Automatic Notification of Eclipse Events
John Heinzel – Revere Electric Supply
What are Activity Triggers?
When are they Triggered?
What Can they Do?
Invoice Triggers
Shipment Triggers
Calling Queue Triggers
Order Entry Triggers
What are Activity Triggers?
A document sent when a
system event occurs:
Event
Communication
Document
*Trigger Descript.
New Web Order
*Type
E-Mail
*Activity Descript.
Order Ack
Starship shipment
Avail in Calling Q
E-Mail
FAX
Ticket & Tracking #
SOE Report
 Activity Trigger Maintenance
 Trigger Description = Event that pulls trigger
 Activity Description = Action+Document
 Bid
 Ack
 Ship Ticket
 Pick Ticket (non-RF) or Ship
Ticket (RF)
 Backorder Ack
 Invoice
 File>Activity Properties
 Activity Description = Action+Document
 Trigger Properties = Criteria
 Dollar Entity Triggers = Switch to view Triggers set on BillTo
 Subroutine Override = Set label printing subroutine
 Control record ‘Activity Trigger Default Inherit’ tells
trigger what to do if Inherit is blank
 Yes – Inherit activity triggers from higher entities.
On event, checks Ship To, then Bill To, then Branch, then
‘Corporate Customer’, unless one of those entities is set
to not inherit triggers – in which case it stops checking
 No (or blank) - If no triggers on the ship-to, checks the
bill-to, then stops.
 Set it to Yes if you want to set activity triggers on the
Branch and/or ‘Corporate Customer’ level
 Control record ‘Corporate Customer’
 Set this to an entity you will use for top level triggers
 Used to set triggers that apply to all customers
 Hierarchy (with Inheritance set to Yes)
Corp
• Applies to ALL entities
• Applies to all BillTo and ShipTos at that Branch
Branch • Overrides duplicate trigger on Corp
• Applies to all Ship To entities under the Bill To
BillTo • Overrides duplicate Corp or Branch trigger
ShipTo
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• Overrides duplicate trigger on higher levels
Note: Duplicate means same trigger, same email address
The system sends only one e-mail per e-mail address, even if the entities
have duplicate triggers, but if email is different, both will be sent.
Activity Trigger
Activity that Pulls the Trigger
New Sales Order Bid
when new Bid is saved on close
Bid to New Order*
when Bid status is changed to an order status
New Sales Order*
when new order is saved on close (was never a bid)
___ Order Entry (EDI, RDC, etc) when an ___ order is received
PO Ack Received on Direct
Invoice Order
Pick Ticket Print
when vendor sends EDI 855
when order status changes to I
when the pick ticket prints for an order
Activity Trigger
Activity that Pulls the Trigger
RF Order Close
when an RF order closes
Ship Ticket Print
when the shipping ticket prints for an order
Shipment Notification *
when StarShip sends shipping information to Eclipse
Manifest Lock
after the manifest is locked
Invoice Print
when invoice is printed - from order or Print Invoices
Batch Invs in Lieu of Prt * when Print Invoices runs
E-mail Stmts in lieu of Prt When Statements print
Activity Trigger
Activity that Pulls the Trigger
E-mail Stmt-Invs lieu of Prt * E-mail Stmt-Invs lieu of Prt
Order in Calling Queue *
when Order in Calling Queue Notification is run
Order In Trouble *
when Trouble Order Notification is run
Calling Queue-All Orders *
when the Calling Queue - All Orders Report runs
Calling Queue-Avail Orders * when Calling Queue - Available Orders Report runs
Overdue Invoices *
when number of days an invoice is overdue is reached
Carton Packing Labels*
When Carton or Order is Packed
Invoice
Triggers
Each trigger has its own set of possible Activity Descriptions
 Batch Invoices in Lieu of Prt
 When Print Invoices program runs, customers with
this activity trigger are emailed the invoice in lieu of
the invoice printing
 When used with BillTrust neither the Subject nor
Message are sent
 In Customer Maintenance: Pricing>Price
Information: Invoice Print Copies = 1 or blank.
 It will indicate Trigger: Email 1 copy
Invoice
Triggers
 E-mail Stmts in Lieu of Prt
 When Print Statements program runs, customers
with this activity trigger are emailed the statement
in lieu of the invoice printing
 When used with BillTrust neither the Subject nor
Message are sent
 In Customer Maintenance: Pricing>Price
Information: Batch Statement = 1 or blank.
 It will indicate Trigger: Email 1 copy
Invoice
Triggers
 E-mail Stmt-Invs in Lieu of Prt
• When Print Statements program runs, customers
with this activity trigger are emailed the statement
AND the invoices, in lieu of either printing
• When used with BillTrust neither the Subject nor
Message are sent
 You must set the Also Print Invoices field in the
Print Statements program to one of the following:
 Batch Ready Invoices
 Statement Month Open Invoices
 All Open Invoices
Invoice
Triggers
 A/R>Utilities>Overdue Invoice Notification
 Alt+S
 Set Schedule, then Esc
Invoice
Triggers
 Alt+B
 Invoice Order
 Triggered when status of order changes from
open to Invoice – really an Order Processed
trigger
 This occurs BEFORE picking, so it is possible
order will change in qty, freight or handling
charges, Ship Via, etc.
