSRECONNECT Steve Canter Director, Global Service Delivery Smart ERP Solutions [email protected] www.smarterp.com A Deep Dive into the PeopleSoft Alert Framework
- 2. Achieve Best-In-Class Performance Our mission is to provide innovative, configurable, flexible, cost-effective solutions and services to common business challenges, enabling our clients to save time, increase productivity, minimize costs, and maximize their return on investment. Solutions Business applications that offer organizations an end-to-end solution providing the right design and implementation from start to finish. Services A 24/7 seasoned and experienced staff of experts to help you implement, upgrade, and manage your business solutions efficiently and effectively at a cost-effective rate. Cloud Cloud applications provide solutions and services built on proven enterprise class architecture that enable high configurability and ease of monitoring.
- 3. #PSRECONNECT Events and Notification Framework The Framework provides 3 features that can be used to monitor business process and create messages when unusual situations occur. • Events • Notifications • Alerts
- 4. #PSRECONNECT Events • Define, implement and run business logic for specified events • Define event and then build event handlers to automatically manage the event with minimal impact to delivered code • Business logic is contained within an Application Package • Requires Programming
- 5. #PSRECONNECT Steps to Set Up and Event • Define the Event in the Event Registry • Write an Event Handler using PeopleCode to execute the desired business logic • Register the Event Handler in the Event Registry
- 6. #PSRECONNECT Notifications • Monitor the system and send notifications when exceptions are found • Notifications can be sent to the Notification Dashboard, email, Worklist, or external system via XML. • Some notifications pre-delivered such as those related to inventory pegging. Others require configuration. • Notifications occur in “real time” • Requires Programming
- 7. #PSRECONNECT Steps to Set Up a Notification • Add a Process Name and Category to the Notification Registry • Create a Context Record to pass information to the framework (record must contain the EOEN_LOG_KEY subrecord) • Write code to implement the Notification using the EOEN_MVC:EOEN_MODEL.EOEN_INTERFACE class
- 8. #PSRECONNECT Alerts • Functionality is similar to Notifications • Instead of system customizations to send alerts in real time, the system relies on PeopleSoft Query. • Benefit is simplicity – if you can write a PeopleSoft query, you can create an alert. • An Application Engine program is run to generate the alerts based on whatever schedule you feel is appropriate
- 9. #PSRECONNECT How Does it Work?
- 10. Deep Dive into Alerts Prerequisites for Defining an Alert
- 11. #PSRECONNECT Example of Condition Requiring Alert
- 12. #PSRECONNECT Important to Understand Key Fields on the Search Page for the Component
- 13. #PSRECONNECT Make Note of Portal Object Name
- 14. #PSRECONNECT Define the Query to be Used
- 15. #PSRECONNECT Add to Notification Registry
- 16. #PSRECONNECT Create an appropriate message
- 17. Alert Definitions Setting up the Alert Step-by-Step
- 18. #PSRECONNECT Add a New Alert Definition
- 19. #PSRECONNECT Alert Definition – Alert Attributes
- 20. #PSRECONNECT Alert Definition – Recipients by User ID • By User List • The Operator ID must be a field in the query • Example – Buyer ID for PO Alerts or Collector ID for Receivables Alerts
- 21. #PSRECONNECT User List Definition • By Role • By SQL Definition (requires development) • By Query • By Application Class (requires development)
- 22. #PSRECONNECT Alert Definition – Recipients by User List • In this example, the recipients will be anyone in the specified list
- 23. #PSRECONNECT Alert Setup – Push Notifications • Category Type – Whether alert will be shown in the Alerts or Actions tab in the Fluid page top banner • URL: • None = The message has no URL Attached • Notification = User is pushed to the Notification Dashboard • Transaction = User is pushed to the specific Transaction URL • Event Name – Generally leave this as the default
- 24. #PSRECONNECT Alert Setup – Email Subject • Can define a Message Catalog entry for the email subject for any alert. There is a generic message provided that is often acceptable. • 17245
- 25. #PSRECONNECT Default Email Subject Message
- 26. #PSRECONNECT Alert Setup – Message Details
- 27. #PSRECONNECT Alert Definition – Transaction URL
- 28. #PSRECONNECT Notification Overrides • If you put a User ID in the Query results, then the Alert can be sent to that individual • Option to send all notifications for a single BU to a specific user or list of users • Option to send all notifications for the entire system to a specific user or list of users
- 30. #PSRECONNECT Alerts Appearing as Notifications
- 31. #PSRECONNECT Clicking the Link Brings User Directly to the Transaction Page
- 32. #PSRECONNECT Example of Alerts in an Email
- 33. Recipient Overrides Defining Recipients Universally or by Business Unit – Regardless of of other settings
- 34. #PSRECONNECT BU Override – Add Override
- 36. #PSRECONNECT Additional Comments on Overrides • Use this screen to disable specific delivery methods • Worklist is either by User ID or by Role. • Email is either by User ID or by Email Address • Since email cannot be overridden by Role, it can be cumbersome to maintain if you have many users to send to – consider the use of email distribution lists defined in your email system.
- 37. #PSRECONNECT System Override – Add Override
- 39. Final Thoughts
- 40. #PSRECONNECT Potential Uses for Alerts • Transactions Past Due Date • Sales Orders Not Shipped • Purchase Orders Not Received • PIDs Not Completed • Inventory Stage Errors • Inventory Confirmation Errors • Billing Interface Errors • Inbound EDI Errors • PO Stage Errors • Any area where you have Exception Reports Today
- 41. #PSRECONNECT Additional Considerations • Put some thought into Process Name/Category • Allows you to control the Notification Overrides • Allows you to group the batch processing • Considerations for notification method • Email Alerts are proactive, but want to avoid “spamming” users with many unneeded Alerts • If relying on Worklist, then users need to be conditioned to look there regularly • Use XML Notifications to feed external systems
- 42. #PSRECONNECT Technical Topic – Editing the Email Template • If you don’t like the default email format, it can be altered via customization. • Code is found at the following location: EOEN_MVC.EOEN_MODEL.EoenNotificationByEmail.OnExecute • Email template is controlled by the HTML object EOEN_EMAIL_TEXT • By modifying this code and/or the HTML object, the contents and/or style of the email can be changed.
- 43. Session ID 102160 Steven Canter Director, Global Service Delivery [email protected]
- 44. #PSRECONNECT A 55,000+ member user community for Oracle Cloud, JD Edwards and PeopleSoft customers. What the Quest PeopleSoft Community offers: Customized digital content Official PeopleSoft newsletter Customer success stories Virtual and face-to-face events PeopleSoft networking groups Visit www.QuestDirect.org for more information! Who is the Quest Community?
- 45. QuestDirect.org Steve Canter: [email protected] Any Questions?