 Invoice Print
 Triggered when invoice is printed from SOE or
by Print Invoices program or phantom. This
normally occurs after order is shipped
Invoice
Triggers
 RF Order Close
 Last step in picking, so order qty is set
 Good point for sending ASN (Advance Shipment
Notification) if you pick today, ship tomorrow
 Sales Doc is Ship Ticket
 Backorder Acknowledgement
 Fires when any generation is split by the system
due to partial availability – shown in Change Log as
*Generation Created*
 Sends “Backorder” ship ticket showing items not
shipping
Shipment
Triggers
 Shipment Notification - Fires when StarShip
writes shipment info to sales order
 Can send email to specified address, or to
Ordered By contact with tracking number and
ship ticket (ticket optional)
 Pre-requisites for tracking number
 Set Tools>Shipping URL Maintenance
 Web URL Maintenance
Shipment
Triggers
 UPS
Shipment
Triggers
 Fed Ex
 Shipment Notification
 Pre-requisites for sending to Ordered By contact
 Set Control “Validate Name In ‘Ordered By’ Field Against
Customer Contacts” to Yes
 Require order writers to create a contact (with email
address) whenever one doesn’t already exist
 Add email addresses to contacts
 Create the Activity Trigger on Corporate entity or on each
Branch entity to apply to all entities under that branch
 In Activity Trigger Properties the To: address is
SEND@CONTACT – this pulls the email from the Ordered By
contact
 Using send@customer sends the email to all the addresses
listed on the www tab in Customer Maintenance for the
customer
Shipment
Triggers
 Advance Shipment Notification
 Not an Activity Trigger, but an available Document for many
triggers that can be sent via B2B, EDI or XML
 Use with Activity Trigger (in chronological order):
 Invoice Order (when status changes to I)
 Pick Ticket Print (if you use Pick Tickets)
 RF Order Close (just before Ship Ticket Print)
 Ship Ticket Print (for non RF)
 Manifest Lock (after manifest is fully populated)
 Shipment Notification (when Starship writes to order)
 Invoice Print
◦ In Activity Trigger Properties, set the URL to which to post
the data
Shipment
Triggers
 Carton Packing Labels
 Set at a Branch level, can print labels upon
 Item Packed
 Carton Packed
 Order Packed
 Activity Properties sets the Label Type and Label
Format
 Choose built-in or custom labels to print for
items, packages, or shipments
Shipment
Triggers
 Calling Queue – Available Orders
 For Call when Available, Call when Complete
 Pre-Requisites
 Schedule Calling Queue – Available Orders
report from Orders>Reports>Customer
Calling Queue
 Trigger is fired when report is finished
 Report with just this customer’s orders is faxed or
emailed
Calling Queue
Triggers
 Calling Queue – All Orders
 For all open orders with a Call status – backorders,
new orders not yet available, available orders.
 Pre-requisites
 Schedule Calling Queue – All Orders Report from
Orders>Reports>Customer Calling Queue>
 Trigger is fired when report is finished
 Report with just this customer’s orders is faxed or
emailed
Calling Queue
Triggers
 Order in Calling Queue
 Send a message or copy of sales order when order
appears in Calling Queue with the criteria set in the
Trigger
 Allows more flexibility than Calling Queue –
Available Orders or Calling Queue - All Orders
triggers
 Pre-requisites
 Schedule Order in Calling Queue
Notification from
Orders>Reports>Customer Calling
Queue
 In Activity Trigger, set the Calling Queue
criteria under File>Trigger Properties
In the example, the customer will be notified of
available Call status orders going UPS Red
Calling Queue
Triggers
 Order in Trouble
 When Ship Date slips (order would appear in
Trouble Queue), sends new acknowledgement
 Pre-Requisites
 Schedule the Trouble Order Notification from
Orders>Reports>Customer Calling Queue
Calling Queue
Triggers
 EDI Order Entry
 Fires when new order is placed via EDI
 New Direct Order
 Set on Vendor record – fires when a Direct is placed for the
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vendor
New Purchase Order
 Vendor record - Fires when new PO is placed for a vendor
New Sales Order
 Fires on new order only if order has a non-bid status
BEFORE closing SOE window
New Sales Order Bid
 Fires upon closing a new Bid SOE window
Web Order Entry Submit Order
RDC Order Entry
 Fires upon completion of Hot Sync of RDC device with new
orders
Mobile Order Entry Submit
 Fires on creation of order through Eclipse Mobile
Order Entry
Triggers
Review:
 What works?
 What doesn’t work?
 What could be improved?
 Ideas Site
John Heinzel
Business Analyst – Revere Electric
Supply
An Electrical Distributorship in
Southern Wisconsin and Northern
Illinois